Templates
Employee evaluation form 

Employee evaluation form 

Evaluate employee performance and create targeted development plans that foster professional growth. You’ll get to align individual goals with organizational success.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
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or Download template as PDF
Employee evaluation form 

Evaluate employee performance and create targeted development plans that foster professional growth. You’ll get to align individual goals with organizational success.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

This employee evaluation form helps managers deliver fair and constructive performance feedback with clear behavioral anchors. It features a comprehensive rating system that evaluates initiative, time management, customer service orientation, and communication skills.

A Gallup study found that only 22% of employees strongly agree their performance review process is fair and transparent. With our template, you can create a structured evaluation process that eliminates bias, documents strengths and weaknesses, and sets clear development goals for employees. This maks routine reviews valuable growth opportunities.

Related categories

Preview of the template
Audit
BEHAVIORAL ANCHORS
The employee...
Shows initiative: takes independent actions and/or generates opportunities to accomplish a task; masters obstacles to address existing problems with minimal direction; helps the productivity of the team.
Time and attendance: adheres to work on schedule and follows time record keeping methods including call out methods, when applicable.
Shows service motivation: demonstrates a commitment to assist the customers; works to develop services to meet the demands of consumers and fellow workers.
Completes assignments: final results are accomplished with precision and efficiency and completed on time.
Accepts responsibility: takes accountability for decisions made in job parameters; holds self-responsible for work or actions.
Demonstrates adaptability: experience and willingness to change work or plans based on new information or contradictory evidence; works efficiently in light of new information, varying situations and/or different environments.
Reveals competence in communicating: shows effective verbal and non­verbal presentation skills with workers, peers, supervisors and the public; shares valuable information, concepts, and ideas openly; handles sensitive matters with tact and diplomacy.
Respects differences: explores and values input from others with objectivity; shows no stereotyping based on race, gender, disability, age, ethnicity or culture.
STRENGTHS AND AREAS FOR DEVELOPMENT
What are the worker's strongest points?
What are the worker's weaknesses?
What can the worker do to be more productive or make improvements?
Important work-related achievements (projects, assignments, new skills or knowledge gained)
GOALS
Employee's target goals:
What further training would serve the employee?
Completion
Further comments:
Overall employee assessment rating:
By signing the underneath, you confirm that you have discussed this reflection in detail with your supervisor.
Full name and signature of the employee:
Full name and signature of the supervisor:
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Frequently asked questions

How can I ensure my employee evaluations are objective and fair?

Focus on specific behaviors and results rather than personality traits. Document examples throughout the review period to support your ratings. Use the behavioral anchors in the template consistently across all evaluations, and consider gathering input from multiple sources who work directly with the employee to reduce individual bias.

What’s a good way to discuss areas for improvement without demotivating my employee?

Frame weaknesses as development opportunities rather than failures. Start by acknowledging specific strengths, then discuss areas for growth using concrete examples. Collaborate on creating an action plan with clear, achievable steps and express confidence in their ability to improve. The goal-setting section of the template helps structure this conversation constructively.

What preparation should I do before completing this employee evaluation form?

Review the employee’s job description, previous evaluations, and any documented achievements or issues from the review period. Gather concrete examples that support your ratings. Consider soliciting input from colleagues who work closely with the employee. Prepare specific, actionable recommendations for each development area you identify.

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.