The Performance Appraisal Tool Kit PDF Free Download

Whether you’re evaluating employees, teachers, students, or classes, an effective performance review needs to not only identify strengths and weaknesses but also inspire continuous improvement and ultimately ensure your organization’s overall success. With Jotform’s Performance Review PDF Templates, you can conduct effective performance reviews that meet your specific needs without having to design a questionnaire from scratch.

The performance appraisal tool kit pdf free. download fullAppraisal

In this method of performance appraisal, the employee is anchored as a good, average or poor employee based on the overall performance and behavior evaluation. The human resource department is also involved in this method, and they are informed about the employee’s behavior ad performance simultaneously. Critical Incident Method. Performance Appraisal Form. This performance appraisal form contains a list of performance factors. Employees are supposed to be rated on them. There is a detailed guide that explains each of the performance factors and also the levels of performance that one must choose from to rate the employee. Download Performance Appraisal. THE MODEL PERFORMANCE APPRAISAL TEMPLATEthat follows can be used right off the shelf or modified using formats and content found throughout the book and in the six sample templates that follow in Appendix D. Feel free to use this as a starting point but to amend it depending on your company’s stage of development, culture, and communication. The Performance Appraisal Process Exhibit 8-1 illustrates the performance appraisal (PA) process. Note the connection between the organization’s mission and objectives and the performance appraisal process. Here we briefly discuss each step of the process. Discuss the difference between performance management and performance appraisal. Employee Performance Review Template. For an employee evaluation template you can use at your yearly employee performance review meeting, you can download this free, print-ready Employee Performance Review template in Excel spreadsheet format. This spreadsheet allows you to track your employee’s performance based on the metrics of twelve key.

Use Jotform’s PDF Editor to change the provided rating scales and rewrite the text to ask more specific questions and get more detailed feedback. All submitted performance evaluations will automatically be saved as PDFs that can easily be downloaded, shared electronically, and printed for future reference.

Strategic Plan

Focus on the future and keep your company moving forward with Jotform’s Strategic Plan Template. Simply fill in the attached form with your company overview, delve deeper with a SWOT analysis, and finish off by determining your strategic goals, actions, and financial plans. Our fully-customizable template converts submitted information into polished PDFs, which you can download, print, or share instantly.


Employee Performance Evaluation Template

Employee Performance Review PDF template will save your valuable time to lose with creating a performance review form for each employee from scratch. You are able to change the design and layout according to your business!

Human Resources

Training Evaluation Survey

Evaluation Survey PDF template will allow you both gather the evaluation submissions and document them as printable PDF. In this evaluation survey sample, you will see editable sample evaluation questions and their answers.

Performance Review

Customer Satisfaction Survey

Customer Satisfaction Survey Template

Customer Service

Performance Evaluation for Students

Once you use our Student Performance Evaluation PDF template and make a submission that includes evaluation data through the student evaluation form you will be able to see them in your student performance evaluation PDF and that's it! Your ready-to-print PDF is already done! Also, you can change whatever you want on this PDF using Jotform PDF editor!


Performance Review Self-Assessment

Performance Review Self-Assessment has become a major part of employees' evaluation process. You can freely edit this Performance Review Self-Assessment Template the way you like.

Human Resources

Peer Review Report

This peer evaluation PDF template will allow you to keep the evaluations well arranged in a nicely designed format. There is plenty of information you can gather by using this template. This information includes what your peer succeeds at, his greatest strengths, greatest weaknesses along with the information of your peer's contributions on the team. Also, this peer evaluation PDF template has an additional comments section for the reviewer to fill.

Performance Review

Website Evaluation

Website evaluation measures the quality content and performance of a particular website. This is very important especially for website owners to check whether the visitors of their site are satisfied or not. The perfect way to improve your website is to gather feedback from your visitors and this is achievable by asking them to answer a few questions regarding their experience in visiting your website. If you are looking for a sample evaluation you can use as a starting point, then try this website evaluation template from JotForm.This is a website evaluation checklist that contains company name and details, visitor's contact information, evaluation questions, and rating. This is a sample website evaluation record which you can modify, add or remove questions based on the result you would like to achieve.

