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Performance management forms


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Performance management forms

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Performance management forms

  1. 1. Performance management formsPerformance Evaluation Form - What Is It?The employee performance evaluation form is one of the performance management toolsutilized during the employee performance planning and evaluation stages of theemployee performance management process under the organizations performancemanagement system. Contrary to the subjective performance appraisal form, theemployee performance evaluation form is objective in nature with well-establishedquantifiable performance indicators.Its ComponentsThe employee performance evaluation form has 2 components1- The Objective Record Sheet (ORS) - This employee performance evaluation form isaccomplished by the employee throughout the performance planning phase at the start ofthe year and serves as basis during the quarterly performance evaluation and semestralreview. It comes in excel format with two major segments, the first being ObjectiveIndicators which composed of the measures in the aspects of quality, quantity, time andcost. On the other extreme of each measure are the corresponding ratings from excellent,good, fair and poor. Another major segment is the Activities covering the vital activitiesto be carried out; completion period; cost; support needed and; the source of support.After a critical consideration, the ORS is signed by both the employee and the immediatesupervisor. One ORS for every KRA and goal/strategy shall be accomplished.2- The Individual Operating Plan (IOP) - Similarly, the staff shall accomplish thisemployee performance evaluation form in the planning stage but shall be used fully in thequarterly and periodic review. Also, it comes in excel format consolidating the entries ofthe ORSs. The form has 3 major segments, the first of which is the Performance with acorresponding weight of 90%. It involves the institutional strategy/goals supported; KeyResult Areas (KRAs); weight per KRA; individual objectives; rating for ORS and; thefinal rating. The second is the Behavioral Segment which accounts for 10% weight. Itinvolves both the employees self-rating and that of the immediate supervisor. Oppositethem are entries on the demonstration of organizational core values; feedback fromclients and co-workers and; average rating. The third and last segment of the form is theOverall Rating which comprise the overall weighting; formula; weighted rating and; theOverall Numerical Rating. As usual, the IOP is signed by the employee and approved bythe immediate supervisor.Its Strength
  2. 2. Most of the time, and with no employee performance management system installed,favoritism emerge in traditional organizations as performance targets of both superiorsand subordinates are ambiguous and knowledge on doing just and equitable performanceratings are limited. Also, the rating mechanics come in subjective format like choices ofboxes from 1 to 5, the lowest being poor and the highest being excellent, thereby leavingroom for interpretation and bias on both the staff and the supervisor.This employee performance evaluation form template is designed to correct the classicbias-prone subjective performance appraisal form for the reason that ratings are doneobjectively based on well-defined quantifiable indicators plus the fact that the managersperformance are tied up with that of their subordinate staff. : Over 200 ebooks, templates, forms forperformance appraisal.