Section A: Employee Details
| Field | Entry |
| Employee Name | |
| Employee ID | |
| Department | |
| Designation | |
| Reporting Manager | |
| Review Period | (Quarterly / Mid-Year / Annual) |
| Date of Review |
Section B: Goal / KRA Achievement
(To be filled using the Goal/KRA Setting Template as reference)
| Objective | KRA / Key Result | KPI / Measurement | Weightage (%) | Target | Employee Self-Rating | Manager Rating | Final Status | Comments |
| Deliver high-quality projects | On-time delivery | % of projects delivered on/before deadline | 25% | ≥95% | ||||
| Improve client satisfaction | CSAT Score | Avg. client rating | 20% | ≥4.5/5 | ||||
| Build team capability | Conduct training | # of sessions delivered | 15% | 4 |
(More rows as per employee’s finalized goals/KRAs)
Section C: Competency & Behavioral Evaluation
(Ratings based on 1–5 scale: 1 = Needs Improvement, 5 = Excellent)
| Competency / Behavior | Description | Employee Self-Rating | Manager Rating | Comments |
| Technical / Functional Skills | Application of role-specific knowledge & expertise | |||
| Problem-Solving | Ability to analyze and resolve issues effectively | |||
| Collaboration & Teamwork | Works well with peers, contributes to team goals | |||
| Communication | Clarity, responsiveness, and effectiveness of communication | |||
| Cultural Alignment | Adherence to company values (Growth, Impact, Culture, Rewards, Balance) |
Section D: Overall Rating
(Weighted average across KRAs and competencies — auto-calculated in HRIS/Excel)
| Category | Weightage | Score | Weighted Score |
| KRA / OKR Achievement | 70% | ||
| Competency & Behaviors | 30% | ||
| Final Rating | 100% |
Rating Scale (example):
- 4.5 – 5.0: Outstanding
- 3.5 – 4.4: Exceeds Expectations
- 2.5 – 3.4: Meets Expectations
- 1.5 – 2.4: Needs Improvement
- 1.0 – 1.4: Unsatisfactory
Section E: Feedback & Development
- Employee Self-Feedback:
- Strengths I demonstrated: __________
- Areas I want to improve: __________
- Support I need from manager/organization: __________
- Manager Feedback:
- Key strengths observed: __________
- Areas for development: __________
- Suggested training/mentoring: __________
Section F: Outcomes & Actions
| Action | Details | Owner | Timeline |
| Promotion / Role Change | |||
| Salary Increment / Bonus | |||
| Training / Development Plan | |||
| Performance Improvement Plan (if needed) |
Section G: Sign-Off
| Name | Signature / Digital Approval | Date |
| Employee | ||
| Manager | ||
| HR Reviewer |