Web Design

Customer Feedback

If you are managing a business or working in a customer support department, you know that customer feedback plays a very important role in your company. Customer feedback is information provided by customers or clients if they are satisfied or dissatisfied with a product or service they had with a company. This information is very helpful and important in understanding the areas that need improvement, satisfy customers and keep them loyal. If you are trying to create a customer feedback template for your business, consider using this free customer feedback template from JotForm. This Customer Feedback template will serve as your guide in creating a survey from your customers. It will collect information such as customer's name, address, telephone number, email and customer feedback questions, and other suggestion. The template also has an editing tool that will allow you to add more questions or remove depending on your own preference.

Performance Review

Employee Recognition Award Nomination

Employee Recognition Award Nomination Template is prepared for an employee and filled with the details about his/her performance and accomplishments during a certain period of time.

Human Resources

Course Evaluation

Course Evaluation Template is a great way to collect feedback for a course in an education institution. The questions are not only about the course, but also the instructor assigned to the course.


Summer Camp Staff Evaluation

This Camp Counselor Evaluation PDF Template will convert all evaluation submissions into PDFs you can easily download, print, and share with the counselor being evaluated.

Performance Review

Behavioral Assessment

Behavioral Assessment PDF Template Sample is designed for mental health professionals who treat people with behavioral disorders, specifically board certified behavior analysts (BCBA) and paraprofessionals in special education. This template is formatted to collect client information, session notes, and supervisor signatures.


Product Survey

Product Survey Template

Customer Service

Teacher Evaluation Survey

Here is the Teacher Evaluation Survey PDF template that will allow you both gather the evaluation submissions and get them as printable PDF. It has already elaborate and informative question-answer fields.

Performance Review

Restaurant Customer Satisfaction Survey

'In the service industry, it is important to capture feedback from the customers because this is where you can get ideas on how to improve your service. If you are managing a restaurant, then you can politely give this survey to your customers after eating. You can give them a gift card discount that they can use for their next meal.This wonderful Restaurant Customer Satisfaction Survey Template contains information about the customer and the satisfaction level he/she experienced in the dining on the restaurant. This PDF template specifies the food quality, cleanliness, order accuracy, value, and speed of service.'

Performance Review

Patient Satisfaction Survey

Jotform offers free Patient Satisfaction Survey Template that you can download, print and hand over to your patients. This is a questionnaire sample which has basic questions to evaluate the performance of the staff.


SPA Evaluation

You do not have to go through the stress of designing from scratch if you make use of this SPA Evaluation Sample Template and Jotform PDF Editor.

Craftsman Tool Kit


Event Satisfaction Survey

Event Satisfaction Survey Template is a sample survey, where event organizers of any kind could use it to gather valuable feedback about how satisfactory a certain event was according to the attendees.


Soccer Coach Evaluation

Soccer Coach Evaluation Template has many fields to assess and rate the performance of a soccer team coach. Performance criteria include the coach's relationship with the members of the team.


Employee Engagement Questionnaire

Having a ready-made Employee Engagement Survey Template will make it easier to gather feedback from employees. Jotform offers free Employee Engagement Survey Template that you can download, print and hand over to your employees. Please, feel free to modify this template, add or remove details as you wish.

Human Resources

Performance Improvement Plan

A performance improvement plan template includes basic information, employee rating, functional and technical abilities, areas of improvements, behavior and attitude, leadership competencies and line manager's last comment and signature.

Human Resources

Employee of the Month Voting

Employee of the Month Voting Template is one of the better ways to conduct monthly competition among colleagues. You can collect insider information about your employees and create a competitive work environment.

Human Resources

Supervisor Evaluation

Supervisor Evaluation PDF template will help you evaluate the performance of everyone in your staff and scale the performance from 1-10. You can edit this sample based on your needs.

Human Resources

More categories like this

Performance Management Software

The current generation talent economy is different. Taking feedback, measuring the performance, and understanding the ability of an employee to learn new skills and sustain them, can no longer be done with the traditional performance management approach. Leaders and managers will be able to engage and create impactful experiences if they are technology-enabled. The right way to measure individual performance in organizations can be to invest in performance management software.

What is performance management software?

Performance Management Software is an application that enables managers to write precise job profiles and expectations and helps in generating appropriate objectives that align with the company’s goals and missions. The leaders and managers can effortlessly track, analyze, and evaluate workers using performance management software.

In simple terms, the performance management tool is designed to enhance the performance of the business by encouraging employee productivity.

