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Staff Performance Appraisal Form: Part I Appraisee


The staff appraisal process should not be seen as a means of solely checking "productivity". It should be used to identify the strengths and weaknesses of staff, training needs and aspirations, and achievable targets as an integral part of staff management and motivation.

This document is compliant with the GDPR (General Data Protection Regulation).

Part I & II should be prepared by the Appraiser. Both forms have questions and criteria entered into the relevant sections. These are examples only and will/do not necessarily reflect each individual business' needs. Please add to or alter according to your appraisal requirements.

Part I should be sent to and then completed by the Appraisee. It can either be returned to the Manager/Appraiser prior to the interview or brought to the appraisal interview, depending on how the company wishes to conduct the appraisal interview.

The Guidance Notes explain the scoring system and what is expected from the Appraisee in each of the following headings of the form:
1. Duties & Responsibilities
2. Discussion Points
3. Objectives (prior year) and performance
4. Capability & Knowledge
5. Objectives/Targets for next 12 months

This template is in fixed field format. Simply press TAB to jump from one field to the next and SHIFT + TAB to go back. Alternatively, use the mouse to click from one field to the next.

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