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Employee Evaluation Form Templates

April 20, 2021
Bill Kimball

employee evaluations

If you provide at-will employment contracts then you can normally change the way you evaluate employees without any notice or discussion. If you provide other types of contracts, such as implied contracts, then it restricts the way in which you can use the results of the performance reviews.

You also need a way to measure these goals, ideally through HR software or a standalone performance management solution. In the four-step process below, we provide tips on how to evaluate an employee to make sure you are tracking, measuring, and rewarding your workers. Product Reviews Unbiased, expert reviews on the best software and banking products for your business. To learn more on a related topic, see our article on avoiding legal trouble when giving performance evaluations.

employee evaluations

In some cases, a manager will provide an evaluation after an employee’s work anniversary. Evaluations often determine whether a team member will receive a promotion or raise. Many companies have their own templates for these reviews, but most follow a similar structure.

check your own biases and ensure your employee evaluation is fair and equitable. Even managers see the world through specific lenses, and those biases can be hard to overcome, especially when evaluating employees.

Talk Like A Human: 50 Employee Evaluation Comments Your Team Would Like To Hear

That’s why we’ve created this ultra-timely 19-page report on what you should be doing now to set your virtual team up to win. By recognizing an employee’s achievements, you’re showing that you appreciate their hard work and that it doesn’t go unnoticed. Make sure you know what kind of rewards your employees are looking for before giving them out.

After working closely with team members, you may have adjusted your expectations based on each person’s typical performance and capabilities. Rereading each team member’s job description will provide context for your review based on their original expected responsibilities. Typically these assessments are done at year-end or on the employee’s service anniversary. That is, if you were hired in February, your evaluation is in February, and if you were hired in December, your evaluation is in December. Many companies tie their annual raises to employee evaluations. Cindy from Wheelhouse DMG shares how she uses TINYpulse to crowdsource ideas to design their performance review process, which became a huge success for the company. In order to really gauge how an employee is performing, you need to poke and prod indirect managers, team leads, peers, or even employees from other departments.

Some organizations have fully eliminated the formal performance review process, replacing it with regular, casual one-on-one check-ins with management. 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.

Focusing the evaluation entirely on negative feedback will actually have the opposite effect on employees, driving their productivity down. prepare an additional list of questions to ask the employee during their evaluation. Schedule time to meet with your employee to discuss the feedback they received and run through your questions as well. It’s imperative that the employee has a chance to fill out the questions to self-evaluate as well. A self-evaluation is a great way for managers to understand how aware the employee is about their own weaknesses, which will help you gauge how challenging it will be for the employee to improve. These questions should ask about the employee’s strengths and weaknesses, job performance, and areas for improvement. It can be difficult to evaluate new employees if you have not had very much time to see how they work.

Leadership And Management Skills

Meanwhile, for your underperformers, this is a key opportunity to get their areas for improvement on record. Without it, you’ll have a hard time letting go of someone holding your team back, especially if you need clearance from HR to do so. It’s little wonder some people think they should get rid of the performance review. Small Biz Ahead is a small business information blog site from The Hartford.

Give your team members ample opportunity to respond to their reviews and provide input on your comments, evaluations and goals. The more you engage them throughout the evaluation, the more likely they are to feel invested in setting ambitious goals and making progress toward key objectives. Consider your team members’ job descriptions, past performance and your company’s strategic plan to determine objectives you can set for the coming year. Recommend actionable goals that will benefit individual employees, your team as a unit and your organization as a whole.

Andrea Long prior to your employee evaluation who can offer insights into unlearning personal biases. Even better, instead of reading constructive feedback verbatim, create a summary of the feedback that incorporates common themes.

Employee Performance Evaluation Tells Them How They Are Performing

As you read job descriptions, consider how well your team members perform their responsibilities and meet the requirements of the position. Make note of what each person does well, where your team members could improve and when they exceed expectations. Managers should keep in mind that low-performance ratings lessen an employee’s chances of promotion and growth within the company. An accurate low rating can help weed out bad employees, but an inaccurate one can drive high performers out of the company. Employees want to be evaluated by people other than their direct managers, and multiple viewpoints allow you to get a better understanding of an employee’s performance. No matter how good your performance reviews are, you could almost certainly do better.

employee evaluations

Distill these themes in your own words to further protect employees’ anonymity and make sure constructive feedback is delivered in the most careful and considerate way possible. This way, the constructive feedback will remain completely anonymous and can be delivered by a supervisor rather than in the words of colleagues. Your list of questions to ask during the employee evaluation are meant to open up a dialog between you and the employee. It’s also important to remember that you will receive both helpful feedback and feedback that may not be useful to you. These surveys will bring out all types of feedback, and it’s up to you as a manager to select the feedback you believe will be most constructive to the employee. Please provide an example of a scenario where you saw room for improvement.

Performance Standards

The evaluation process also nips a lot of employment problems in the bud. Performance evaluations can keep you out of legal trouble by helping you track and document your employees’ problems. If you ever need to fire or discipline a worker, you will have written proof that you gave the employee notice of a performance or conduct problem and an opportunity to correct it. This will be invaluable later on if a fired employee argues that he or she was fired for illegal reasons, such as discrimination. Next, use past evaluations and job descriptions to create a list of each team member’s strengths and weaknesses. Try using a SWOT framework—strength, weakness, opportunity and threat—to guide this part of the employee evaluation notes. Consider how your team members have progressed throughout the year.

  • If there’s one thing that binds business owners and their employees together, it’s a mutual disdain for the employee performance evaluation.
  • The platform helps you complete the process and stores the results for later review.
  • Employee evaluations typically require managers to make comments or use a rating system to rank their team members’ abilities to perform specific tasks and master certain skills.
  • It’s important that you set clear performance standards that outline what an employee in a specific role is expected to accomplish and how the work should be done.
  • In an employee performance review, managers evaluate that individual’s overall performance, identify their strengths and weaknesses, offer feedback, and help them set goals.

This will let your employees know what you expect and what they will have to achieve during the year to receive a positive evaluation. These examples of evaluations cover a wide range of performance standards.

Setting Goals To Improve Your Career

Indicate if the worker’s performance is unacceptable, needs improvements, meets expectation, exceeds expectation, or not applicable. This employee evaluation form is used while conducting scheduled employee evaluations. Managers and team leaders can use this employee evaluation template to document employee performance, accomplishments, and areas for improvement. Assess the employee’s job knowledge, quality of work, attendance, and productivity. Record the employee’s strongest and weakest points and provide recommendations. It’s an opportunity for both leaders and their direct reports to know where they are currently on set goals, expected level of performance, and type of work attitude. An employee performance evaluation is a regular assessment and review of an employee’s performance on the job.