What are the key features of performance management software?

Businesses can upgrade their legacy system to a more up-to-date solution by considering the following key features in the performance management system:

  • Set clear goals- The performance management tool can set clear goals for the employees and can create timeframes for these goals. In this way, a two-way communication process is possible between employer and employee, which in turn helps in setting the goals. The administrator can review the performance of the employees based on how the goals are achieved. By setting clear goals, it becomes easy for the employer to analyze the performance of the staff members, and even employees can make out simply what they have to do.
  • 360-degree feedback- The employees can receive and give useful performance feedback from their peers, managers, and reporting persons with the help of 360-degree feedback functionality. The employees can gain the general idea of their key strengths along with the training needs. Interestingly, the skills and competencies of the employees are considered in this 360-degree feedback method that enables to describe the employee’s performance.
  • Social Collaboration tools- The performance management app aligns well with the social collaboration tools that help employees create meaningful relationships. The employees can simplify the dialogues and share the feedback by making use of social tools. The employees can share their experience with their colleagues by making use of social collaboration tools.
  • Reports and data analytics – This feature summarizes the gathered performance data. The reports are generated to track the goal progress for employees or departments. The reports are charts or graphs where users can observe employee performance, such as behavior, potential, and much more.
  • Identify training opportunity- The performance management application enables users or employers to recognize the training opportunities for their employees. The users can train their employees in the areas in which they require training. The employees can become better due to the training process provided by the employer. As a result, the whole company gets benefitted.
  • Self-assessment - Performance management software has the functionality of self-assessment that allows employees to rate and review themselves on the parameters such as completed goals, projects they have worked on, and their (employees) performance in a given period. The employees can stay motivated and focused due to self-assessment functionality. At the same time, the employees can analyze their shortcomings and improve it with the self-assessment feature.
  • Continuous feedback and coaching- The culture of constant growth and improvement is provided due to continual feedback and coaching functionality. Regular assessment for ad hoc measures is conducted to realign the employee’s performance. The relevant reskill/upskill training measure is assigned to a learning system; the trainer delivers interpersonal coaching. The blended learning model is offered with this continuous feedback and coaching functionality.
  • Succession planning- The performance management solution provides the functionality of succession planning to ensure that employees move on to their next role or job. The succession planning functionality helps in transferring the talents and skills to other employees as replacements. The performance management solution encourages training and development.
  • Clear picture of employee performance- The performance management tool offers a clear view of how every employee is performing. The employer can see the employee's performance trajectory, which in turn helps the employer know how much the employee is improving, whether the employee stays on the same level, or whether the employee's performance is declining. The employer can decide the next step based on the performance of the employee.

Other features of performance management software:

  • The performance management software serves as a performance vault that stores feedback and helps in career development progress.
  • The performance management solution has a customizable reporting feature that enables employers to generate various reports based on performance evaluation needs.
  • The performance management software solution integrates with other technology that helps in offering data sharing of relevant information as per the requirement.
  • The performance management solution enables employers with actionable insights that help in several aspects of employee evaluations.

Why is performance management software essential for businesses?

The top-quality performance management software can do wonders in business by efficiently engaging the employees:

  • Continuous feedback – The performance management software provides constant feedback and dialogues on a real-time basis. In this way, companies can improve team collaboration and higher job satisfaction.
  • Powerful employee analytics- The employee analytics helps in revealing the performance trend of the employees. The managers of the company can have access to a multitude of reports. With the help of these reports, the managers can formulate a variety of talent management strategies for their employees.
  • Keeps everyone connected – The performance management software keeps everyone connected in the organization. HR, line managers, and employees can stay up-to-date on progress, objectives, and development plans with the help of cloud-based performance management system software.
  • Motivates the employees- The employees’ effectiveness can be promoted and improved with the help of performance management software. The managers can monitor employee performance and give regular feedback by employing a performance management program. As a result, the employees can better understand what skills they are required to develop to enhance the organization's productivity.
  • Goal Management- The managers can set and prioritize goals according to employee competencies with the help of performance management software. Moreover, the employees can set their purposes following the objectives of the organization.
  • Understand job responsibilities – The employees can have a better understanding of their daily tasks and can learn role-supportive knowledge with the help of performance management software.

Moreover, the performance management tool enables employees to improve their skills in current roles.

