Performance reviews help companies determine the progress, preparedness, as well as the weaknesses of their employees and members which must be addressed. With this, performance review forms must be used during the review period to properly and effectively document the observations and suggestions of the evaluating personnel.

Performance Review Form Sample

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What Is a Performance Review Form?

A performance review form is a document which is used by the human resource personnel of a company to document the evaluations and assessments of an employee’s or an individual’s performance. With these forms, the subject of the evaluation or the review procedure will be able to know the overall rating and evaluation that the evaluators or the ones doing the assessments have given him. In addition, the evaluators can also provide or enlist the steps and ways that the subject must consider to improve his performance for the next review period.

Employee Performance Review Form

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What Should Be in a Performance Review Form?

The contents and data to be incorporated in a performance review form would be the basic information of the subject of the review which must have his name, identification number, and the date of his performance review. Moreover, a table which will be for the list of items, attributes, and performance responsibilities to be evaluated must also have an accompanying area for the scores and ratings.

Most importantly, there should also be a portion for collecting the signatures of the involved parties: the subject and the evaluator or the reviewer. And prior to the signature block, areas for the plans, comments, suggestions, and the acknowledgment statement can be added into the form as well.

Varieties of Performance Review Forms

Every company has different preferences of how a performance review form must look which is why there are different varieties made to cater to the varying goals, purposes, and needs of a company. Below are some of the common varieties of performance review forms that companies and organizations use:

90 Day Performance Review Form – Conducting 90-day performance review is important for determining whether or not an individual is suitable for the position to be filled in. Most 90-day performance reviews are done by managers for newly hired employees and those who will be transferred or be assigned to a new set of tasks. Moreover, a 90-day performance review form should be used for this procedure wherein the manager can document what he observed, assessed, and what he thinks about the employee’s performance during the 90-day observation period.

90 Day Performance Review Form

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In the form, the name of the employee, the department where he is working in, the beginning date of his employment, and the name of the evaluator will be stated. The performance factors which are to be evaluated for the 90-day performance review are the employee’s client service skills, teamwork skills, work quality, work quantity, decision-making skills, and punctuality. Additionally, the progress that the evaluator has witnessed during the 90-day review period will also be described in the form along with goals to be attained by the employee and the corresponding plans and the date or year when it must be accomplished.

Attorney Performance Review Form – This form variety is intended to be used by law firms who hired non-State resident attorneys. The purpose of this form is to evaluate the attorneys to determine their eligibility and their abilities in providing legal services to clients. The performance review process allows the law firm to recheck the licenses and certificate forms that the attorney currently has and the previous services or professional background of the attorney which are in line with the legal service that he will be giving.

Attorney Performance Review Form

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Company Leaders Performance Review Form – Team leaders, managers, and supervisors are the subjects to be evaluated in a company leaders performance review form. Basically, the form contains four sections which need to be filled out by the evaluator or the reviewer. The first section is allotted for the data of the employee or the leader who is being reviewed. In the second section, the goals and key responsibilities will be enlisted to be evaluated using a scoring method. The core competencies of the leader such as his personal accountability, professionalism, functional expertise, and service excellence to his team will be some of the responsibilities to be evaluated in the form. In addition, the leadership competencies of the employee will also be assessed by the evaluator. And lastly, the third section of the form is where the action plan or the performance goal planning will be specified which is then followed by the summary in the fourth section.

Company Leaders Performance Review Form

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Regardless of the variety, performance review forms should be used only by an individual who is authorized to conduct assessments, appraisals, and reviews. To ensure that a performance review form will not be tampered with or be altered by unauthorized persons, the form and its template must be kept by the human resource department of the company or the organization, and should only be given to those who have ample documentation to prove the need for the review form to be used.

Contractor Performance Review Form

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Tips for Completing Employee Performance Review Forms

Obtain relevant records and reports.

Assessing and reviewing an employee’s performance can be made easier with the help of documents or records that can serve as a guide and proof of an employee’s daily performance accomplishments. Some of the documents to use can be the attendance and productivity reports of the employee, as well as the previous feedback forms which were filled out by the employee’s managers and colleagues.

Set up goals and negotiate plans.

The goals should be plotted properly. This means that there is a step-by-step approach as to how the employee can improve himself. The finalized plan must then be stated and be specified in the review form along with the reason why the plan is essential and what its targets are.

Lastly, communicating with the employee and gathering feedback from him must be executed upon the completion of the evaluation section of the form. This means that not only the statements, ratings, and the suggestions of the evaluator must be in the review form but also the comments and the feedback of the employee regarding his own performance. This allows comparisons to be made between the views of the employee and the evaluator.

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