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Initial appraisal form

(To be completed by reviewer for all new employees during or after performance
appraisal)

Employee’s name Clock/payroll no

Job title Department

Date of
Manager
engagement

Date of meeting

Part 1 – Performance assessment

A. How would you rate the employee on the following?

Excellent Good Satisfactory Improvement

Required

Knowledge of the job

Standard of work

Work rate

Conduct

Attendance

Time keeping

Relationships with
others

HSE Performance &

Development

B. What are the key areas in which the employee needs to improve?

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C. How does the employee view his/her own performance to date?

D. Are there any factors (eg training, working conditions) which have adversely affected the
employee’s performance?

E. Other points or comments?

Please delete either Part 2 or Part 3 as appropriate

Part 2 - Continued employment recommended

Either

 I recommend that the employee's appointment is confirmed with effect from …………….Date

The following objectives have been agreed for the next [3months/6months/year]:

Objectives agreed Action required to implement Target date

1.

2.

3.

4.

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The following training/development activities have been agreed for the next [3 months/6
months/year]:

Training/development Action required to implement Target date

activities agreed
1.
2.
3.
4.
Or

 I recommend that the employee’s probationary period is extended until …………Date. The
following improvements are required:

The employee’s progress will be reviewed at a further appraisal meeting to be held on

………….Date.

Part 3 Continued employment not recommended

In view of the assessment made in Part 1 of this form, I consider that the employee is unsuitable
for permanent employment.

Manager’s signature
Employee’s signature
Date

Please forward this form to the senior manager responsible for reviewing the appraisal.

Managing Director’s
signature
Date

Once this form has been completed, both manager and employee should retain a copy
and one copy to be retained in employees personnel file.

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