Appraisal Interview Report (Short Form)
About this form
The Appraisal Interview Report (Short Form) is a structured document designed for employers to use during performance appraisal interviews. This form outlines the key goals of a position, details the employee's actual performance results, and includes comments from the employer. Unlike more extensive appraisal forms, this short form provides a concise framework that facilitates efficient discussions regarding performance and areas for improvement.
Key components of this form
- Employee Details: Includes fields for the employee's name, position, and department.
- Goals of the Position: Clearly states the expectations and objectives associated with the employee's role.
- Performance Results: Provides space for summarizing the employee's performance against the stated goals.
- Employer Comments: Allows the employer to provide specific feedback regarding the employee's strengths and areas where improvement is needed.
- Recommendations: Section for discussing future objectives and professional development opportunities.
- Signatures: Space for the signatures of both the manager and the employee, along with the date.
Situations where this form applies
This form is ideal for employers conducting periodic employee performance reviews. It is particularly useful when aiming to provide structured feedback regarding an employee's achievements and challenges over a specific appraisal period. Use it when preparing for annual performance evaluations or when transitioning employees into new roles within the organization.
Who this form is for
- Human Resources professionals responsible for conducting performance appraisals.
- Managers and supervisors who evaluate their team membersâ performances.
- Business owners looking to streamline their appraisal process for their employees.
Completing this form step by step
- Enter the employee's name, position, and department in the designated fields.
- List the performance goals associated with the employee's role at the top of the report.
- Assess the employee's performance results against these goals and provide detailed feedback.
- Include any additional comments or observations that can inform the employeeâs development.
- In the recommendations section, outline any further steps or goals for the future.
- Both the employee and the manager should sign and date the report to confirm its accuracy and agreement.
Does this form need to be notarized?
This form does not typically require notarization to be legally valid. However, some jurisdictions or document types may still require it. US Legal Forms provides secure online notarization powered by Notarize, available 24/7 for added convenience.
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Make edits, fill in missing information, and update formatting in US Legal Forms—just like you would in MS Word.
Download a copy, print it, send it by email, or mail it via USPS—whatever works best for your next step.
Sign and collect signatures with our SignNow integration. Send to multiple recipients, set reminders, and more. Go Premium to unlock E-Sign.
If this form requires notarization, complete it online through a secure video call—no need to meet a notary in person or wait for an appointment.
We protect your documents and personal data by following strict security and privacy standards.
Common mistakes to avoid
- Failing to prepare specific examples of performance can make feedback less effective.
- Rushing through the form without thoughtful comments can lead to miscommunication.
- Neglecting to follow up on recommendations can hinder employee development.
Advantages of online completion
- Easy access: Users can download and fill out the form anytime, which facilitates flexible scheduling.
- Editability: Forms can be customized to fit specific organizational needs or to include additional feedback sections.
- Efficiency: Streamlines the appraisal process, helping managers save time and focus on meaningful discussions.
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FAQ
Keep the Audience in Mind. Appraisal reports are written for senior management in your organization. Stay Relevant. Keep Track of All Achievements. Use Specific, Measurable, Confident Language. Document Goals. Performance Review Examples for Writing Skills. Do the Identified Writing Skills Support Document Goals?
Highlight your accomplishments. Gather data to showcase your achievements. Align yourself with the company. Reflect objectively on any mistakes. Set goals. Ask for anything you need to improve. Get a second opinion.
Gather foundational information. Review your performance journal notes. Prepare a list of your accomplishments. Do a self-evaluation. Prepare a list of areas for development. Draft goals for the coming period. Share your preparations with your manager. Prepare an open mind.
Talk about your achievements. Talk about a raise. Ask about the development of the business. Set clear goals. Give feedback to your manager. Ask how you can help. Suggest tools you need to do your job. Ask for clarification.
Be Positive And Honest. Two-way Communication. Set Specific Achievable Goals. Achievements. Interpersonal Skills. Attendance And Punctuality. Communication Skills.
Step 1: Prepare for the interview. First, collect the data. Step 2: Give the employee sufficient information to be able to understand the communication. Step 3: Conduct the interview properly.
Pull out your annual goals. Include additional achievements. Pore over the next level's JD. Stay objective and honest. Mindfully highlight the mistakes. Don't be a know-it-all. Ask for that promotion already!
Accurate, Valid, and Reliable Data It furnishes data according to the goal that serves the purpose of performance appraisal and succession planning. Accurate data and insights ensure a fair and transparent performance appraisal system that earns the trust of your employees.
