Free template template · Word

Employee Goal Sheet

An employee goal sheet is a single running tracker of an employee’s agreed goals for the year, updated every month or quarter with progress and status. It is the working document managers and employees refer to during check-ins, and it becomes the evidence base for the year-end rating.

Editable Word (.docx)
Made for India
23 fill-in fields highlighted
Free, no sign-up

Download Word (.docx) — free

Preview of the template

[Highlighted] = fill in

[Company Logo][Company Name]

EMPLOYEE GOAL SHEET

Company:: [Company Name]
Employee:: [Employee Name] ([Employee ID])
Designation / Department:: [Designation] / [Department]
Reporting Manager:: [Reporting Manager]
Year:: [YYYY–YY]
Last Updated:: [DD/MM/YYYY]

Status Legend

Code	Status
NS	Not started
OT	On track
AR	At risk – needs action
AC	Achieved
DR	Dropped / revised (see log)

Goal Tracker

No.	Goal	Weightage (%)	Annual Target	Q1 Progress	Q2 Progress	Q3 Progress	Q4 Progress	Status	Final Achievement
1	[Goal 1]	[%]	[Target]	[Progress]	[Progress]	[Progress]	[Progress]	[Code]	[Achievement]
2	[Goal 2]	[%]	[Target]	[Progress]	[Progress]	[Progress]	[Progress]	[Code]	[Achievement]
3	[Goal 3]	[%]	[Target]	[Progress]	[Progress]	[Progress]	[Progress]	[Code]	[Achievement]
4	[Goal 4]	[%]	[Target]	[Progress]	[Progress]	[Progress]	[Progress]	[Code]	[Achievement]
5	[Goal 5]	[%]	[Target]	[Progress]	[Progress]	[Progress]	[Progress]	[Code]	[Achievement]

Goal Revision Log

Date	Goal No.	Change Made	Reason	Approved By
[DD/MM/YYYY]	[No.]	[Change]	[Reason]	[Reporting Manager]
[DD/MM/YYYY]	[No.]	[Change]	[Reason]	[Reporting Manager]
[DD/MM/YYYY]	[No.]	[Change]	[Reason]	[Reporting Manager]

Check-in Notes

Check-in Date	Key Discussion Points	Next Steps
[DD/MM/YYYY]	[Notes]	[Next Steps]
[DD/MM/YYYY]	[Notes]	[Next Steps]
[DD/MM/YYYY]	[Notes]	[Next Steps]

Employee
[Employee Name]

Reporting Manager
[Reporting Manager]

Download Word (.docx) — free

What this template includes

Goal list with weightage and annual target
Progress columns for each quarter
Status legend (not started, on track, at risk, achieved)
Revision log for changed goals
Final achievement column for year end
Last-updated date and owner

When to use it

Tracking agreed annual goals throughout the year
Monthly or quarterly one-to-one check-ins
Teams that do not use a performance management system
Recording mid-year goal revisions with approval

How to customise this template

1Copy goals from the signed goal setting form
2Switch quarterly columns to monthly if your reviews are monthly
3Keep the sheet on a shared drive so both parties can update it
4Colour-code status in Word or Excel for quick reading

HR tips

Update the sheet before every check-in, not during it
Record revisions with dates and approver names
Keep goal wording identical to the goal setting form
Archive a copy at year end with the appraisal

For HR & hiring managers

Experienced and fresher candidates across India — blue, grey and white collar. Post a job in 5 minutes and start receiving applications.

Post a job free See plans

Post in 5 minutesDescribe the role in one line — we write the job description.
Verified applicantsEvery applicant has a verified mobile number.
Resume databaseSearch experienced candidates by skill, city and experience.

Frequently asked questions

What is a goal sheet in HR?+

It is a document listing an employee’s goals, targets and weightage for the year, updated with progress during reviews.

Is the goal sheet the same as the KRA sheet?+

They are similar. A KRA sheet lists areas of responsibility, while a goal sheet lists specific time-bound targets within them. Many companies combine both.

How often should the goal sheet be updated?+

At least quarterly, and monthly for roles with fast-moving targets.

