Performance Appraisal Evaluation Form for the United States

Performance Appraisal Evaluation Form Template for United States

A standardized document used in the United States for evaluating employee performance against predetermined criteria and objectives. This form complies with federal employment laws including the Civil Rights Act, ADA, and ADEA, providing a structured framework for fair and objective assessment of work performance, skills, and professional development needs. It serves as an official record of performance reviews and supports employment decisions while maintaining legal compliance.

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What is a Performance Appraisal Evaluation Form?

The Performance Appraisal Evaluation Form is a crucial HR document used across United States organizations to conduct and document employee performance reviews. This form ensures consistent evaluation criteria, helps track professional growth, and maintains compliance with federal employment regulations. It typically includes performance metrics, achievement assessments, development goals, and both employee and supervisor input. The document serves as an official record for employment decisions and professional development planning, while providing documentation that may be necessary for legal compliance or dispute resolution.

What sections should be included in a Performance Appraisal Evaluation Form?

1. Employee Information: Basic details including name, position, department, and review period

2. Performance Criteria: Standard evaluation metrics including job knowledge, quality of work, productivity

3. Rating Scale: Clear definition of performance rating levels (e.g., Exceptional, Meets Expectations, Needs Improvement)

4. Overall Assessment: Summary of performance and final rating

5. Signatures: Space for employee and supervisor acknowledgment

What sections are optional to include in a Performance Appraisal Evaluation Form?

1. Development Plan: Section for documenting future goals, improvement areas, and professional development objectives

2. Self-Assessment: Section for employee's own evaluation of their performance and achievements

3. Compensation Review: Section for documenting salary adjustments, bonus considerations, and other compensation-related decisions

What schedules should be included in a Performance Appraisal Evaluation Form?

1. Performance Metrics Details: Detailed explanation of scoring criteria and performance standards for each evaluation category

2. Development Resources: List of available training programs, courses, and development opportunities

3. Previous Reviews Summary: Historical performance data and trends from past review periods

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

United States

Publisher

Genie AI

Document Type

Evaluation Form

Cost

Free to use
Industries

Title VII of the Civil Rights Act of 1964: Federal law prohibiting employment discrimination based on race, color, religion, sex, and national origin. Must ensure performance appraisal criteria and language are non-discriminatory.

Americans with Disabilities Act (ADA): Federal law requiring reasonable accommodations for disabled employees and preventing discrimination. Performance metrics must account for approved accommodations.

Age Discrimination in Employment Act (ADEA): Federal law protecting workers 40 and older from age discrimination. Evaluation criteria must be age-neutral and based on actual performance.

Equal Pay Act: Federal law requiring equal pay for equal work regardless of gender. Performance evaluations must support pay decisions with objective criteria.

National Labor Relations Act: Federal law protecting workers' rights to organize and discuss working conditions. Evaluations must not penalize protected concerted activities.

Fair Labor Standards Act (FLSA): Federal law establishing wage, overtime, and recordkeeping requirements. Performance evaluations may impact employment classification and compensation decisions.

EEOC Guidelines: Federal guidelines for ensuring non-discriminatory employment practices, including performance evaluation procedures and documentation.

29 CFR ��1602: Federal regulations specifying recordkeeping requirements for employment records, including performance evaluations.

Privacy Requirements: Legal obligations to protect employee privacy and personal data in performance evaluation documents and storage.

State Employment Laws: Various state-specific requirements for employment practices, including performance evaluation procedures and documentation.

Documentation Best Practices: Requirements for objective criteria, clear metrics, specific examples, employee feedback, rating scales, and development goals in performance evaluations.

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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