HR KPI Assessment Template

HR KPI Assessment Template

Personal Information

Position Information

Reporting Manager:

Start Date:    Review Period Start:    Review Period End:

KPI Overview and Instructions

Use the KPI sections below to record specific, measurable targets aligned to the employee's role. For each KPI include the target, the weighting toward the overall assessment, actual performance, a numeric rating (1-5) and manager comments. Ratings should be supported by documented evidence. Weightings must total 100%.

KPI Details

KPI 1 Title:

Weight (%):    Target:    Actual:    Rating (1-5):

KPI 2 Title:

Weight (%):    Target:    Actual:    Rating (1-5):

KPI 3 Title:

Weight (%):    Target:    Actual:    Rating (1-5):

KPI 4 Title:

Weight (%):    Target:    Actual:    Rating (1-5):

Overall Assessment & Development

Total Weighted Score:

Overall Rating (scale 1-5):

Employment History (Most Recent)

Education

Graduation Date:

Professional References

Legal Disclosures & Authorizations

At-Will Employment: Nothing in this assessment alters or modifies the at-will employment relationship. Employment may be terminated by either the employee or the employer at any time, with or without cause and with or without notice, unless modified by a written agreement signed by an authorized company representative.

Equal Employment Opportunity: The organization provides equal employment opportunity to all employees and applicants without regard to legally protected characteristics. Performance evaluations are based on objective job-related criteria.

Authorization to Verify: By signing below, I authorize the employer to contact my references and prior employers to verify employment history, performance, and other relevant information necessary to substantiate this assessment. I further authorize any background or credential checks required by company policy as part of ongoing employment review.

I acknowledge and understand the At-Will Employment statement.
I acknowledge and understand the Equal Employment Opportunity statement.
I authorize verification of references and background checks as described above.

Applicant / Employee Certification

I certify that the information contained in this assessment document is complete and accurate to the best of my knowledge. I have discussed the contents with my manager. My signature below acknowledges receipt of this assessment and does not necessarily indicate agreement with all ratings; I may provide a written response to be attached to this record.

HR Notes

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