All 50 performance appraisal & reviews →

[Company Logo][Company Name]

EMPLOYEE PERFORMANCE REVIEW FORM

Company:: [Company Name]
Review Date:: [Date]
Review Period:: [DD/MM/YYYY] to [DD/MM/YYYY]

1. Employee Details

Employee Name	[Employee Name]
Employee ID	[Employee ID]
Designation	[Designation]
Department	[Department]
Reporting Manager	[Reporting Manager]
Date of Joining	[Date of Joining]
Work Location	[Work Location]
Review Type: Mid-year / Ad-hoc / Transfer / Employee-requested

2. Rating Scale

Rating	Label	Description
4	Exemplary	Performance well above the standard in every area reviewed
3	Proficient	Solid, reliable performance at the expected standard
2	Developing	Progressing, but support is still needed in some areas
1	Below Standard	Performance is not yet acceptable for the role

3. Core Job Factors

Form · Word

Employee Performance Review Form

Download .docx

[Company Logo][Company Name]

EMPLOYEE SELF-EVALUATION FORM

Company:: [Company Name]
Date:: [Date]
Purpose:: One-to-one / Mid-year check-in / Career discussion

About You

Employee Name	[Employee Name]
Employee ID	[Employee ID]
Designation	[Designation]
Department	[Department]
Reporting Manager	[Reporting Manager]
Date of Joining	[Date of Joining]
Work Location	[Work Location]

Reflection Questions

What piece of work are you most proud of recently, and why? [Answer]
Which tasks do you find most difficult or time-consuming? [Answer]
What feedback have you received from colleagues or customers? [Answer]
What would make you more effective in your role? [Answer]

Skills Self-Check Scale

Form · Word

Employee Self-Evaluation Form

Download .docx

[Company Logo][Company Name]

PERFORMANCE RATING SHEET

Company:: [Company Name]
Department:: [Department]
Rating Period:: [DD/MM/YYYY] to [DD/MM/YYYY]
Rated By:: [Reporting Manager]

Parameter Rating Scale (1–5 per parameter)

Rating	Label	Meaning
5	Outstanding	Consistently exceeds all expectations; a role model for others
4	Exceeds Expectations	Frequently goes beyond targets and standards
3	Meets Expectations	Fully delivers what the role requires
2	Needs Improvement	Meets some expectations; clear gaps to close
1	Unsatisfactory	Does not meet the basic requirements of the role

Team Ratings

Emp. ID	Employee Name	Target Achievement	Quality	Attendance & Discipline	Teamwork	Initiative	Total (25)	Final Band	Remarks
[Employee ID]	[Employee Name]	[1–5]	[1–5]	[1–5]	[1–5]	[1–5]	[Total]	[Band]	[Remarks]
[Employee ID]	[Employee Name]	[1–5]	[1–5]	[1–5]	[1–5]	[1–5]	[Total]	[Band]	[Remarks]
[Employee ID]	[Employee Name]	[1–5]	[1–5]	[1–5]	[1–5]	[1–5]	[Total]	[Band]	[Remarks]
[Employee ID]	[Employee Name]	[1–5]	[1–5]	[1–5]	[1–5]	[1–5]	[Total]	[Band]	[Remarks]
[Employee ID]	[Employee Name]	[1–5]	[1–5]	[1–5]	[1–5]	[1–5]	[Total]	[Band]	[Remarks]

Score to Final Band Conversion

Template · Word

Performance Rating Sheet

Download .docx

[Company Logo][Company Name]

GOAL SETTING FORM

Company:: [Company Name]
Performance Year:: [YYYY–YY]
Goal Setting Date:: [Date]

Employee Name	[Employee Name]
Employee ID	[Employee ID]
Designation	[Designation]
Department	[Department]
Reporting Manager	[Reporting Manager]
Date of Joining	[Date of Joining]
Work Location	[Work Location]

Step 1: Team / Company Objectives for the Year

[Team Objective 1]
[Team Objective 2]
[Team Objective 3]

Step 2: Individual SMART Goals

Goal	Linked Objective	Measure of Success	Target Date	Weightage (%)
[Goal 1]	[Objective No.]	[Measure]	[DD/MM/YYYY]	[%]
[Goal 2]	[Objective No.]	[Measure]	[DD/MM/YYYY]	[%]
[Goal 3]	[Objective No.]	[Measure]	[DD/MM/YYYY]	[%]
[Goal 4]	[Objective No.]	[Measure]	[DD/MM/YYYY]	[%]
[Development Goal]	[Objective No.]	[Measure]	[DD/MM/YYYY]	[%]

