Professional Documents
Culture Documents
<Name of Organization>
Hire Date:
<<DATE>>
SSN:
<<SSN>>
Position Title:
<<TITLE>>
INSTRUCTIONS
ACTIVITY
TIMETABLE
1.
By January 10th
2.
By Apr/July/Oct10th
3.
By Apr/July/Oct10th
4.
By Apr/July/Oct10th
5.
Manager and employee sign the quarterly performance appraisal form (Sections III, IV and V - C)
By Apr/July/Oct10th
6.
By January 10th
7.
By January 10th
8.
By January 10th
9.
Manager and employee sign the performance appraisal form (Section VI -C)
By January 10th
10.
By January 10th
11.
Manager makes a copy of the Performance Appraisal form and forwards the original to HR
By January 15th
NOTE:
Completed performance appraisal forms contain sensitive information and must be handled accordingly.
SECTION I GOALS
A.
B.
C.
D.
E.
Development Goal:
F.
We have jointly developed these goals and agree on their value to the organization, and employee.
Employees Signature
Date
Managers Signature
Courtesy of Leadership-Tools.com
Date
Page 2 of 6
A.
(5)
Exceptional
(4) Highly
Effective
(3) Solid
Performance
(2) Needs
Improvement
(1) Not
Effective
Safety (Performs work safely; looks out for the safety of others, the environment, and the facility)
st
nd
rd
Final ( 20__ )
5
5
5
5
4
4
4
4
3
3
3
3
2
2
2
2
1
1
1
1
4
4
4
4
3
3
3
3
2
2
2
2
1
1
1
1
B.
nd
rd
Final ( 20__ )
5
5
5
5
nd
rd
Final ( 20__ )
5
5
5
5
4
4
4
4
3
3
3
3
2
2
2
2
1
1
1
1
5
5
5
5
4
4
4
4
3
3
3
3
2
2
2
2
1
1
1
1
5
5
5
5
4
4
4
4
3
3
3
3
2
2
2
2
1
1
1
1
5
5
5
5
4
4
4
4
3
3
3
3
2
2
2
2
1
1
1
1
5
5
4
4
3
3
2
2
1
1
nd
rd
Final ( 20__ )
Specific Supporting Behavior (Optional)
E.
nd
rd
Final ( 20__ )
Specific Supporting Behavior (Optional)
F.
nd
rd
Final ( 20__ )
nd
Courtesy of Leadership-Tools.com
5
5
rd
Final ( 20__ )
4
4
Page 3 of 6
3
3
2
2
1
1
H.
(5)
Exceptional
(4) Highly
Effective
(3) Solid
Performance
(2) Needs
Improvement
(1) Not
Effective
nd
rd
Final ( 20__ )
5
5
5
5
4
4
4
4
3
3
3
3
2
2
2
2
1
1
1
1
5
5
5
5
4
4
4
4
3
3
3
3
2
2
2
2
1
1
1
1
5
5
5
5
4
4
4
4
3
3
3
3
2
2
2
2
1
1
1
1
5
5
5
5
4
4
4
4
3
3
3
3
2
2
2
2
1
1
1
1
I.
nd
rd
Final ( 20__ )
Specific Supporting Behavior (Optional)
J.
nd
rd
Final ( 20__ )
Specific Supporting Behavior (Optional)
K.
nd
rd
Final ( 20__ )
Specific Supporting Behavior (Optional)
L.
Performance Under Pressure (Meets tight schedules; performs well in stressful situations)
st
nd
rd
Final ( 20__ )
5
5
5
5
4
4
4
4
3
3
3
3
2
2
2
2
1
1
1
1
5
5
5
5
4
4
4
4
3
3
3
3
2
2
2
2
1
1
1
1
M.
nd
rd
Final ( 20__ )
Specific Supporting Behavior (Optional)
N.
st
nd
rd
Final ( 20__ )
5
5
5
5
4
4
4
4
Page 4 of 6
3
3
3
3
2
2
2
2
1
1
1
1
O.
(5)
Exceptional
(4) Highly
Effective
(3) Solid
Performance
(2) Needs
Improvement
(1) Not
Effective
nd
rd
Final ( 20__ )
5
5
5
5
4
4
4
4
3
3
3
3
2
2
2
2
1
1
1
1
5
5
5
5
4
4
4
4
3
3
3
3
2
2
2
2
1
1
1
1
4
4
4
4
3
3
3
3
2
2
2
2
1
1
1
1
4
4
4
4
3
3
3
3
2
2
2
2
1
1
1
1
P.
nd
rd
Final ( 20__ )
Specific Supporting Behavior (Optional)
Q.
nd
rd
Final ( 20__ )
5
5
5
5
R.
nd
rd
Final ( 20__ )
5
5
5
5
S.
Attendance & Punctuality (Has a low absence rate; reports to work on time; doesnt depart early)
st
nd
rd
Final ( 20__ )
5
5
5
5
4
4
4
4
3
3
3
3
2
2
2
2
1
1
1
1
3
3
2
2
1
1
T.
nd
5
5
Courtesy of Leadership-Tools.com
4
4
rd
Final ( 20__ )
5
5
4
4
3
3
Page 5 of 6
2
2
1
1
4+ 4
3+ 3
2+ 2
Quarter Overall
4+ 4
3+ 3
2+ 2
4+ 4
3+ 3
2+ 2
4+ 4
3+ 3
2+ 2
nd
Courtesy of Leadership-Tools.com
Page 6 of 6
st
B.
C.
D.
Date
Date
Managers Signature
nd
SECTION IV 2
A.
B.
C.
Date
D.
Date
Date
Courtesy of Leadership-Tools.com
Managers Signature
Date
Page 7 of 6
rd
B.
C.
D.
Date
Date
Managers Signature
Date
B.
C.
D.
Date
Date
Managers Signature
Date
Forward completed annual form and supporting documentation to Human Resources by January 15th
Courtesy of Leadership-Tools.com