  • Employee autonomy – The employees can involve actively in the decision-making process. They can use performance management software to view their progress and can efficiently set their business goals.
The Performance Appraisal Tool Kit PDF Free Download

What are the latest trends in performance management software systems?

The latest trends that can be observed in the performance management software system are as follows:

  • Agile performance management system – The agile approach to performance management can help in setting goals dynamically. This type of method provides source feedback and helps in improving productivity. There can be a high demand to analyze data in real-time.
  • Remote Working – There can be a trend of flexible workplaces. In the coming time, the company can expand the digital footprint and harness new social technology for remote working.
  • Visual Dashboards – The visual dashboards can provide an overview of company-wide trends along with team-members’ performance.
  • Artificial Intelligence – The AI technology in performance management gathers data from feedback, goals, and conversations. This technology can provide unbiased data that can help decide who to promote and offer insight regarding who requires additional training that enables better performance.
  • More cloud usage- The performance management software can experience an increase in the cloud deployment.
  • People analytics – People analytics can be fueled with AI and robotics to help companies improve their ability to lead people and enhance productivity and employee engagement.
  • Integrated with other talent decision-making tools- The performance management system can be combined with talent decision-making tools. The talent ecosystem can include feedback, learning and development, career progression, succession planning, and recruitment process.
  • Emphasis on wellness and mental health- Employers can make the mental health and wellness matters of the employees a part of the performance management process.

After knowing the importance of performance management software, let’s discuss the popular performance management tools present in the market. If you are into a small business, then the apt option is to have a free and open source performance management solution that can serve your organization efficiently.

The article below highlights the core functionalities of free and open source performance review software. Explore the list of free performance appraisal software and pick the one that fulfills your business demands. But before that, let's have a look at the comparison chart of free and open source performance management software.

Free and open source performance management software

1 Odoo Appraisals (free and open source)

Odoo Appraisals is an open source performance management software that can create appraisals quickly. This free performance management software can efficiently review employees’ performances. The software has the capability to see the appraisal status for each employee or the whole company.

The users can keep track of upcoming evaluations and can effortlessly send reminders to respondents. The user can have an assessment into a printable PDF form. The software is apt for both small business and large corporations.

(Source: Odoo Appraisals )

Core functionalities:

  • Create appraisal plans
  • Organize interviews
  • Sort appraisals
  • Create automatic actions
  • Create and design surveys
  • Create templates
  • Test surveys
  • 360 degree and continuous feedback
  • Employee development and employee evaluation
  • Goal/objective setting
  • Performance reviews
  • Reporting and analytics
  • Rewards and recognition
  • Skill Assessments

2 Open HRMS (open source)

If you are looking for an advanced open source performance management system for small or large enterprises, then Open HRMS is the apt option for you. This open source performance management solution efficiently manages the HR processes and enables users to take care of their employees.

All the activities from onboarding and attendance management to time tracking and appraisals; are all covered by OpenHRMS.

(Source: Open HRMS)

Core Functionalities:

  • Continuous Feedback
  • Employee Development and Employee Checklist
  • Employee Evaluation and Employee Survey
  • Reporting & Analytics
  • Employee Database
  • Payroll
  • HR administration and HR reports
  • Recruitment and Appraisal
  • Attendance and leaves
  • Loan Management
  • Disciplinary Tracking

3 Sentrifugo (free and open source)

Sentrifugo is the free performance management software that can effortlessly configure to meet the organizational needs. This powerful open source performance appraisal system is easy-to-setup and use. Both managers and employees can make use of Sentrifugo efficiently.

The businesses can track current employees’ personal information and manage hiring decisions with the help of this performance management software.

(Source: Sentrifugo)

Core functionalities:

  • Human Resource
  • Performance Appraisal
  • Employee Self-Service
  • Analytics
  • Employee evaluation and employee development
  • Background Checks
  • Leave management
  • Performance Reviews
  • Freed Forward
  • Talent Acquisition
  • Continuous feedback
  • Interview Schedule
  • Reporting and analytics
  • Time Management
  • Dashboard and disciplinary
  • Employee exit/separation

4 TrakStar (free)

Trakstar is the free performance management solution that can efficiently motivate and engage the employees. While working remotely, it is easy for employers to keep their employees aligned and on track with the help of TrakStar.