Form · Word

Goal Setting Form

Download .docx

[Company Logo][Company Name]
PERFORMANCE GOAL AGREEMENT
Ref. No.:
[Reference Number]
Date:
[Date]
This Performance Goal Agreement is made between [Company Name], [Company Address] (the "Company"), represented by [Reporting Manager], [Designation], and [Employee Name], Employee ID [Employee ID], [Designation], [Department] (the "Employee").
1. Purpose and Period
1.1 This agreement records the performance goals the Employee will work towards from [DD/MM/YYYY] to [DD/MM/YYYY] (the "Performance Period").
1.2 It sets out how performance will be measured, reviewed and supported.
2. Goals and Measures
Goal Measure Target Weightage (%) Due Date
[Goal 1] [Measure] [Target] [%] [DD/MM/YYYY]
[Goal 2] [Measure] [Target] [%] [DD/MM/YYYY]
[Goal 3] [Measure] [Target] [%] [DD/MM/YYYY]
[Goal 4] [Measure] [Target] [%] [DD/MM/YYYY]
Agreement · Word
Performance Goal Agreement
Download .docx
[Company Logo][Company Name]
EMPLOYEE FEEDBACK FORM
Company:
[Company Name]
Survey Period:
[Month] [YYYY]
Return by:
[DD/MM/YYYY]
Your feedback helps us make [Company Name] a better place to work. Writing your name is optional. Responses are read by HR and shared with management only as overall themes.
Name (optional) [Employee Name]
Department [Department]
Work Location [Work Location]
Length of service: Under 1 year / 1–3 years / 3–5 years / Over 5 years
Satisfaction Scale
Score Meaning
4 Very satisfied
3 Satisfied
2 Dissatisfied
1 Very dissatisfied
Your Views
Form · Word
Employee Feedback Form
Download .docx

Goal	Measure	Target	Weightage (%)	Due Date
[Goal 1]	[Measure]	[Target]	[%]	[DD/MM/YYYY]
[Goal 2]	[Measure]	[Target]	[%]	[DD/MM/YYYY]
[Goal 3]	[Measure]	[Target]	[%]	[DD/MM/YYYY]
[Goal 4]	[Measure]	[Target]	[%]	[DD/MM/YYYY]

Name (optional)	[Employee Name]
Department	[Department]
Work Location	[Work Location]
Length of service: Under 1 year / 1–3 years / 3–5 years / Over 5 years

Score	Meaning
4	Very satisfied
3	Satisfied
2	Dissatisfied
1	Very dissatisfied

[Company Logo][Company Name]

APPRAISAL CALIBRATION SHEET

Company:: [Company Name]
Department:: [Department]
Appraisal Year:: [YYYY–YY]
Calibration Date:: [Date]

Panel Members

Chair	[HOD Name]
HR Facilitator	[HR Name]
Managers present	[Names]

Rating Scale

Rating	Label	Meaning
5	Outstanding	Consistently exceeds all expectations; a role model for others
4	Exceeds Expectations	Frequently goes beyond targets and standards
3	Meets Expectations	Fully delivers what the role requires
2	Needs Improvement	Meets some expectations; clear gaps to close
1	Unsatisfactory	Does not meet the basic requirements of the role

Calibration Register

Template · Word

Appraisal Calibration Sheet

Download .docx

[Company Logo][Company Name]

ANNUAL PERFORMANCE APPRAISAL FORM

Company:: [Company Name]
Appraisal Year:: April [YYYY] – March [YYYY]
Form Ref.:: [Reference Number]

Part A: Employee Details

Employee Name	[Employee Name]
Employee ID	[Employee ID]
Designation	[Designation]
Department	[Department]
Reporting Manager	[Reporting Manager]
Date of Joining	[Date of Joining]
Work Location	[Work Location]
Reviewer (Skip-level Manager)	[Reviewer Name]

Part B: Rating Scale

Rating	Label	Meaning
5	Outstanding	Consistently exceeds all expectations; a role model for others
4	Exceeds Expectations	Frequently goes beyond targets and standards
3	Meets Expectations	Fully delivers what the role requires
2	Needs Improvement	Meets some expectations; clear gaps to close
1	Unsatisfactory	Does not meet the basic requirements of the role

Part C: Key Result Areas (70% weightage)

Form · Word

Annual Performance Appraisal Form

Download .docx

Employee Goal Sheet

Preview of the template

Status Legend

Goal Tracker

Goal Revision Log

Check-in Notes

What this template includes

When to use it

How to customise this template

HR tips

Hire top talent from BetterJobs

Frequently asked questions

Related HR templates