Checklist for Appraisal Interview
Overview of this form
The Checklist for Appraisal Interview is designed to guide managers through the performance review process for employees. This form helps ensure that all necessary topics are covered during the appraisal, including goal assessment, areas of agreement and disagreement, and recognition of positive skills. Unlike generic performance review templates, this checklist is tailored to prompt specific discussions that foster improvement and set future objectives.
What’s included in this form
- Discussion of employee goals and objectives
- Clarification of areas of agreement and disagreement
- Review of positive skills, traits, and accomplishments
- Reinforcement of employee achievements
- Assessment of areas needing improvement
- Setting objectives for the next appraisal period
- Confirmation of both manager's and employee's responsibilities
When this form is needed
This form should be used during employee performance reviews, specifically when assessing past performance and planning future goals. It is particularly useful when there are multiple objectives to discuss or when feedback may require careful negotiation and clarification. Utilizing this checklist can help facilitate a productive and structured appraisal meeting.
Who should use this form
- Managers conducting performance reviews
- Human resource professionals involved in employee evaluations
- Team leaders overseeing team performance assessments
- Any organization aiming for structured employee feedback
How to complete this form
- Review each goal or objective established for the employee.
- Discuss areas where you and the employee agree or disagree.
- Highlight positive skills and accomplishments during the interview.
- Outline areas needing improvement and potential training opportunities.
- Set objectives for the next review period and confirm responsibilities.
Does this form need to be notarized?
Notarization is not commonly needed for this form. However, certain documents or local rules may make it necessary. Our notarization service, powered by Notarize, allows you to finalize it securely online anytime, day or night.
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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
- Failing to prepare ahead of time for the meeting.
- Neglecting to clarify areas of disagreement.
- Not reinforcing positive accomplishments, which can demotivate employees.
- Overlooking the importance of setting future objectives.
- Not following up on development recommendations.
Benefits of using this form online
- Convenient access and immediate download for quick use.
- Editable format allowing customization to fit specific needs.
- Reliability ensured by templates drafted by licensed attorneys.
- Step-by-step guidance that streamlines the appraisal process.
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FAQ
Checklist. Checklist method is another of the easiest methods of appraising employee's performance. Under this method, a checklist is prepared by the HR manager and is forwarded to the rater.The rater analyzes the question and the employee, and based on his views, he answers them.
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.
Avoid being vague instead be more specific. Let your employer analyze you and give feedback. Never compare yourself with other employees. Never use the word that's not my job Don't ask for it (raise in pay) Professionals suggests so!
Be Positive And Honest. Two-way Communication. Set Specific Achievable Goals. Achievements. Interpersonal Skills. Attendance And Punctuality. Communication Skills.
That wasn't my fault It's human nature to defend yourself. Yes, yes, yes You said/you did2026 But2026 It was really a team effort This isn't fair Can I have a raise? That's not part of my job description
With a checklist scaleA performance evaluation method in which a series of questions is asked and the manager simply responds yes or no to the questions., a series of questions is asked and the manager simply responds yes or no to the questions, which can fall into either the behavioral or the trait method, or both.
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.
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.
Communication. Collaboration and teamwork. Problem-solving. Quality and accuracy of work. Attendance, punctuality and reliability. The ability to accomplish goals and meet deadlines.
