Appraisal Form
Full Name of Employee
*
First Name
Last Name
Studio Based
Please Select
Balham
Fulham
London Bridge
Other
Line Manager(s)
*
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Next: Part 1
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Part 1
To be completed for all employees
Customer Service
*
Employee score
Line manager score
Adherence to the HBY Customer Service policies
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Professionalism towards clients and understanding of individual needs
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Openly advocate HBY and our values
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Management of customer queries and/or complaints
1
2
3
4
5
n/a
1
2
3
4
5
n/a
HBY Knowledge & Understanding
*
Employee score
Line manager score
Understanding of HBY vision and values
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Understanding and practice of HBY working standards and rules
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Knowledge of HBY facilities and equipment
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Adherence to all Health & Safety rules and regulations
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Quality & Value of Work
*
Employee score
Line manager score
Carries out duties in line with job description
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Undertakes addition tasks following management requests
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Attention to detail and accuracy of work
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Produce work in a timely manner and adherence to deadlines
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Communication
*
Employee score
Line manager score
Verbally expresses thoughts clearly and concisely
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Appropriate use of written and verbal communication
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Understanding of correct forums for expressing views
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Constructively contributes to team meetings
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Team Work
*
Employee score
Line manager score
Actively supports colleagues in completion of duties
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Encourages involvement from colleagues in team discussions/activities
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Works effectively with a diverse range of people
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Understanding of colleagues roles and their priorities within HBY
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Flexibility & Adaptability
*
Employee score
Line manager score
Ability to accept and adapt to changes within the business
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Willingness to take on additional responsibilities when required
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Maintains performance standards when under pressure
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Makes use of available resources to resolve issues
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Autonomy
*
Employee score
Line manager score
Ability to undertake duties of the role with minimum or no supervision
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Ability to make decisions as and when appropriate
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Takes initiative to understand procedures and use all available resources
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Time Keeping & Attendance
*
Employee score
Line manager score
Punctual attendance (shift times, break times and meetings)
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Follows correct procedures for all absence reporting/booking requests
1
2
3
4
5
n/a
1
2
3
4
5
n/a
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Employee Job Title
*
Please Select
Receptionist
Act-Up
Duty Manager
Assistant Manager
Yoga Advisor
Senior Yoga Advisor
Studio Manager
Support team
Support development supervisor
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Part 2
To be completed only if employee manages other
Leadership
*
Employee score
Line manager score
Leading by example and setting the precedent for behaviours through your daily duties and attitude towards your work
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Understanding of the different leadership styles required to manage and develop your team members
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Openly advocate HBY values and senior management decisions, ensuring understanding across your team
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Motivation
*
Employee score
Line manager score
Encouraging involvement and inspiring confidence in the team to ensure willingness to cooperate and loyalty to HBY
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Ensure understanding of the needs of your team members, offering support and development opportunities as and when required
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Actively seeks out opportunities to motivate staff when faced with changes or pressures within the business
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Planning & Organisation
*
Employee score
Line manager score
Assigns work across the team in a fair and consistent manner, ensuring suitable coverage is always available
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Prioritises responsibilities to ensure work is completed in a timely fashion and schedules are adhered to
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Adhere to budget allocation and manage this effectively, actively seeking out cost savings wherever possible
1
2
3
4
5
n/a
1
2
3
4
5
n/a
People Management
*
Employee score
Line manager score
Ensure understanding and adherence to the HR policies and procedures as and when necessary
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Conduct performance appraisals in line with HBY process and maintain all documentation relation to this
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Manage any disciplinary or grievance issues in a fair and consistent manner, escalating to the appropriate level when required
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Delegation
*
Employee score
Line manager score
Actively seek support from direct reports when working on challenging or complex projects
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Delegate responsibilities appropriate to the individuals skill set and ability, providing support as required
1
2
3
4
5
n/a
1
2
3
4
5
n/a
Use delegation as a tool to develop team members as well as to manage increased workloads or absences
1
2
3
4
5
n/a
1
2
3
4
5
n/a
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Part 3
To be completed for all employees
EMPLOYEE COMMENTS
EMPLOYEE COMMENTS - Achievements – Please give more detail in this section regarding the areas where you have scored with either a 4 or 5
(i.e. why is this score high? What was achieved? Provide examples to reference if possible)
EMPLOYEE COMMENTS - Areas for improvement– Please give more detail in this section regarding the areas where you have scored with either a 1 or 2
(i.e. why is this score low? What can be improved? What support can HBY provide?)
MANAGER COMMENTS
MANAGER COMMENTS - Achievements – Please give more detail in this section regarding the areas where you have scored with either a 4 or 5
(i.e. why is this score high? What was achieved? Provide examples to reference if possible)
MANAGER COMMENTS - Areas for improvement – Please give more detail in this section regarding the areas where you have scored with either a 1 or 2
(i.e. why is this score low? What can be improved? What support can HBY provide?)
PREVIOUS GOALS & OBJECTIVES
Previous Goals & Objectives
Goals & objective
Achieved, Partly Achieved or Not Achieved
1.
2.
3.
4.
5.
Summary - Employee comments
Detail in this section the achievements or reasons for non/part completion of the previous goals & objectives
Summary - Manager comments
Detail in this section the achievements or reasons for non/part completion of the previous goals & objectives
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Next: Part 4
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Part 4
To be completed by the Line Manager during appraisal meeting
CAREER DIRECTIONS
Discuss and agree the employee's career direction options and wishes, and readiness for promotion.
Is the employee ready for promotion within the department?
Yes
No
If yes, is the employee ready for:
1 Step
2 Steps
3 Steps (to be signed off by JOCA)
Is the employee ready for promotion within the company?
Yes
No
If yes, is the employee ready for:
1 Step
2 Steps
3 Steps to be signed off by JOCA)
Discuss and agree the skills, capabilities and experience required for competence in current role, and if appropriate, for readiness to progress to the next role or roles. Note the agreed development areas.
Additional Employee Comments - general comments or concerns, feedback on management, ideas, training requests etc.
Additional Manager Comments - general comments or concerns, feedback on management, ideas, training requests etc.
NEW Goals & Objectives
*
Goal & Objective
1.
2.
3.
4.
5.
Appraisal date
*
-
Day
-
Month
Year
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Employee Signature
*
Line Manager Signature
*
Please sign to confirm your acceptance and understanding of the agreed goals and objectives
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