Fill online: Annual performance appraisal form and record

Try the first few blanks free and watch the document fill in on the right. Pay, and the whole document opens here to finish and download in Word and PDF.

0 of 181 blanks filled

Leave a blank empty and it stays highlighted in your document, to fill by hand. Your answers are saved in this browser only.

Try the first 5 blanks free. After payment the whole document opens here: every blank, and clean Word and PDF downloads.

Your details

Name of the Company

Appraisal cycle, e.g. 2026-27

Start date of the review period

End date of the review period

Name of the employee (1)

Employee code

Designation and grade

Department and location of the employee

Date of joining

Date of appointment to the current role

Worker under s.2(zr) / Not a worker

Permanent / Fixed-term / Probationer

Name and designation of the appraiser (1)

Name and designation of the reviewer (1)

Name of the HR business partner (1)

None / Maternity / Medical / Other

Dates of leave of more than 30 days

Date the goals were agreed

Goal 1

Measure and target for goal 1

Actual and evidence for goal 1

Weight (out of 100), row 1 (1)

Self rating (1 to 5), row 1 (1)

Manager rating (1 to 5), row 1 (1)

Goal 2

Measure and target for goal 2

Actual and evidence for goal 2

Weight (out of 100), row 2 (1)

Self rating (1 to 5), row 2 (1)

Manager rating (1 to 5), row 2 (1)

Goal 3

Measure and target for goal 3

Actual and evidence for goal 3

Weight (out of 100), row 3 (1)

Self rating (1 to 5), row 3 (1)

Manager rating (1 to 5), row 3 (1)

Goal 4

Measure and target for goal 4

Actual and evidence for goal 4

Weight (out of 100), row 4 (1)

Self rating (1 to 5), row 4 (1)

Manager rating (1 to 5), row 4 (1)

Goal 5

Measure and target for goal 5

Actual and evidence for goal 5

Weight (out of 100), row 5 (1)

Self rating (1 to 5), row 5 (1)

Manager rating (1 to 5), row 5 (1)

Goal 6

Measure and target for goal 6

Actual and evidence for goal 6

Weight (out of 100), row 6 (1)

Self rating (1 to 5), row 6 (1)

Manager rating (1 to 5), row 6 (1)

Weight (out of 100), row 1 (2)

Self rating (1 to 5), row 1 (2)

Manager rating (1 to 5), row 1 (2)

Weight (out of 100), row 2 (2)

Self rating (1 to 5), row 2 (2)

Manager rating (1 to 5), row 2 (2)

Weight (out of 100), row 3 (2)

Self rating (1 to 5), row 3 (2)

Manager rating (1 to 5), row 3 (2)

Weight (out of 100), row 4 (2)

Self rating (1 to 5), row 4 (2)

Manager rating (1 to 5), row 4 (2)

Weight (out of 100), row 5 (2)

Self rating (1 to 5), row 5 (2)

Manager rating (1 to 5), row 5 (2)

Weight (out of 100), row 6 (2)

Self rating (1 to 5), row 6 (2)

Manager rating (1 to 5), row 6 (2)

Weight of goals in the overall, e.g. 70

Weight of competencies in the overall, e.g. 30

Mid-year progress on the goals

Mid-year actions on the goals

Yes / No (1)

Revised goals and the reason

Support needed at mid-year

Support agreed at mid-year

None / Goals concerned

Specific gaps communicated, and whether a PIP is proposed

Date of the mid-year discussion

Initials of the appraiser and the employee

Describe the key achievements in the review period

Describe the goals not fully met and the reasons

Describe what helped and what hindered performance

Describe the support and development the employee needs

Describe the employee's career aspirations

Date of the self-assessment

Describe the appraiser's overall assessment

Describe the strengths, with examples

Describe the areas for development, with examples

Explain each difference of two points or more

Continue in role / Promotion / Performance improvement plan / Change of role

Date of the appraiser's assessment

Reviewer's comments

Agrees / does not agree

Date of the calibration meeting

Names and designations of the calibration committee members

Name and designation of the appraiser (2)

Appraiser's proposed rating, Part E: Date

1 Does not meet / 2 Partly meets / 3 Meets / 4 Exceeds / 5 Outstanding (1)

Reviewer's rating: Result (out of 5)

Reviewer's rating: Reason and evidence for any change

Name and designation of the reviewer (2)

Reviewer's rating: Date

1 Does not meet / 2 Partly meets / 3 Meets / 4 Exceeds / 5 Outstanding (2)

Calibration committee's rating: Result (out of 5)

