How Do I Create Effective Performance Appraisal Forms for Sales and Admin Roles?

Hi,

Can someone guide me for the performance appraisal form format? I am an HR professional in the automobile industry, and the main emphasis is on the sales department, where I have to conduct performance appraisals.

Another main issue is how to appraise the performance of the accounts department and the receptionist.

Thank you.
Jyoti

Hi Jyoti,

You can find many performance appraisal formats by using the Google search engine. Concerning the appraisal of the sales department, accounts, etc., I advise you to seek help from the respective department heads as they directly deal with their team members and can better inform you about their key result areas.

You can also identify areas for receptionists and all other support staff based on their job profiles.

Regards,
Hitesh

Hi Hitesh,

Thank you very much for your suggestion. I have searched on Google, but I could not find anything constructive there. Could you please tell me the names of some good sites where I can search for performance appraisal forms?

Thank you.
Regards,
Jyoti

Hi Hitesh,

If you are planning for a performance appraisal, you need to work out a few things before finalizing the performance appraisal form. Simply downloading a performance appraisal form from any website will not lead to completing performance appraisal results. You need to focus on the actual requirements of the company.

You can develop your own performance appraisal form by looking into the basic functioning of the organization. You need to do a bit of exercise:

1) Obtain the job description of the employee from respective department heads.
2) Obtain the job description from the employee.
3) Conduct job analysis with the department head.
4) Identify key result areas with the HR department in consultation with department heads.

These key result areas, identified mutually with department heads, would form the goals and objectives in the performance appraisal form. Based on the job description, you can decide on the key factors for performance appraisal. Moreover, this process can help in identifying training needs.

Suresh

Hi All,

I am attaching a format of a performance appraisal form that might be of help to you.

Neha :)

Hello Mr. Kumar,

Please forward me a copy of the performance appraisal format at "yaminisharma_13@yahoo.co.in." Also, could you please explain to me how to calculate performance based on the performance appraisal?

Regards,
Yamini

Hi Jyoti,

I have emailed the appraisal form to your ID. You can check it.
I hope you have received it.

Neha :)

Hi,

This format is wonderful, and the information is also excellent. I want to thank the person who has made it and also thank once again for sharing it with all of us.

I have another query. I will be thankful to those who help me with this. I work in a software company that is newly started, and I am the only person managing HR and operations here.

My query is how should I handle payroll administration here. I have payslip formats with me, but I don't have the percentages that should be maintained and how to calculate a person's salary every month. Please provide me with guidance on how to proceed with this.

Hi Neha,

Neha, I have not received the performance appraisal form yet on my personal ID. Did you send the form to jyoti_121981@yahoo.com? Could you please resend it?

Thank you.

Regards,
Jyoti
jyoti_121981@yahoo.com

I needed some clarification on performance appraisals based on MBO and KRAs. What is the difference between a performance appraisal system based on MBO and KRAs.

Hi Neha,

I am attaching a format of a performance appraisal form that might be of help to you. It's a very nice procedure for appraisal, as it allows the appraisee to self-appraise and set goals for the next year before the appraiser conducts the appraisal. Did you design this form? Thank you for sharing it with us.

Regards,
Varsha

It's easy to understand performance appraisal and its formats, but it's too difficult to find out how the performance is actually being calculated. Even MBA books also teach the theory to calculate it. I'm not able to figure out how to do it practically.

Regards,
Shweta

Please send me a performance appraisal form to my email address because I work in IT-enabled services as an HR executive.

With regards,
Reshmi

Hi Yamini,

I am sending you the Performance Appraisal Format to the email address you provided. I hope it will meet your requirements.

Regards,
Htareen

Dear Neha,

I need your guidelines. I am working with the Manufacturing unit, and Management has delegated a new responsibility of SKILL MATRIX and PMS for Shop Floor workers. Your cooperation would be highly appreciated in this regard. Can you please cooperate with me? My email is [vinod_suvase@rediffmail.com](mailto:vinod_suvase@rediffmail.com).

Vinod A. Suvase

Hi Jyoti,

I think this will help you.

