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What is an Employee Evaluation Form?
An Employee Evaluation Form helps employers keep track of performance evaluations, and they can provide meaningful documentation for how employees can improve and grow in their careers. Employee Evaluation Forms typically cover various aspects of job performance such as quality of work, timeliness, creativity and communications skills. These forms are often used in formal performance evaluations, which are typically scheduled on a regular cadence, such as once per quarter or once per year. Good Employee Evaluation Forms give businesses a structured, less biased and more repeatable way to give employees feedback so that they grow and address performance issues.
When to use an Employee Evaluation Form:
- You want to perform employee evaluations and need a customizable template to help you create a comprehensive review.
Sample Employee Evaluation Form
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Employee Evaluation Form
NAME:
DEPARTMENT:
JOB TITLE:
DATE OF LAST EVALUATION:
PERIOD OF PRESENT EVALUATION: through
TYPE OF EVALUATION:
1. ATTITUDE:
(a) The extent to which the employee demonstrates a willingness to fulfill position requirements and assigned tasks.
RATING: Excellent Good SatisfactoryFairUnsatisfactory
COMMENTS:
(b) The extent to which the employee takes appropriate corrective action in response to constructive criticism by supervisor.
RATING: Excellent Good SatisfactoryFairUnsatisfactory
COMMENTS:
2. PLANNING AND SCHEDULING:
The extent to which the employee plans and schedules work for the accomplishment of objectives.
RATING: Excellent Good SatisfactoryFairUnsatisfactory
COMMENTS:
3. PRODUCTIVITY:
The level of output attained by the employee as compared to the standard established for the assigned tasks.
RATING: Excellent Good SatisfactoryFairUnsatisfactory
COMMENTS:
4. QUALITY OF WORK:
The degree to which the employee produces work that is accurate, comprehensive and effectively communicated.
RATING: Excellent Good SatisfactoryFairUnsatisfactory
COMMENTS:
5. TIMELINESS:
The extent to which the employee completes assigned tasks within the allotted time.
RATING: Excellent Good SatisfactoryFairUnsatisfactory
COMMENTS:
6. JUDGMENT:
The extent to which the employee utilizes job knowledge and sound reasoning to analyze situations, resolve problems and reach decisions.
RATING: Excellent Good SatisfactoryFairUnsatisfactory
COMMENTS:
7. INITIATIVE:
The extent to which the employee is self-motivated; takes appropriate action on work related issues without being prompted.
RATING: Excellent Good SatisfactoryFairUnsatisfactory
COMMENTS:
8. COMMUNICATION:
The extent to which the employee communicates effectively and accurately with peers, supervisors and other business contacts. Consider written and verbal communications.
RATING: Excellent Good SatisfactoryFairUnsatisfactory
COMMENT:
9. COOPERATION:
The extent to which the employee cooperates and works harmoniously with peers, supervisors and other business contacts.
RATING: Excellent Good SatisfactoryFairUnsatisfactory
COMMENTS:
10. CREATIVE THINKING:
The extent to which the employee thinks creatively and finds innovative ways to accomplish tasks or generate new ideas.
RATING: Excellent Good SatisfactoryFairUnsatisfactory
COMMENTS:
11. PUNCTUALITY AND ATTENDANCE:
PUNCTUALITY:
Acceptable Unacceptable
DAYS LATE:
COMMENTS:
ATTENDANCE:
Acceptable Unacceptable
DAYS ABSENT:
COMMENTS:
12. TRAINING AND EVALUATION:
13. COMMUNICATION AND EXECUTION OF GOALS AND OBJECTIVES:
14. LEADERSHIP QUALITIES:
15. PERSONNEL UTILIZATION:
16. COMPANY POLICIES:
MAJOR ACTIVITIES/OBJECTIVES:
ACCOMPLISHMENTS:
OVERALL PERFORMANCE:
RATING: Excellent Good SatisfactoryFairUnsatisfactory
PROGRESS SINCE LAST EVALUATION:
RECOMMENDATIONS FOR FUTURE DEVELOPMENT:
SIGNATURES
| By: | Date: |
| By: | Date: |
| By: | Date: |
(The employee's signature is only an acknowledgment that the evaluation has been completed, examined and discussed in detail and is not to be construed as an agreement with the evaluation.)
COMMENTS: ____________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
| __________________________________________________________________ |
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
Final Checklist for Employee Evaluation
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___Sign this document. This document needs to be signed by:
The Employee Evaluation can be signed online.
___Everyone gets a copy. Both the employee and the company should receive a copy of the signed document. If you sign this evaluation online a copy will be securely stored in your account. You can share your document from your account.
About Employee Evaluation Forms
Learn about how to evaluate performance of employees
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How To Write an Employee Evaluation
The Employee Evaluation Form, also called an Employee Evaluation Template, is a form that helps employers and managers effectively evaluate employee performance. Documented employee evaluations are communication tools that ensure a supervisor is clear about the requirements of each employee's job. Employee Evaluation Forms also communicates the desired outcomes, outputs, or accomplishments needed from each employee's job and defines how they will be measured.
Ways to evaluate employee performance
Our template covers many topics that you can include in your employee review. You can even easily make customized forms per job title. Our Employee Evaluation Forms allow you to rate and comment on all of the following topics:
- Attitude
- Planning and scheduling
- Quality of work
- Timeliness
- Judgment
- Initiative
- Communication
- Cooperation
- Creative thinking
- Punctuality and attendance
- Training and evaluation
- Communication and execution of goals and objectives
- Leadership qualities
- Personnel utilization
- Company policies
At the end of the document you can cover additional topics including those that relate to performance, goals, and how progress will be tracked, using these sections:
Major activities and objectives
- Accomplishments
- Progress
- Recommendations
Remember that employee evaluations present an opportunity to ensure that employees are on the path that best serves the business. You can and should use the meeting as a chance to course correct, if necessary, or to celebrate your employee's efforts on behalf of the team.
Rating
The Employee Evaluation Form provides options to rate the employee performance on the following scale:
- Excellent - The individual performs all tasks in an exceptional manner.
- Good - The individual performs many tasks well, all other tasks adequately and requires little or no supervision.
- Satisfactory - The individual performs all tasks satisfactorily and also if the employee requires normal supervision.
- Fair - The individual performs most tasks satisfactorily, but not all and requires more than normal supervision.
- Unsatisfactory - The individual fails to perform many tasks, and also requires close and constant supervision.
Signing and Delivering
After completing the interview, read the entire Employee Evaluation Form to make sure it meets your intentions. If you need to further specify changes outside the interview process, you can do so in the Document Manager either online or in Word Format.
Once the form is complete, you can print, date and sign the notice, or use our easy e-signing feature.
Employee Evaluation Form FAQs
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How do I fill out an Employee Evaluation Form?
Rocket Lawyer's free Employee Evaluation Form is easy to fill out. As part of the step-by-step process to make the document, you will be prompted to rate the employee's professional traits and you'll have the opportunity to write in longer comments.
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How do you create an evaluation?
Rocket Lawyer's free Employee Evaluation Form is a customizable template to help you produce a comprehensive review based on the factors deemed important by your business. Simply input the characteristics that you wish to evaluate and once you're finished, you can save, download, print, and sign your completed Employee Evaluation Form.
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