This free online performance appraisal system helps in providing better communication between managers and employees. The software can deliver performance reviews efficiently. This cloud-based performance management solution offers the features of powerful HR software.

(Source: Trakstar)

Core functionalities:

  • 360 Degree Feedback
  • Real-time and continuous feedback
  • Performance Reviews
  • Goal Tracking and Management
  • Employee Development and Employee evaluation
  • Reporting & Analytics
  • Succession Planning
  • Rewards & Recognition
  • Automation

5 SnapEval (free for ten users)

SnapEval is the free performance management software designed for small and midsize firms. The cloud and mobile-app based continuous performance management solution is ideal for in-facility, remote, and work from home (WFH) team members. The software is free for a maximum of 10 users from one account.

The software empowers managers to coach employees with timely and actionable feedback. SnapEval provides real-time documentation of employee performance. The software automatically prompts managers to capture feedback for each assigned employee periodically.

(Source: SnapEval)

Core Functionalities:

  • Continuous Performance Management
  • Modern Performance appraisals
  • Real-time Performance Recognition
  • Rewards and Recognition
  • Live Organization Charts
  • Custom Push Notifications
  • Employee development and employee evaluation
  • Performance Reviews
  • Reporting and analytics

6 ReviewSnap (free)

ReviewSnap is a free performance management solution that is ideal for small and midsize companies. This web-based performance management solution has a simple user interface. The software has made performance management easy and simple.

The user can log into this secure and easy-to-use performance management software system from any device from anywhere and anytime. This automated software includes e-signatures, automatic archiving, email reminders, notifications, and unlimited job-specific templates.

(Source: Reviewsnap)

Core Functionalities:

  • 360 Degree Feedback
  • Automated Platform
  • Continuous Feedback
  • Journals and Notes
  • Employee Evaluation
  • Goal/Objective Setting
  • Secure and Accessible
  • Performance Reviews
  • Reporting & Analytics

7 OrangeHRM (free trial of 30 days)

Orange HRM is a performance management software that can track employee performance efficiently. With the help of advanced metrics such as OKRs (Objectives and Key results) to dynamic objectives, all are used for monitoring employee performance.

This performance management tool provides peer-to-peer feedback and performance reviews. Based on groups of employees and departments, OrangeHRM can create a bulk valuation (appraisals).

(Source: OrangeHRM)

Core Functionalities:

  • Employee Development
  • Advanced performance tracking by OKRs
  • Employee Evaluation
  • Revisions and 360-degree workflows
  • Performance Reviews
  • Massive creation of appraisals
  • Reporting & Analytics
  • Competencies pool and mapping
  • Goal setting and track progress
  • Electronic signature and email notification
  • Reports

The above-mentioned list of free and open source performance management software is of top-notch quality and can efficiently meet business demands. Apart from this list, there is also one more renowned performance management software- bambooHR that is gaining popularity in the market. Let’s discuss how this software is valuable for the users.

Journal Articles On Performance Appraisals

BambooHR(free trial)(Popular)

BambooHR is the performance management software that helps in organizing and collecting the information gathered throughout the employee life cycle. This software gives insights to focus on the most valuable asset – people during the time of hiring, onboarding, and preparing compensation.

The software serves as a single system involving all the employee and human resources-related data that helps in managing the performance management activity.

(Source: BambooHR)

Methods Of Performance Appraisal Pdf

Performance evaluation tools pdfThe Performance Appraisal Tool Kit PDF Free Download

Core Functionalities:

  • People data and analytics
  • Continuous Feedback
  • Employee Evaluation
  • Employee and manager self-service
  • Goal/Objective Setting
  • eSignature
  • Performance Reviews
  • Reporting & Analytics
  • Performance Management
  • Applicant tracking system
  • Centralized employee database

Wrapping up

Businesses require an effective performance management system for smooth functioning. The companies can better understand their employee’s performance and productivity with the help of performance management software.

Moreover, organizations can boost employee engagement; thus, the engaged employee can actively involve themselves in the workplace. Choosing the correct performance management software is essential for organizations.

The list of free and open source performance management software mentioned in this article can help readers to find the perfect system for their organization. Explore the GoodFirms' list of best performance management software pages if you prefer to go for the premium ones with advanced features.

If you have come across any of the above mentioned free and open source performance management systems, feel free to drop your valuable comments.

If you are looking for other software categories, then click here.