Templates
Performance appraisal template

Performance appraisal template

This template is your go-to tool for tracking employee progress, assess key skills, and guide development. Streamline your review process with its structured, fair approach.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF
Performance appraisal template

This template is your go-to tool for tracking employee progress, assess key skills, and guide development. Streamline your review process with its structured, fair approach.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

Designed for HR professionals and managers, this performance appraisal template eliminates the guesswork from employee evaluations. The template features customizable rating scales, competency assessments, and goal-setting frameworks that create consistency across your organization. You’ll appreciate the structured format that guides both evaluator and employee through the process, encouraging honest dialogue about achievements and growth opportunities.

75% of employees who receive feedback from their employers claim that it has greatly influenced their success at work. By documenting performance discussions systematically, you create valuable records for career development planning while ensuring fair treatment across your team.

Related categories

Preview of the template
Audit
Goals
Write down your goals:
Performance Rating
REFERENCE: Employee Appraisal Evaluation Guide [This is an example of how you can use Lumiform to include reference images in your templates to assist with evaluation]
Interpersonal Skills: How effective the employee talks and works with co-workers, bosses,...
Quality Of Work: Behaviour with which the employee fulfills tasks e.g.: accuracy, responsiveness, follow-through, decision making, reliability, compliance assurance,...
Approach To Work: The characteristics the worker shows while doing tasks including creativity, motivation, organisation, process improvement, etc.
Position Expertise: How effective the worker applies any kind of skills and knowledge on the work.
Quantity Of Work: How good the worker gets the demanded amount of work done.
Communication Skills: How effective the worker transmits information (quickness,confidentiality, oral or written,...)
Supervisory/Leadership Skills
Supervisory Skills: Gives oversight, administration, credit and development opportunities, and discusses performance issues.
Leadership and Management: Talks about a concept, sets unit objects and creates strategies
Action Plans / Training and Development Goals
Write down performance goals, particular projects, or training and improvement plans for the next study phase. Describe other policies and actions required.
Concerns, Issues or Incidents
Documentation of concerns, problems or incidents involve:
Completion
Rate the overall performace:
By signing this, you confirm that you completely understand the above and discussed it with your manager.
Name and signature of the employee:
Name and signature of the manager:
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Frequently asked questions

How often should I use the performance appraisal template?

While traditionally used annually, many organizations now conduct quarterly or bi-annual reviews using this template. The frequency depends on your company culture and goals. More frequent reviews (with simplified versions of the template) allow for timely course corrections, while comprehensive annual reviews provide deeper analysis of long-term performance trends.

What should I do if an employee disagrees with their performance appraisal?

Listen actively to understand their perspective without becoming defensive. Review specific examples together and clarify any misunderstandings about expectations or achievements. Consider adjusting ratings if warranted by evidence they provide. If disagreement persists, document their perspective in the appraisal and establish clear performance expectations moving forward.

How can I ensure that performance appraisals are fair and unbiased?

Use objective criteria and standardized evaluation forms to assess performance. Gather input from multiple sources, such as peer reviews and self-assessments, to provide a well-rounded view. Be aware of personal biases and focus on facts and behaviors rather than opinions. Consistent training on bias awareness can also be beneficial.

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.