Hi Seniors, Can anyone update me on the performance appraisal format for sales ppl and employee engagement activity for ppl who work on field sales.
Expecting your reply at the earliest.

From India, Chennai
Dinesh Divekar
Business Mentor, Consultant And Trainer
Assistant Manager-hr
Hr Executive

Dear Ayisha,

What is your product or service? What type of sale salepersons do? You cannot have performance appraisal for sales persons in isolation.

It appears that you do not have proper Policy on Performance Appraisal (PA) well in place. When employees join the company, during induction itself they should be told that when their appraisal will take place. The salient features of policy could be as below:

a) Appraisal may be done quarterly. Appraisal cycle of one year is too long. Nevertheless, salary hike may be done a son 1st April or 1st Oct.

b) Employees who join in between, when their first PA will take that can be decided in the policy.

c) % of salary hike should be linked to the score of PA.

The important point is PA concentrates only on the individual performance. We need to go beyond and measure the business performance. For this you need to have well-designed policy on Performance Management System (PMS). There was query in this forum on PMS. I have given reply to this post. Click the following link to refer the reply:


Though the heading of the heading is for IT companies, the reply is applicable to all the type of industries. In the above link, you will find several other links. Go through all the links patiently. It will improve your awareness of the subject.

For further doubts, you may call me on my mobile number.


Dinesh Divekar

From India, Bangalore
Dear Sir,
Thank you so much sir.
Yes , as on date we do not have any standard performance appraisal policy for our division.
We are into FMCG sales where in once a month we will have review meeting with all executives and managers branch wise.
Who all are will be in field always and monitored only by their respective managers.
Now Mgmt wants to do some performance analysis to them and get the areas of improvement and employee engagement activities.
Kindly advice.

From India, Chennai
Dear Ayisha,

If you are from FMCG industry then Supply Chain efficiency is of paramount importance to you. Though, I do not know your business, roughly from my general knowledge, I can say that following is your supply chain:

Supplier's supplier --> Supplier --> Store of Raw material --> Production --> Warehouse of Finished Goods --> Dealer or Wholesaler --> Retailer --> End user

At each stage the cost is involved. You need to identify the that. Thereafter, you assign the management of each cost to the respective HOD. You should measure performance HOD on this count. Measurement of the performance of the sales persons or field staff is taking narrow of view of the performance measurement or partial view of performance measurement.

Therefore, I recommend reviewing your decision on the measurement. Recently I have uploaded my video on Performance Management System (PMS). Click on the hyperlink to check the video. It will clarify the whole concept.


Dinesh Divekar

From India, Bangalore
Let me know the procedure for implementing the continuous performance appraisal. Step by step implementation procedure.
From India, Tiruppur
Hello All, Greetings for the day !!! Can anyone share with me the performance appraisal form and the ideal way of doing it in a hospital or any company? anyone can share at
From India, Delhi
Please give guidelines how to develop Performance Appraisal System for Retail Stores
Actually I ve been assigned to revise Retail Store Performance Appraisal Form. I would like to seek guidance / assistance.

From Pakistan, Rawalpindi
Hi All,
I am working in a start-up IT company and I have recently joined here as a HR(Even I am new to the HR generalist role). We want to create a Performance appraisal system in our organisation for next cycle ie., April 2017...
Please guide/suggest me the steps/process of performance appraisal.
What are the forms(like KRA) I should prepare it?
How to set the goals?what are all the goals to be set?
Also please share me the template or formats of required forms..
Waiting for your kind help.
Thanks in advance
Reehana- HR

From India, Chennai
I'm Nikhil Shah working in a Jeweler industry. As off now there is no systematic appraisal done here, its basically a lala type company, Now they are planning to come up in professional way, for that I have to do performance Appraisal for the Team, can any one help we out with process and guide lines and also if any attachment for reference as well.
mail me at or call 9349902300
Thank you!!
Nikhil Shah

From India, Kochi
Sumasatish: Dear All, I need to prepare a presentation on Appraisal proposal considering market survey and matrix to supporting it on employees salaries. It is a startup IT company and employees are getting very less salary. I need to present it to management about market standards salary for developers with a proposal for appraisal. Please share me the excel matrix to support appraisal for salary comparison and a PPT on appraisal. I need it urgently. Please help HR managers who came across this and prepared a PPT for your management. Regards, Suma
on Today 07:37 AM Edit Report Abuse

From India, Bangalore

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