Performance Report

State:
Multi-State
Control #:
US-04020BG
Format:
Word; 
Rich Text
Instant download

Overview of this form

The Performance Report is a formal document used by employers to evaluate an employee's work performance over a specified period. This report serves as a structured way to assess various aspects of an employee's job performance, including strengths, weaknesses, and areas for improvement. Unlike informal feedback, the Performance Report provides a comprehensive overview that can impact promotions, raises, and professional development opportunities.

Main sections of this form

  • Employee information: Includes name, date hired, job title, salary, and date of review.
  • Evaluation criteria: Sections to assess skills such as teamwork, communication, and leadership.
  • Comments from evaluators: Space for detailed feedback on performance strengths and weaknesses.
  • Goals setting: An area to outline future objectives for the employee.
  • Next evaluation date: Indicates when the employee will be reviewed again.
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When to use this document

This form is essential during regular employee evaluations, annual reviews, or when assessing performance for possible promotions. It is also useful for addressing performance issues as they arise, fostering constructive dialogue between supervisors and employees.

Who needs this form

Employers and managers in any organization seeking to evaluate employee performance should use this form. It is particularly beneficial for human resource professionals, team leaders, and anyone involved in performance management.

Steps to complete this form

  • Gather the employee's information, including their name, date of hire, job title, and current salary.
  • Set an appropriate date of review for the performance evaluation.
  • Evaluate the employee's performance using the criteria provided, giving detailed comments where necessary.
  • Identify the employee's goals for the next review period and enter them clearly.
  • Conclude by setting the date for the next evaluation and obtaining the necessary signatures.

Notarization requirements for this form

This form usually doesn’t need to be notarized. However, local laws or specific transactions may require it. Our online notarization service, powered by Notarize, lets you complete it remotely through a secure video session, available 24/7.

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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.

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We protect your documents and personal data by following strict security and privacy standards.

Typical mistakes to avoid

  • Failing to include specific examples of performance.
  • Overlooking key evaluation criteria leading to an incomplete assessment.
  • Not updating the next evaluation date or setting unrealistic goals.

Why use this form online

  • Convenient access to the Performance Report from anywhere.
  • Easy to fill out and edit as needed, ensuring accurate and up-to-date evaluations.
  • Secure storage of completed forms helps maintain employee records.

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FAQ

Analysis of past performance. Summary of changes approved in the reporting period. Current status of risks and issues. Results of variance analysis. Work completed during the reporting period. Work to be completed during the next reporting period.

Highlight the highlights. Don't forget about achievements made early on in the performance review period. Don't be stuffy. Solicit feedback from coworkers. Be objective. Don't use the self-review as a bargaining chip. Use appropriate language.

1) Attendance. Punctuality is one of the strongest virtues an employee can possess. 2) Innovation and Creativity. 3) Leadership. 4) Communication Skills. 5) Collaboration and Teamwork. 6) Time Management. 7) Customer Experience. 8) Problem Solving.

Gather information. List employee responsibilities. Use objective language. Use action verbs. Compare performance ratings. Ask open-ended questions. Use a point system.

1 Know how the self-evaluation is going to be used. 2 Write out a list of your accomplishments. 3 Gather analytics if you can. 4 Write out a list of your struggles. 5 Narrow your accomplishments list down. 6 Don't forget to align your review with your manager's or team's goals.

Be proud. One major goal of the self-evaluation is to highlight your accomplishments and recollect milestones in your professional development. Be honest and critical. Continuously strive for growth. Track your accomplishments. Be professional.

The definition of performance is how effective something or someone is at doing a good job. An example of performance is what is checked when an employee has an annual review at work.An example of performance is a symphony playing at a town hall.

A performance is an act of staging or presenting a play, concert, or other form of entertainment. It is also defined as the action or process of carrying out or accomplishing an action, task, or function.

In the context of performance management, the term "performance" means continually achieving the preferred results in a manner that is as effective and efficient as possible. Performance management reminds us that being busy is not the same as producing results.

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Performance Report