Yousuf

I am working in IT-enabled services as an HR. Please send me the performance appraisal form/guideline.

Regards,
Fiyaz

Hi, even I am working on the same project. Kindly help me out with some sample appraisal form. It will be of great help to me. Thanks, Suman (HR Executive).

Can you please tell me how to prepare a self-performance appraisal format for a Business Development Manager (responsible for sales, team management, and target accomplishment), as well as for Team Leaders and Executives who are responsible for sales through telecalling?

Dear Kumar,

Please forward me a copy of the performance appraisal format.

Regards,
Bhuvan

Hi,

I have to prepare a project on performance appraisal. Please help me in preparing the questionnaire.

Thank you.

Actually, I'm a student of MBA. There are many HR managers here, so I think I can get help from these people. I am looking for a performance appraisal form of an organization. I need it by today. I hope one of you can assist me. Thank you.

I want to join this forum only to know about the recent trends of HR because I'm taking HR as my specialization paper.

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Thank you for using proper English. If you have any more text that needs to be corrected, feel free to share!

Hi Jyoti,

I have emailed the appraisal form to your email address; you can check it there. I hope you have received it.

Neha :)

Hi, I am working for a corporate office and I have a question to ask. After how many months do we conduct the employee appraisal, and I require an appraisal format. Please reply to me at my email address sandra.fer0550@gmail.com.

Hi,

For the appraisal of the performance, a Self Appraisal Form is provided at the individual employee's end, and a Performance Rating Sheet is available at the team manager's end.

Anurag

Hi,

For the appraisal of the performance, we can introduce the self-appraisal form at the employees' end and at the team manager's end, a performance rating sheet to cover all the facts.

Anurag

Please help me fill out the performance appraisal form. I work in the admin department as an admin assistant. Please send it to me at the earliest.

Hi, I am responsible for all administrative tasks such as front office management, handling travel arrangements like air tickets and taxis, vendor management, and booking conference rooms. I am attaching the self-appraisal form we received from HR. Please assist me in completing it. The form requires information on the duration, specific tasks accomplished briefly, challenges faced, and suggestions. If you could provide some examples of completed forms, it would be greatly appreciated. Thank you.

Dear,

Please go back to the basics of appraisal techniques. Consider the Job Description and formulate your approach accordingly. This may vary depending on the perspective of top management and the organizational requirements.

H.R. Singh

Dear all,

I am new in this field. My boss wants me to create a non-performance policy that includes deducting a certain percentage from an employee's salary if they do not achieve their target.

I am confused. Is it correct to implement this type of policy?

Hope for your reply.

Thanks,
Pushkar

Can anybody guide me on how to design a performance appraisal form for an ad agency? It will be based solely on company values and objectives, not on job descriptions.

Dear All,

I would be grateful if you could provide me with the Leave Policy of a Company. Kindly clarify how many casual leaves and sick leaves are allowed to an employee, and what are the rules to apply for these leaves. Additionally, I would like to request a holiday list for the upcoming year 2009.

I am eagerly awaiting your response, friends.

Thanks,
Mousumi

I believe every organization has its own needs, and these needs differ due to the set of professionals employed within the organization. I would suggest not to use any of the sourced PMS forms immediately. It is good to have a couple of formats and then study them thoroughly along with the organization's needs. A PMS form will also depend on the level of maturity of the employees to understand the PMS process. So, I would suggest first studying your organization's needs, understanding the employees' familiarity with the performance appraisal process, and then choosing the one that suits your requirements. Good luck :)

Regards,
Anshul Saxena

Hi,

I want to know how to compute performance appraisals. I am developing software, and I need to know this. It will be helpful for me. Thank you in advance.

Please provide me with the same.

My email id is [Login to view].

I need the performance appraisal form, please. I am working in the automobile industry where we have service and sales sections.

Thank you.

Dear Mr. Kumar,

Please forward me a copy of the Marketing daily report format.

Regards,
Madhu

Hi Neha,

Thanks for this nicely drafted appraisal form covering all aspects of the appraisal. Was it prepared by you/your company, or taken from somewhere else?

