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Self Appraisal Form for the United States

Self Appraisal Form Template for United States

A Self Appraisal Form is a standardized document used in U.S. workplaces for employees to evaluate their own job performance, achievements, and areas for development during a specific review period. The document complies with federal employment laws including Title VII and ADA, while incorporating EEOC guidelines for fair evaluation practices. It serves as a crucial component of the performance management process and creates a documented record of employee self-assessment.

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What is a Self Appraisal Form?

The Self Appraisal Form is a fundamental tool in modern U.S. workplace performance management systems. Used primarily during annual or semi-annual review cycles, this document enables employees to reflect on their achievements, challenges, and professional growth. The form typically includes sections for reviewing performance against set objectives, identifying development needs, and documenting accomplishments. It serves as both a reflective exercise for employees and a basis for performance discussions with managers, while maintaining compliance with U.S. employment laws and regulations.

What sections should be included in a Self Appraisal Form?

1. Employee Information: Basic details including name, position, department, and review period

2. Performance Goals Review: Assessment of goals set in previous review period

3. Core Competencies Evaluation: Self-assessment of key job-related skills and behaviors

4. Achievements: Major accomplishments during the review period

5. Development Areas: Self-identified areas for improvement

What sections are optional to include in a Self Appraisal Form?

1. Career Aspirations: Optional section for documenting future career goals and desired growth opportunities. Include when organization has formal career development programs

2. Training Needs: Optional section for identifying specific training or development requirements. Include when organization has formal training programs

3. Project Reviews: Optional section for detailed analysis of specific projects. Include for project-based roles

What schedules should be included in a Self Appraisal Form?

1. Performance Metrics: Appendix containing quantitative performance data and KPIs

2. Supporting Documentation: Appendix for certificates, awards, or other achievement evidence

3. Skills Matrix: Appendix containing detailed assessment of technical and soft skills

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓÆµ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

United States

Document Type

Evaluation Form

Cost

Free to use
Relevant legal definitions
























Clauses
























Industries

Title VII of the Civil Rights Act of 1964: Federal law that prohibits discrimination in employment based on protected characteristics. Must ensure self-appraisal form questions and format do not create disparate impact or treatment for protected groups.

Americans with Disabilities Act (ADA): Federal law requiring reasonable accommodations for employees with disabilities. Self-appraisal forms must be accessible and accommodate different abilities in the evaluation process.

Age Discrimination in Employment Act (ADEA): Federal law protecting workers 40 and older from age discrimination. Self-appraisal criteria must not disadvantage older workers.

Privacy Act of 1974: Federal law governing the collection, maintenance, use, and dissemination of personal information by federal agencies. Relevant if the self-appraisal form is used in federal employment.

State Privacy Laws: Various state-specific regulations governing the collection and protection of employee personal information in self-appraisal documents.

EEOC Guidelines: Federal guidelines for maintaining employment records and ensuring fair evaluation practices. Includes requirements for record retention and non-discriminatory evaluation criteria.

Fair Labor Standards Act (FLSA): Federal law that includes requirements for maintaining personnel records, including performance evaluations and self-appraisals.

SHRM Guidelines: Professional HR organization's recommendations for best practices in employee self-appraisal and performance evaluation processes.

Collective Bargaining Requirements: If applicable, union agreements may specify requirements or limitations for self-appraisal processes and documentation.

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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