The 3 Month Appraisal Form is a standard performance evaluation document used in Indian organizations to assess employee performance and progress during a defined three-month period. This document is particularly crucial during probationary periods, quarterly reviews, or when monitoring new project assignments. It aligns with Indian employment legislation, including the Industrial Employment (Standing Orders) Act and state-specific labor laws, ensuring fair and standardized evaluation practices. The form captures essential performance metrics, behavioral competencies, and development needs, serving as both a performance record and a tool for career development discussions. It helps organizations maintain consistent evaluation standards while providing documented evidence of performance reviews for HR records and future reference.
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1. Employee Information: Basic details including name, employee ID, department, role, joining date, and reporting manager
2. Performance Period: Specific dates covering the 3-month review period
3. Key Performance Indicators (KPIs): List of pre-agreed performance metrics and targets
4. Core Competencies Assessment: Evaluation of fundamental skills and behaviors required for the role
5. Achievement Summary: Overview of key accomplishments during the review period
6. Areas for Improvement: Identification of development needs and growth opportunities
7. Manager's Comments: Detailed feedback and observations from the immediate supervisor
8. Overall Rating: Final performance grade based on the organization's rating scale
9. Action Plan: Specific steps and recommendations for the next review period
10. Acknowledgment: Signatures from employee, manager, and HR representative
1. Project-Specific Evaluation: For employees involved in specific projects during the review period
2. Technical Skills Assessment: Detailed evaluation of role-specific technical competencies
3. Client/Stakeholder Feedback: For customer-facing roles or positions with significant stakeholder interaction
4. Training Recommendations: Specific learning and development suggestions
5. Probation Extension/Confirmation: For cases where the 3-month review coincides with probation period
6. Performance Improvement Plan: For employees requiring additional support and structured guidance
1. Rating Scale Guide: Detailed explanation of the performance rating system
2. Competency Framework: Comprehensive list of competencies and their definitions
3. KPI Calculation Methodology: Explanation of how various performance metrics are measured
4. Department-Specific Objectives: Standard performance objectives for different departments
5. Development Resources: List of available training and development opportunities
Authors
Relevant legal definitions
Clauses
Relevant Industries
Information Technology
Banking and Financial Services
Manufacturing
Healthcare
Retail
Education
Telecommunications
Professional Services
Hospitality
E-commerce
Construction
Automotive
Pharmaceuticals
Media and Entertainment
Public Sector
Relevant Teams
Human Resources
Information Technology
Sales
Marketing
Operations
Finance
Customer Service
Research and Development
Quality Assurance
Product Development
Administration
Legal
Supply Chain
Business Development
Public Relations
Relevant Roles
HR Manager
Department Manager
Team Leader
Project Manager
Software Developer
Sales Executive
Customer Service Representative
Financial Analyst
Marketing Coordinator
Operations Manager
Research Associate
Administrative Assistant
Business Analyst
Quality Assurance Engineer
Product Manager
Account Executive
Content Writer
Data Scientist
Graduate Trainee
Management Trainee
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