- Jaswant

Dear sir/madam,

Greetings!!

In order to assess the performance of the individual, the roles need to be clearly marked out. In the organization that you are working in, I am sure that you may have a detailed role directory. Keeping this role directory in mind, you may design department-specific forms or a detailed generic form that can be molded to different departments. Also, Suresh has already provided an excellent suggestion by mentioning the steps that you may need to take. The main components of any good appraisal form are as follows:

1. Details of the name, department, designation, and date of joining.

2. KPAs/KRAs

3. Key Activities

4. Key Performance Indicators

5. Space for feedback on the six-monthly performance review discussion

6. Space for writing feedback on the yearly performance review discussion

7. Space for providing ratings

8. A separate page for tracking monthly performance (this is especially for sales)

9. A short write-up on the method of assessing candidates and a clearly defined rating scale

Depending on the maturity and level of the persons for whom appraisals are to be conducted, you may or may not keep a provision for self-appraisal.

In order to get a greater insight into PMS, please read the book on PMS by Prof. T V Rao. It not only provides an in-depth detail on the theory of PMS, but also provides a lot of clarity on how a good PMS can provide wonderful benefits for the organization.

Please feel free to write to me at avinashvadi@gmail.com for any further clarifications.

Warm regards,

Avinash

Dear Jyoti,

Please find the enclosed Performance Appraisal form for the support department. This can help you with the Accounts and Reception profiles.

Regards,
Kapil Kotwal

Hi everybody, and Dear Neha,

Can you please help with a complex appraisal that includes an attitude test?

Hi all,

This is Devyani. I have a problem - tomorrow, September 25, 09, I have to conduct an appraisal for a female employee that is overdue by 8 months. As it is an untimely appraisal, the management intends to conduct a very scrutinized evaluation. I need to prepare a form by tomorrow.

Kindly help me with this. You can reply to me at deyani.ray@gmail.com.

Thanks,
Devyani

Maybe this sample Performance Review will help.

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Maybe this sample Performance Review will help.

Hi Neha,

I also need a performance appraisal form and self-appraisal format as there is no systematic format for the same in my company. Until now, appraisals have been done based solely on individual judgment. I have been tasked with preparing these documents for my company.

I would highly appreciate your prompt help with this. You can send them to me via email at karunasharma24@gmail.com / s.karunaa@gmail.com.

I look forward to an early response.

Thank you in anticipation.

Regards,
Karuna Sharma

Hi,

I am working for a consultancy firm where I was asked to implement the performance appraisal system. As I am doing it for the first time, I would like to know the formats and procedures. Please help.

Suganya
Email: carrers.wisdomtree@gmail.com

Can someone guide me on the performance appraisal form format for a Share Advisory Company? I am an HR professional here, and I need to conduct the Performance Appraisal of the sales department. I require a format for the same. Additionally, how can I appraise the performance of the Operations, Accounts department, and the receptionist?

Regards,
Dakshesh

Dear All,

I am working as an HR in an automobile company. We have decided to conduct a performance appraisal of staff members. I have searched for a performance appraisal form but could not find a suitable one for my company.

Could anyone please share a performance appraisal format and procedure?

Regards,
Swati

I am an MBA student. Please provide me with some documents related to performance appraisal for my project work.

Hi to all HR gurus, I have joined a software company as an HR executive. My boss has asked me to prepare a performance appraisal form. Could someone please help me with this? I would be grateful for any assistance.

Questions on Performance Appraisals

1. How do you calculate performance appraisals in a software company?
2. I need a performance appraisal form.

Regards,
Lavanya HR

Please guide me on the appraisal forms for the following purposes:

1. Appraisal form for a manager to appraise his team.
2. Appraisal form for peers.

Thank you.

Please find attached the performance appraisal form; it might be helpful to you.

Thanks & Regards,
Manoj

Hi, we are a software-based company. Could someone kindly help me out with a performance appraisal form that can be used for software engineers?

Regards,
Mathew

Hi, I am Somak, working in the factory of an FMCG product as an HR Executive. Can anybody please help me with a quarterly performance appraisal format for the factory staff?