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Manager Evaluation Form

A manager evaluation form lets team members give anonymous upward feedback on their manager. Employees rate statements on support, fairness, communication, recognition and career growth, and HR compiles the results into a summary that helps managers improve their leadership.

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[Company Logo][Company Name]

MANAGER EVALUATION FORM (UPWARD FEEDBACK)

Company:: [Company Name]
Manager Being Evaluated:: [Reporting Manager]
Department:: [Department]
Survey Closes:: [DD/MM/YYYY]

This form is anonymous. Do not write your name. Responses are collected by HR, combined with others and shared with your manager only as overall themes. Please answer honestly and respectfully, based on your own experience.

Agreement Scale

Score	Meaning
5	Strongly agree
4	Agree
3	Neither agree nor disagree
2	Disagree
1	Strongly disagree

Section 1: Direction and Communication

Statement	Score (1–5)
My manager sets clear goals and priorities for me	[Score]
My manager keeps the team informed about changes	[Score]
My manager is available when I need guidance	[Score]

Section 2: Fairness and Respect

Statement	Score (1–5)
My manager treats all team members fairly	[Score]
My manager gives credit for good work	[Score]
I feel safe raising concerns with my manager	[Score]
My manager handles workload and leave requests fairly	[Score]

Section 3: Growth and Feedback

Statement	Score (1–5)
My manager gives me useful, regular feedback	[Score]
My manager supports my learning and career growth	[Score]
My appraisal discussions are honest and well-prepared	[Score]

Section 4: Open Comments

One thing my manager should start doing	[Comment]
One thing my manager should keep doing	[Comment]
Any other feedback	[Comment]

For HR use only: Responses received [Number] | Average score [Score] | Summary shared on [DD/MM/YYYY] by [HR Name].

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What this template includes

Clear anonymity statement to encourage honest answers
Agreement scale legend (strongly agree to strongly disagree)
Statements grouped by leadership theme
Open questions on what to start and continue
No employee identifiers on the form
HR-only collection instructions

When to use it

Annual or half-yearly upward feedback survey
Input to a manager’s performance review or 360-degree process
Diagnosing high attrition or low engagement in a team
Checking how a newly promoted manager is doing after six months

How to customise this template

1Run it through a survey tool or a sealed drop box to protect anonymity
2Only report results where at least three to five responses exist
3Add company-specific statements such as shift scheduling fairness
4Translate statements if the team prefers a regional language

HR tips

Communicate how results will be used before launching
Share themes with managers, never individual responses
Ask each manager to share one action they will take
Repeat the survey to see if scores improve

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Frequently asked questions

What is a manager evaluation form?+

It is a questionnaire employees use to rate their manager’s leadership behaviours, usually anonymously, to provide upward feedback.

How do you keep upward feedback anonymous?+

Collect responses through HR or a survey tool, remove names, and only report results for teams with enough responses to protect identity.

Can upward feedback affect a manager’s appraisal?+

Many companies use it as one input in the manager’s review, but it is best combined with business results and the reviewer’s assessment.

All 50 performance appraisal & reviews →

[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

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[Company Logo][Company Name]

KPI EVALUATION FORM

Company:: [Company Name]
Evaluation Period:: [DD/MM/YYYY] to [DD/MM/YYYY]
Form Ref.:: [Reference Number]

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]

Achievement to Rating Scale

Achievement vs Target	Rating	Label
110% and above	5	Outstanding
100% – 109%	4	Exceeds
90% – 99%	3	Meets
75% – 89%	2	Partially Meets
Below 75%	1	Does Not Meet

