HCM GROUP
HCM Group
HCM Group
Performance Appraisal Form
For use in annual, biannual, or quarterly review cycles. Customizable per function, level, and goal system (e.g., OKRs, KPIs, SMART).
Employee Name: ____________________
Job Title: ____________________
Department: ____________________
Manager: ____________________
Review Period: ____________________
Date of Review: ____________________
1. Goal Achievement Summary (40%)
Based on pre-set goals using OKRs/KPIs/SMART objectives. Rate and comment on progress and outcomes.
| Goal / Objective |
Target |
Outcome |
Rating (1–5) |
Manager’s Comments |
Rating Scale: 1 – Not Met | 2 – Partially Met | 3 – Met | 4 – Exceeded | 5 – Far Exceeded
2. Core Behavioral Competencies (30%)
Evaluate based on company values and success behaviors.
| Competency |
Description |
Rating (1–5) |
Comments & Examples |
| Collaboration |
Works effectively across teams |
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| Accountability |
Takes ownership and delivers |
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| Communication |
Communicates clearly and with impact |
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| Problem Solving |
Applies judgment and initiative |
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| Adaptability |
Responds well to change and feedback |
3. Managerial/Leadership Competencies (for people managers only)
Optional section for individuals in supervisory roles.
| Competency |
Rating (1–5) |
Examples / Notes |
| Developing Others |
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| Strategic Thinking |
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| Team Leadership |
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| Decision-Making |
4. Employee Self-Reflection (Optional but recommended)
To be completed by the employee prior to the review meeting.
- What are your top accomplishments this period?
- What were your biggest challenges or roadblocks?
- What support or resources would help you succeed further?
5. Career Development & Learning Plan (15%)
Capture agreed development actions aligned to role growth or future potential.
| Development Area |
Learning Activity / Goal |
Target Date |
Support Needed |
6. Overall Performance Rating (15%)
Consider weighted goals, competencies, and qualitative input.
Final Rating:
☐ 1 – Does Not Meet Expectations
☐ 2 – Partially Meets Expectations
☐ 3 – Meets Expectations
☐ 4 – Exceeds Expectations
☐ 5 – Exceptional Performance
7. Signatures and Acknowledgment
This form is not a contract. The employee’s signature acknowledges that the review discussion took place, not necessarily agreement with the evaluation.
- Employee Signature: ____________________ Date: ___________
- Manager Signature: ____________________ Date: ___________
- HR Representative (if applicable): ____________________ Date: ___________
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883-373-766
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