ANNUAL PERFORMANCE ASSESSMENT
Name : Employee ID:
Position : Department :
Immediate Superior : Assessment Period :
Demonstrated Results
(Please click on the appropriate box)
Successfully
Exceeded Partially Meet Did Not Meet
Key Results Area & Assessment Criteria Weightage Expectations
Meet
Expectations Expectations
(100%) Expectations
Consistently Meet and often Meet but often Does not meet
exceeds exceeds falls short of and significant
performance performance performance improvement
standards standards standards needed
Ability to execute assigned tasks successfully
Job Knowledge
Demonstrates strong knowledge of the job/tasks/product
30%
Able to guide others on the job
Ability to solve problem proactively
Consistently produce high quality work/output
Quality of Work
Meticilous and detailed in accomplishing the task
25%
Able to idenitfy potential issues early
Able to idenfities areas for improvement proactively
Able to work as a team and adds to team's strength
Behaviour/Attitude
Transparent and high work ethics in discharging work
25%
Takes initiatives and strive for excellence
Conscious on cost and profitfability
Ensures safety matters (including Covid-19 measures)
are adhered and implemented
Role model to other employees
Others
20%
Makes effort to self improve
Takes calculated risks and implement counter
measures to achieve goals.
100% Total Score
Exceeded Successfully Meet Partially Meet Did Not Meet
Performance Rating
Expectations Expectation Expectations Expectations
Assessment Scoring 3.50 - 4.00 3.00 - 3.49 2.00 - 2.99 1.00 - 1.99
Areas for Improvement
Trainings Required/Development Measures
Employee Comments/Feedback
Performance Improvement Plan (PIP) (Please tick if relevant)
Required Remarks
Not Required
Comencement Date :
Employee Signature Superior/Assessor Singnature Head of Department Singature
Name : Name : Name :
Date : Date : Date :
For Human Resource/Admin Use
Received on : Received by :
Remarks :
Target Setting for New Financial Year Assessment Period :
Keyt Result Area Details on Expectation
Ability to execute assigned tasks successfully Fill in for new year
Job Knowledge
Demonstrates strong knowledge of the job/tasks/product Fill in for new year
Able to guide others on the job Fill in for new year
Ability to solve problem proactively Fill in for new year
Consistently produce high quality work/output Fill in for new year
Quality of Work
Meticilous and detailed in accomplishing the task Fill in for new year
Able to idenitfy potential issues early Fill in for new year
Able to idenfities areas for improvement proactively Fill in for new year
Able to work as a team and adds to team's strength Fill in for new year
Behaviour/Attitude
Transparent and high work ethics in discharging work Fill in for new year
Takes initiatives and strive for excellence Fill in for new year
Conscious on cost and profitfability Fill in for new year
Ensures safety matters (including Covid-19 measures)
Fill in for new year
are adhered and implemented
Role model to other employees Fill in for new year
Others
Makes effort to self improve Fill in for new year
Takes calculated risks and implement counter
Fill in for new year
measures to achieve goals.
Employee Signature Superior/Assessor Singnature Head of Department Singature
Name : Name : Name :
Date : Date : Date :
Note :
1. Please use additional shett if necessary
2. Please use SMART target
3. A copy of the target setting and assessment for current year to be given to employee
4. Ensure proper development measures/trainings are identified
5. Employees are advised to seek clarification from superior from time to time and keep the superior on your progress.
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Instruction/Notes
1. Do not delete column S & T. These column is hidden. The column is formularised.
2. Do not delete colum R. It is formularised
3. You can change the weightage to suit your needs but max is 100%.
4. You may change Key Results Area & Assessment Criteria to suit your needs.
5. To uncheck the button, right click on the button, click format control and then click 'unchecked'.
6. Keep the assessment lean & simple. If you want to add the assessment criteria, pls get an excel expert to help you.
6. This from is design with 4 rating. You may add additional rating, but you need to get an Excel expert to help you
7. If you want to change the Assessment Scoring, get an excel expert to help you
8. For targets that are numerical, ie, sales, or projects, etc can be recorded in other documents and the outcome reflected in t
9. You may change the assessment ratings to others such as below; or any other ratings
Example 1 Example 2 Example 3
Exceeded Expectations Outstanding 1
Successfully Meet Expectations Good 2
Partially Meet Expectations Average 3
Did Not Meet Expectations Poor 4
10. From the assessment you can then determine the increment and/or bonus as below; (an example)
Performance Rating Increment Amount Bonus
Exceeded Expectations 6% 3 months
Successfully Meet Expectations 3% 2 months
Partially Meet Expectations 1% 0.5 months
Did Not Meet Expectations 0 0
11. Avoid measuring disciplinary issues in performance assessment. Disciplinary issues must be dealt with on time as and whe
12. To promote an employees, it is advisable to only promote someone with at least 2 years of Exceeded Expectations and or/
'unchecked'.
get an excel expert to help you.
t an Excel expert to help you
ocuments and the outcome reflected in this assessment form.
Example 4 Example 5
Excellent A
Good B
Satisfactory C
Below Satisfactory D
ow; (an example)
Employees goes into PIP
s must be dealt with on time as and when it happens, else it can be said to be condoned.
2 years of Exceeded Expectations and or/Successfully Meet Expectations.
No S M
SPECIFIC MEASURABLE
1
6
A R
ACHIEVABLE REALISTIC/RELEVANT
T
ACHIEVABLE/AMBITIOUS
