Appraisal Interview Agreement

State:
Multi-State
Control #:
US-AHI-239
Format:
Word; 
Rich Text
Instant download

Overview of this form

The Appraisal Interview Agreement (AHI form) is a legal document used by employers to formalize the performance appraisal process. This agreement confirms that an employee has reviewed their performance evaluations and has engaged in a discussion about them with their employer. This form is distinct from other types of employee agreements or contracts, as it specifically relates to evaluations of employee performance and feedback rather than contractual obligations.

Form components explained

  • Employee's name and position/title
  • Division/department information
  • Performance evaluation period
  • Signature lines for both the employee and employer
  • Date fields for signature completion
  • Section for additional comments or feedback from the employer

When to use this form

This appraisal interview agreement should be used after completing a performance appraisal process to document the conversation between the employer and the employee. It’s essential in situations where an employee's performance evaluation could impact promotions, salary adjustments, or ongoing training and development needs.

Who should use this form

  • Employers who conduct regular performance appraisals
  • Managers or Human Resource personnel involved in employee evaluations
  • Employees who are undergoing performance feedback sessions

How to prepare this document

  • Identify the employee and their job position/title in the designated fields.
  • Fill in the division or department where the employee works.
  • Specify the period covered by the performance evaluation.
  • Ensure both the employee and employer sign and date the form to confirm the discussion.
  • Add any relevant comments or additional feedback in the comment sections.

Notarization guidance

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.

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Download a copy, print it, send it by email, or mail it via USPS—whatever works best for your next step.

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Sign and collect signatures with our SignNow integration. Send to multiple recipients, set reminders, and more. Go Premium to unlock E-Sign.

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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.

Form selector

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

Typical mistakes to avoid

  • Failing to have both parties sign the form, which could lead to disputes.
  • Leaving essential fields blank, such as evaluation period or employee name.
  • Not providing adequate comments or feedback, making the purpose of the appraisal unclear.

Why use this form online

  • Convenient access and the ability to edit the form as needed.
  • Secure storage options ensure that performance appraisals are kept confidential.
  • Immediate download allows for timely implementation of employee feedback processes.

Quick recap

  • The Appraisal Interview Agreement confirms employee participation in performance evaluations.
  • It is crucial for employers to maintain clear records of these evaluations.
  • Both parties should ensure all sections of the form are completed for legal compliance.

Legal terms and meanings

  • Appraisal: A formal evaluation of an employee’s performance in their role.
  • Performance Evaluation: A systematic assessment of how well an employee performs their job duties.
  • Employer: The party that hires employees and is responsible for their performance management.

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FAQ

The employee appraisal interview is a planned, systematic and personal interview between an employee and a manager. It is an important tool to develop a good working environment and to develop each individual at work. It is a supplement to the daily and regular dialogue between employee and manager.

An appraisal interview is an exchange between a manager and an employee that is designed to evaluate the employee and create a career development plan.Understanding the appraisal interview downfalls can help reduce 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.

Back up your claims with examples. Make career progression plans. Offer improved ideas. Stay calm and collected. Only discuss what is relevant. Manage your expectations.

A: The 3 different types of appraisal interviews are Tell and Sell, Tell and Listen, and Problem-Solving.

Ask them questions rather than telling them statements (use open ended questions so it is instinctive for them to respond with broad answers rather than yes or no. Tell them about the appraisal meeting in advance and explain that it is as much for them as it is for you so they should prepare some talking points.

The employee appraisal interview is a planned, systematic and personal interview between an employee and a manager. It is an important tool to develop a good working environment and to develop each individual at work. It is a supplement to the daily and regular dialogue between employee and manager.

Do agree the date, time and place for the interview at least two weeks in advance, taking into account the employee's preferences. Part-time employees should be appraised at times that fall within their normal working hours.

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.

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Appraisal Interview Agreement