The Appraisal Request Form serves as a crucial document in the performance management process within Indian organizations, designed to comply with local labor laws and corporate governance requirements. This document is typically used at the beginning of performance review cycles, whether annual, semi-annual, or special circumstances such as promotion considerations. The form captures essential information including employee details, performance period, achievements, goals, and supporting documentation. It ensures a standardized approach to initiating performance reviews while maintaining proper documentation for HR records and legal compliance. The document is structured to facilitate clear communication between all stakeholders involved in the appraisal process and serves as an official record of the performance review request.
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1. Employee Information: Basic details including employee name, ID, department, designation, and reporting manager
2. Appraisal Period: Timeframe for which the appraisal is being requested (start and end dates)
3. Current Role Details: Information about current position, responsibilities, and time in role
4. Reason for Appraisal: Specification of whether this is a regular performance review, promotion consideration, or special review
5. Self-Assessment Summary: Brief overview of key achievements, challenges, and improvements during the review period
6. Goals and Objectives Review: List of previously set goals and status of their achievement
7. Supporting Documents: List of attachments or references to performance-related documentation
8. Declaration: Statement confirming the accuracy of information provided and understanding of the appraisal process
9. Acknowledgments: Signature sections for employee, immediate supervisor, and HR representative
1. Career Progression Plan: Section for indicating desired career path and development goals, used when the appraisal is linked to career advancement
2. Training Requirements: Section for specifying training needs and skill development areas, included when focusing on employee development
3. Project Details: Section for listing significant projects handled during the review period, relevant for technical or project-based roles
4. Client Feedback: Section for including client testimonials or feedback, applicable for client-facing roles
5. Performance Metrics: Specific KPIs and measurement criteria, included for roles with quantifiable targets
1. Performance Rating Scale: Appendix explaining the company's performance rating system and criteria
2. KPI Matrix: Schedule detailing the key performance indicators and their weightage
3. Supporting Document Checklist: List of required and optional documents to be attached with the appraisal request
4. Department-Specific Competencies: Schedule listing role-specific competencies and evaluation criteria
Relevant legal definitions
Appraisal Period
Appraiser
Appraisee
Performance Metrics
Key Performance Indicators (KPIs)
Review Cycle
Performance Rating
Competencies
Development Areas
Goals
Objectives
Self-Assessment
Performance Review Committee
Reviewing Authority
Immediate Supervisor
Reporting Manager
Assessment Parameters
Performance Standards
Career Development Plan
Supporting Documentation
Target Achievement
Performance Improvement Plan
Evaluation Criteria
Rating Scale
Appraisal Outcome
Appraiser
Appraisee
Performance Metrics
Key Performance Indicators (KPIs)
Review Cycle
Performance Rating
Competencies
Development Areas
Goals
Objectives
Self-Assessment
Performance Review Committee
Reviewing Authority
Immediate Supervisor
Reporting Manager
Assessment Parameters
Performance Standards
Career Development Plan
Supporting Documentation
Target Achievement
Performance Improvement Plan
Evaluation Criteria
Rating Scale
Appraisal Outcome
Clauses
Personal Information
Current Role Description
Performance Period
Evaluation Criteria
Goal Assessment
Confidentiality
Data Protection
Documentation Requirements
Review Process
Assessment Declaration
Employee Rights
Grievance Procedure
Electronic Submission
Record Retention
Non-Discrimination
Reviewer Authorization
Amendment Rights
Performance Metrics
Supporting Evidence
Acknowledgment
Current Role Description
Performance Period
Evaluation Criteria
Goal Assessment
Confidentiality
Data Protection
Documentation Requirements
Review Process
Assessment Declaration
Employee Rights
Grievance Procedure
Electronic Submission
Record Retention
Non-Discrimination
Reviewer Authorization
Amendment Rights
Performance Metrics
Supporting Evidence
Acknowledgment
Relevant Industries
Information Technology
Banking and Financial Services
Manufacturing
Healthcare
Retail
Education
Telecommunications
Professional Services
Hospitality
Public Sector
Construction
Energy and Utilities
Media and Entertainment
Pharmaceutical
Automotive
Relevant Teams
Human Resources
Performance Management
Employee Relations
Talent Management
Learning & Development
Operations
Department Management
Business Units
Project Management Office
Personnel Administration
Relevant Roles
HR Manager
HR Business Partner
Performance Management Specialist
Department Manager
Team Leader
Project Manager
Chief Human Resources Officer
HR Director
Employee Relations Manager
Talent Management Specialist
Line Manager
Operations Manager
Business Unit Head
Supervisor
Resource Manager
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