Employee Evaluation Forms

Save time and effort with ease of recordkeeping and streamlined employee evaluations

Employee Evaluation|||Forma de evaluación

What is an Employee Evaluation?

An employee evaluation is the process of assessing an employee’s level of performance and attitude towards performing tasks and with colleagues in the workplace. Employee evaluations are conducted to help employers determine if employees are still aligned with the expectations of the organization and if the organization, as a whole, is working towards its goals.

What are Employee Evaluation Forms?

Employee evaluation forms are tools used by managers, HR teams, and employees themselves to record employee performance, accomplishments, and areas for improvement. They are an important tool in any organization’s performance management system that aims to monitor its progress and they are designed to:

  • Align expectations between employers and employees of the job’s requirements;
  • Assist with developmental training plans; and
  • Serve as a documented employee interaction to support key HR decisions.

What are the Types and Importance of Employee Evaluation Forms?

An effective employee evaluation should include 360 degree feedback from leaders, peers, and the individual employee. Employee evaluation forms can cover the following:

  1. Top-down evaluations – performed by an immediate supervisor with a focus on productivity, objectives, behavior, and values; A top-down employee evaluation provides the perspective of management and serves as an avenue where the leadership’s expectations and the actual employee performance can work together to align. It’s an opportunity for both leaders and their direct reports to know where they are currently on set goals, the expected level of performance, and type of work attitude.
  2. Peer evaluations – performed by co-workers to assess skills, quality of work, and teamwork; Conducting peer evaluations as a method of employee assessment helps the organization determine how culture-fit is an employee in a particular team or department and observe the dynamics between employees, such those between more tenured or more experienced employees and the new hires. It helps provide a different perspective or a better insight into employees that managers may not be able to observe in their absence.
  3. Self-assessments – self-critique on strengths, areas of improvement, and goals. Self-assessments give employees the opportunity to provide their own perspective on how they performed, what they think they need help with, and how else they can contribute to the company. It helps managers realize how they can better equip their direct reports to perform better, stay aligned with company directives, and reach career goals.

How to Conduct Employee Evaluations?

Employee evaluations may be conducted in different ways and frequency depending on the nature of work, department, or industry standards and regulations. Here are tips on how to conduct employee evaluations:

Be prepared

  • Look at past notes and records of performance and prepare these for the assessment. Remember how the employee performed during the duration that the employee is being assessed for.
  • More than preparing goals for the employee, work with the employee to set goals that are Specific, Measurable, Achievable, Realistic, and Time-bound (S.M.A.R.T.).

Be aware of timelines

  • Employee evaluations, ideally, take timelines into account—past, present, and future—with employee reviews conducted and employee goals built based on events and performances at certain times.
  • Employee evaluations are scheduled and should not come as a surprise when employees are to be evaluated.

Be able to take notes

  • Always maintain records of employee performance and past assessments. An employee evaluation based on factual data backed by records can help the employer and employee conduct an evaluation that is objective and fair.

The Problem: Paper Performance Evaluation Forms

Paper-based employee evaluation forms can be time-consuming to complete, requires duplicative work, and unproductive scanning of signed documents. Paper trails are hard to track and recover

and are at a high risk of getting lost.

Important management decisions that impact employees such as promotions, pay hike, remediation, or dismissal rely on signed evidence of timely employee evaluations. Losing track of these documents can put your organization and brand at risk and lead to disgruntled employees.

Jona Tarlengco
Article by
Jona Tarlengco
SafetyCulture Content Specialist
Jona Tarlengco is a content writer and researcher for SafetyCulture since 2018. She usually writes about safety and quality topics, contributing to the creation of well-researched articles. Her years of experience in one of the world’s leading business news organisations helps enrich the quality of the information in her work.

Explore more templates

Top-Down Employee Evaluation Form
Supervisors can use this top-down evaluation form to evaluate their direct reports. Use this employee evaluation template to help assess an employee’s behavior, productivity, strengths, and areas for development. Set S.M.A.R.T. goals and affix digital signatures using the mobile app to verify the 1:1 employee evaluation took place.
Peer Employee Evaluation Form
Use this peer employee evaluation form to record coworker feedback of an employee. Have the peer coworker evaluate the employee’s skills, quality of work, and collaboration amongst the team. Assess if the employee possesses a positive impact towards the work environment and takes responsibility for their mistakes. Provide observations and recommendations to help assist with decisions surrounding the employee evaluation.
Self-Assessment Employee Evaluation Form
Employees can use this self-assessment employee evaluation form to reflect on their performance and provide their own evaluation of their performance. Employees can provide evidence for their employee evaluation and affix digital signatures to validate the discussion with the supervisor.
Staff Evaluation Form
Use this staff evaluation form in reviewing staff’s performance. This template evaluates employees in the areas such as job knowledge or technical skills, service orientation, interpersonal skills, etc. Download and customize according to your organizations appraisal ratings and criteria.
Employee Performance Evaluation Form
An employee performance evaluation form is used by a team manager, training supervisor, or human resource officer to assess a worker’s display of skills at work and determine if his or her work practices meet set success metrics and company goals such as key performance indicators (KPIs). Use this template to evaluate your employee’s technical, interpersonal, communication, and leadership skills, quantity of, quality of, and approach to work, and KPIs or goal achievement. Indicate if the worker’s performance is unacceptable, needs improvements, meets expectation, exceeds expectation, or not applicable.
Team Evaluation Form
This template evaluation form can be used by teams in providing and gathering performance feedback within the team. Download and customize to tailor fit evaluation questions to your organization’s needs.