Section 1: Employee Information
Employee Name: _______________
Employee ID: _______________
Department: _______________
Designation: _______________
Manager: _______________
Review Period: _______________
Date of Joining: _______________
Section 2: KRA Performance Rating
Rate each Key Result Area on a 1–5 scale:
- •5 - Exceptional: Significantly exceeded expectations
- •4 - Exceeds Expectations: Consistently exceeded targets
- •3 - Meets Expectations: Achieved all targets
- •2 - Needs Improvement: Partially met targets
- •1 - Unsatisfactory: Did not meet targets
| KRA | Weight | Self Rating | Manager Rating | Weighted Score |
|---|---|---|---|---|
| [KRA 1 - e.g., Revenue Target] | 30% | |||
| [KRA 2 - e.g., Customer Satisfaction] | 25% | |||
| [KRA 3 - e.g., Project Delivery] | 20% | |||
| [KRA 4 - e.g., Team Collaboration] | 15% | |||
| [KRA 5 - e.g., Learning & Development] | 10% | |||
| **Total** | **100%** |
Overall KRA Score (Manager Weighted): _____ / 5
Section 3: Competency Assessment
| Competency | Self Rating (1–5) | Manager Rating (1–5) |
|---|---|---|
| Communication | ||
| Problem Solving | ||
| Initiative & Ownership | ||
| Teamwork & Collaboration | ||
| Adaptability | ||
| Technical Skills |
Average Competency Score: _____ / 5
Section 4: Final Performance Score
Final Score = (KRA Score × 70%) + (Competency Score × 30%)
Final Score: _____ / 5
| Score Range | Rating | Typical Increment |
|---|---|---|
| 4.5 – 5.0 | Exceptional | 20–30% |
| 3.5 – 4.4 | Exceeds Expectations | 12–20% |
| 2.5 – 3.4 | Meets Expectations | 8–12% |
| 1.5 – 2.4 | Needs Improvement | 0–5% |
| < 1.5 | Unsatisfactory | 0% (PIP) |
Section 5: Self-Assessment (Employee)
Key achievements this year (3–5 bullet points):
1.
2.
3.
Challenges faced and how you addressed them:
Areas where you feel you could have done better:
What support do you need from your manager/organisation?:
Section 6: Manager Assessment
Strengths demonstrated this year:
Areas for improvement:
Specific incidents supporting the rating (mandatory for ratings of 1 or 5):
Manager's overall comments:
Section 7: Goals for Next Year
| Goal | Metric | Target | Timeline |
|---|---|---|---|
Section 8: Development Plan
Training/certifications recommended:
Stretch assignment or project for next year:
Career path discussion (next role, timeline):
Section 9: Salary Revision Recommendation
Current CTC: ₹ _______________
Recommended Increment %: ______%
New CTC: ₹ _______________
Effective Date: _______________
Justification:
Signatures
Employee: _______________ Date: _______________
Manager: _______________ Date: _______________
HR: _______________ Date: _______________