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Performance Appraisal Forms

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What is a Performance Appraisal?

A performance appraisal is a monthly, quarterly, or annual review of employees’ contributions to the business. It helps identify employee gaps and training opportunities to boost their productivity. It serves as an objective avenue for supervisors and employees to give feedback to justify compensation movements, bonuses, or termination decisions. It is typically conducted with a performance appraisal form.

What is an Appraisal Form?

An appraisal form also called an employee performance appraisal form, is a tool used by people managers and HR teams to measure and benchmark the performance of employees. It helps evaluate the contributions and achievements of employees during a specific timeline.

A well-structured appraisal form and appraisal process enable benchmarking across teams and divisions to identify staff career development opportunities and areas for improvement. 

This article will feature: 1) 3 basic functions of an effective performance appraisal; 2) basic elements of an appraisal form; 3) tool used to improve staff appraisal processes; and 4) free downloadable performance appraisal forms you can customize and use.

3 Basic Functions of an Effective Performance Appraisal

A performance appraisal is directed toward these three basic functions: 

  • to provide adequate feedback to each person on his or her performance; 
  • to serve as a basis for modifying or changing behavior toward more effective working habits; and 
  • to provide data to managers with which they may judge future job assignments and compensation. 

Learn how to conduct an effective performance appraisal here.

Basic Elements of an Appraisal Form

Whether used by supervisors, the people team, or employees themselves, appraisal forms feature standard elements that help facilitate a complete review process. Here are three fundamental fields of an appraisal form:

  1. A rating system

    Supervisors, and even employees themselves, rate or measure employee performance for a specific timeline using key team and business metrics. Attendance, productivity, quality of work, the achievement of targets, etc, are examples of items being rated.

  2. Feedback

    Appraisal forms can include sections for qualitative feedback from peers or supervisors mentioning employee commendations or opportunities for improvement.

  3. Acknowledgment

    The ratings and contents of employee appraisals need to be acknowledged or confirmed by both employees and supervisors. Appraisal forms typically include the signatures of both employees and supervisors to confirm the validity of the appraisal.

Appraisal Tool For Improved Efficiency

Employee appraisals are part and parcel of organizations that intend to measure employee performance. Paper-based staff appraisal processes, however, can create an administrative burden requiring scanning of documents (including staff signatures) as well as data re-entry for benchmarking purposes.

iAuditor by SafetyCulture is a web and mobile platform that can help streamline your appraisal workflows. Eliminate costs and time spent scanning appraisal forms. With the iAuditor mobile app and software, you are empowered to:

  • Create mobile-ready performance appraisal templates and performance review templates
  • Automatically save and organize all appraisal reports online in a secure cloud.
  • Easily export all staff performance appraisal ratings into excel or any application using API integration or view the results on the iAuditor Analytics dashboard.

To help you get started we have created 5 appraisal templates you can download and customize for your relevant teams and people managers. Get started with these templates to begin streamlining your appraisal processes.


Jona Tarlengco

SafetyCulture staff writer

Jona has been part of SafetyCulture for more than 2 years contributing her experience in writing quality and well-researched content. She usually writes a topic about risks, safety, and quality.