F-HR5 Employee Appraisal Form
| File Reference : | F-HR5 Employee Appraisal Form |
Appraisals are a good way to assess where your employees are at, and if they are happy, future training needs and an overall review of performance.
This form template is supplied in fully editable MS Word format and can be easily customised and edited. The document uses pre-defined style formatting throughout, with all text in Calibri font for improved readability.
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Further guidance on appraisal, competence and training:
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Employee Appraisal Form Template
An employee appraisal form for a structured review conversation between an employee and their line manager. It records how the person feels about their role, what is going well, what could improve, and any training or resources they need, so each review is captured consistently.
Regular appraisals are how you keep people competent and engaged, and they give you the competence and awareness evidence a management system aligned with ISO 9001 expects you to keep for the people doing the work.
Two Versions in One Download
The download includes two versions of the form, so you can pick the depth that suits your review:
- F-HR5 - the core appraisal, capturing the review conversation and comments
- F-HR5A - an extended version that adds a skills-review table with competency levels and forward-looking development planning
Built for Competence and Development
The form captures what a useful review needs:
- How the employee finds their role, and what is working well or badly
- Ideas for improving how the work is done, including equipment and resources
- Training needs and whether the person has the skills for the job
- Performance against key objectives, and a skills-review table with competency levels (F-HR5A)
What's Included in this Employee Appraisal Form
The form is set out for a full review in one place:
- Appraisal details - employee name, job title, line manager, reviewer and dates of this and the last appraisal
- Review sections - role, what is going well or badly, improvements, resources, training and performance
- Skills review (F-HR5A) - a table of skills and tasks with competency levels and resources needed to improve
- Sign-off - employee and reviewer signatures and the next review date
Who Needs an Employee Appraisal Form?
Any employer that wants to review and develop its people needs a consistent appraisal record. It suits any small or growing business, and supports the creation of competence and awareness records.
Pairs with the Training Request Form
Appraisals often surface training needs, so this form pairs with the F-HR7 Training Request - a simple way to put forward and approve the training a review identifies.