HR Performance Assessment Plan

HR PERFORMANCE ASSESSMENT PLAN

Personal Information

Employee Name:

Employee ID:    Date of Birth:

Position & Review Period

Job Title:    Department:

Reporting Manager:

From:    To:

Assessment Type: Probationary Annual Mid-Year Other:

Performance Objectives (SMART)

List measurable objectives for the review period. Each objective must include target, measure, weight, and target completion date.

Target/Metric:    Weight (%):    Target Date:

Target/Metric:    Weight (%):    Target Date:

Target/Metric:    Weight (%):    Target Date:

Key Performance Indicators (KPIs)

Record core KPIs used to evaluate performance. Provide measurements and ratings where applicable.

Target:    Measurement:    Current Rating:

Target:    Measurement:    Current Rating:

Target:    Measurement:    Current Rating:

Core Competencies

Rate the employee on the competencies below: 1 = Unsatisfactory, 3 = Meets Expectations, 5 = Exceptional.

Job Knowledge:

Quality of Work:

Communication:

Teamwork:

Initiative:

Development & Training Plan

Identify required development activities, training, mentoring, or resources to support objective achievement and competency improvement.

Planned Action:

Timeline:

Success Criteria:

Performance Summary & Manager Comments

Manager summarizes performance, accomplishments, and areas for improvement. This summary shall form the basis for the final rating and development actions.

Final Rating & Recommended Actions

Overall Rating (select one): Exceeds Expectations Meets Expectations Needs Improvement Unsatisfactory

Legal Statements & Employee Acknowledgments

At-Will Employment: The employee acknowledges that employment remains at-will, meaning either the employer or the employee may terminate the employment relationship at any time, with or without cause or prior notice, unless otherwise agreed in a written contract signed by an authorized representative.

Equal Employment Opportunity: The company commits to equal employment opportunity without regard to race, color, religion, sex, national origin, age, disability, or other protected characteristic as required by applicable law.

Accuracy Certification: I certify that, to the best of my knowledge, the information recorded in this assessment is accurate and complete. I understand that falsification or deliberate omission of material information may be grounds for disciplinary action up to and including termination.

Authorization to Verify: I authorize the company and its agents to contact previous employers, educational institutions, and references for the purpose of verifying information relevant to employment and professional qualifications. I also authorize the company to obtain background check information where permitted by law and to use the results in employment-related decisions.

Consent to Verification: I consent to verification and background checks.

Supplemental Employment History

Dates Employed: From To

Dates Employed: From To

Education

Graduation Date:

References

Provide three professional references who can speak to the employee's performance and qualifications.

Applicant Certification

I certify that all information provided in this Performance Assessment Plan is true, accurate, and complete to the best of my knowledge. I understand that this plan is intended to guide performance expectations and development, and that it does not alter the at-will nature of my employment unless a separate written agreement states otherwise and is signed by an authorized company representative.

Employee Acknowledgment: I acknowledge that I have discussed the contents of this assessment with my manager and that I have received a copy of this plan.

Employee acknowledges receipt and discussion.

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