KPI Definitions and Scores

KPI	Formula	Data Source	Weightage (%)	Target	Actual	Achievement %	Rating	Weighted Score
[KPI 1]	[Formula]	[Report / System]	[%]	[Target]	[Actual]	[%]	[1–5]	[Score]
[KPI 2]	[Formula]	[Report / System]	[%]	[Target]	[Actual]	[%]	[1–5]	[Score]
[KPI 3]	[Formula]	[Report / System]	[%]	[Target]	[Actual]	[%]	[1–5]	[Score]
[KPI 4]	[Formula]	[Report / System]	[%]	[Target]	[Actual]	[%]	[1–5]	[Score]
[KPI 5]	[Formula]	[Report / System]	[%]	[Target]	[Actual]	[%]	[1–5]	[Score]
Total			100					[Total]

Form · Word

KPI Evaluation Form

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[Company Logo][Company Name]

KRA EVALUATION FORM

Company:: [Company Name]
Appraisal Year:: [YYYY–YY]
Date of Evaluation:: [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]

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

Key Result Areas

No.	KRA	Weightage (%)	Success Criteria	Evidence of Achievement	Self Rating	Manager Rating	Weighted Score
1	[KRA 1]	[%]	[Criteria]	[Evidence]	[1–5]	[1–5]	[Score]
2	[KRA 2]	[%]	[Criteria]	[Evidence]	[1–5]	[1–5]	[Score]
3	[KRA 3]	[%]	[Criteria]	[Evidence]	[1–5]	[1–5]	[Score]
4	[KRA 4]	[%]	[Criteria]	[Evidence]	[1–5]	[1–5]	[Score]
5	[KRA 5]	[%]	[Criteria]	[Evidence]	[1–5]	[1–5]	[Score]

Form · Word

KRA Evaluation Form

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[Company Logo][Company Name]

MANAGER FEEDBACK FORM

Company:: [Company Name]
Period / Project:: [Period or Project Name]
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]

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

Ratings on Key Behaviours

Behaviour	Rating (1–5)	Manager Comment
Plans and prioritises work	[Rating]	[Comment]
Delivers quality output on time	[Rating]	[Comment]
Takes ownership of problems	[Rating]	[Comment]
Communicates progress and risks early	[Rating]	[Comment]
Works well with others	[Rating]	[Comment]
Learns from feedback	[Rating]	[Comment]

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Manager Feedback Form

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[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

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[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

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[Company Logo][Company Name]

ANNUAL REVIEW FORM

Company:: [Company Name]
Review Year:: [YYYY–YY]
Meeting 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]

Part 1: Year in Review (to be completed by the employee)

Three achievements I am most proud of this year	[Answer]
A challenge I faced and how I handled it	[Answer]
New skills or knowledge I gained	[Answer]
Something I would do differently	[Answer]
Support that would help me do my best work	[Answer]

Part 2: Objectives versus Outcomes

Objective Set Last Year	Outcome	Fully / Partly / Not Achieved	Manager Remarks
[Objective 1]	[Outcome]	[Status]	[Remarks]
[Objective 2]	[Outcome]	[Status]	[Remarks]
[Objective 3]	[Outcome]	[Status]	[Remarks]
[Objective 4]	[Outcome]	[Status]	[Remarks]

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Annual Review Form

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[Company Logo][Company Name]

HALF-YEARLY (H1) APPRAISAL FORM

Company:: [Company Name]
Review Period:: April [YYYY] – September [YYYY]
Review 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]

Rating Scale for H1 Performance

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

Section 1: Progress on Annual Goals

Annual Goal	Annual Target	Achieved in H1	% Completed	H1 Rating	Comments
[Goal 1]	[Target]	[Achieved]	[%]	[1–5]	[Comments]
[Goal 2]	[Target]	[Achieved]	[%]	[1–5]	[Comments]
[Goal 3]	[Target]	[Achieved]	[%]	[1–5]	[Comments]
[Goal 4]	[Target]	[Achieved]	[%]	[1–5]	[Comments]

Form · Word

Half-Yearly Appraisal Form

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Manager Evaluation Form

Preview of the form

Agreement Scale

Section 1: Direction and Communication

Section 2: Fairness and Respect

Section 3: Growth and Feedback

Section 4: Open Comments

What this template includes

When to use it

How to customise this template

HR tips

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Frequently asked questions

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