Calibration committee's rating: Reason and evidence for any change

Chair of the calibration committee

Calibration committee's rating: Date

1 Does not meet / 2 Partly meets / 3 Meets / 4 Exceeds / 5 Outstanding (3)

Final rating communicated: Result (out of 5)

Final rating communicated: Reason and evidence for any change

Name of the HR business partner (2)

Final rating communicated: Date

Development need 1

Action for need 1

Support for need 1

Technical or functional: Target date

Measure of success for need 1

Technical or functional: Status at the next mid-year

Development need 2

Action for need 2

Support for need 2

Behavioural or leadership: Target date

Measure of success for need 2

Behavioural or leadership: Status at the next mid-year

Development need 3

Action for need 3

Support for need 3

Career move or stretch assignment: Target date

Measure of success for need 3

Career move or stretch assignment: Status at the next mid-year

Development need 4

Action for need 4

Support for need 4

Gap carried over from this year's rating: Target date

Measure of success for need 4

Gap carried over from this year's rating: Status at the next mid-year

Date of the compensation policy

Merit-based and discretionary / contractual at a fixed rate

Approving authority for the increment ranges

5 Outstanding: Increment range (per cent of annual CTC)

5 Outstanding: Variable pay payout factor (per cent of

4 Exceeds expectations: Increment range (per cent of annual CTC)

4 Exceeds expectations: Variable pay payout factor (per cent of

3 Meets expectations: Increment range (per cent of annual CTC)

3 Meets expectations: Variable pay payout factor (per cent of

2 Partly meets expectations: Increment range (per cent of annual CTC)

2 Partly meets expectations: Variable pay payout factor (per cent of

1 Does not meet expectations: Variable pay payout factor (per cent of

Current annual cost to company (Rs): Value

Current monthly wages under s.2(y) Code on: Value

Recommended increment (enter 8 for 8 per: Value

Revised monthly wages under s.2(y) (Rs): Value

Variable pay target for the year (Rs): Value

Payout factor for the final rating (enter: Value

Company or business performance factor: Value

Yes / No (2)

Proposed designation and grade

Effective date of the revision

Name and designation of the appraiser (3)

Name and designation of the approver

Date of the appraisal discussion

Employee's comments on the appraisal

Do / do not

Seven

Ten

Rating confirmed / Rating revised

Revised rating on review

Reasons for the decision on review

Date of the decision on review

Name of the employee (2)

Date of the employee's signature

Date of the appraiser's signature

Name and designation of the reviewer (3)

Date of the reviewer's signature

Name of the HR business partner (3)

Date of the HR signature

[Name of the Company] · Confidential · To be kept in the personnel file

ANNUAL PERFORMANCE APPRAISAL FORM AND RECORD

Appraisal cycle [Appraisal cycle, e.g. 2026-27] · Review period [Start date of the review period] to [End date of the review period]

How to use this form. Parts A, C and D are completed and signed at the start of the cycle, when goals and weights are agreed; Part F at the mid-year review; Parts G to L at the year end. The Excel version computes the weighted results in Parts C, D and E and the increment and variable pay in Part K; in Word, compute them by hand using the method stated under each table. A rating in this form is a managerial assessment of performance, not a finding of misconduct: where conduct is in issue use the letter of caution and final warning or the charge sheet, and where the year-end rating is 2 or below consider the performance improvement plan in this pack.

Part A. Employee particulars

Particulars	Entry
Name of the employee	[Name of the employee]
Employee code	[Employee code]
Designation and grade	[Designation and grade]
Department and location, with State	[Department and location of the employee]
Date of joining	[Date of joining]
In the current role since	[Date of appointment to the current role]
Category under the IR Code 2020	[Worker under s.2(zr) / Not a worker]
Type of employment	[Permanent / Fixed-term / Probationer]
Appraiser (reporting manager)	[Name and designation of the appraiser]
Reviewer (the appraiser's manager)	[Name and designation of the reviewer]
HR business partner	[Name of the HR business partner]
Leave of more than 30 days in the review period	[None / Maternity / Medical / Other]
Dates of that leave	[Dates of leave of more than 30 days]

The rest of this format (56 more paragraphs and tables) opens here after payment, to fill in the same way.

₹199 + GST, for the finished document, Word and PDF

The short sample is the opening of the document with your details, marked SAMPLE.

A drafted format for your use. It is not legal advice; for a complex matter, consult a professional. About this format