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Employee evaluation form 

Employee evaluation form 

Managers use this employee evaluation form template to assess the work of their employees.

Use this template
or download pdf
Employee evaluation form 

Managers use this employee evaluation form template to assess the work of their employees.

Use this template
or download pdf

About the Employee evaluation form 

An employee evaluation form is structured to provide a comprehensive assessment of performance and development needs. It typically includes sections for key performance indicators, strengths, areas for improvement, and goal setting. By using this form, you can ensure consistent and objective evaluations across your team.

The form serves you by offering a clear framework for providing constructive feedback. This structured approach helps identify skill gaps and development opportunities, enabling targeted training and support. It also facilitates open communication between managers and employees, fostering a culture of continuous improvement.

By regularly using an employee evaluation form, you can track progress over time, making it easier to recognize achievements and address challenges. This process not only enhances individual performance but also contributes to overall organizational success, ensuring your team remains aligned with company goals.

Key elements of an employee evaluation form template

To optimize your employee evaluation form template, focus on its essential components. These elements ensure a comprehensive and effective assessment process.

  • Performance indicators: Include specific metrics that align with your organization’s goals. This section helps you objectively measure an employee’s contributions and track progress over time.
  • Strengths and areas for improvement: Identify what employees excel at and where they can grow. Providing this feedback encourages development and motivates employees to enhance their skills.
  • Goal setting: Collaboratively set achievable goals for the next evaluation period. This fosters a sense of purpose and direction, ensuring that employees are aligned with organizational objectives.
  • Comments and feedback: Allow space for open-ended feedback from both managers and employees. This promotes open communication and provides valuable insights into performance and workplace dynamics.

When to use an employee evaluation form template

Using an employee evaluation form template is crucial in several scenarios to enhance your HR processes. Implement this template during annual or semi-annual performance reviews to ensure consistency and objectivity. It provides a structured framework for assessing employee contributions and setting future goals.

You can also use the template when conducting probationary reviews for new hires. This helps you as an HR manager evaluate their integration and performance, providing feedback to guide their development. 

Additionally, the template is beneficial during performance improvement plans, especially for the human resource team. It allows you to document progress and identify areas for support, ensuring clear communication and accountability.

By using the template in these contexts, you can streamline evaluations, foster open communication, and support employee growth, ultimately aligning individual performance with organizational objectives.

Related categories

  • Operational excellence templates
  • General templates
  • Professional services templates
  • Workforce management and HR templates
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:
This template was downloaded 11 times

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

Human resource management : A comprehensive guide and strategiesCoaching Employees For Success: The Complete GuideExploring Employee Surveys As A Valuable Workplace ToolOnboarding & offboarding: A guide to employee success
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Template collections

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6 free employee evaluation form templates for managers4 free task management employee task list templates5 powerful employee onboarding checklist templates7 free HR compliance checklist templates for easy audits
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Human resource management softwareIssue management softwareComprehensive Checklist Creator AppConduct inspections with Lumiform's customizable workflow software
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Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

10 principles of operational excellenceTo whom is continuous improvement important6 steps to guide employees through organizational changeHow to effectively hire employees and build a team

Frequently asked questions

How can an employee evaluation form improve performance?

An employee evaluation form provides structured feedback, helping employees understand their strengths and areas for improvement. This clarity encourages development and aligns individual goals with organizational objectives, ultimately enhancing overall performance and productivity.

What should be included in this evaluation form?

Include performance indicators, strengths and areas for improvement, goal setting, and space for comments. These elements ensure a comprehensive assessment, fostering open communication and supporting professional growth.

How often should employee evaluations be conducted?

Conduct evaluations annually or semi-annually to provide regular feedback and support continuous improvement. More frequent reviews, like quarterly check-ins, can offer ongoing guidance and help address issues promptly.

Who benefits from using an employee evaluation form?

Both managers and employees benefit from using an evaluation form. Managers gain insights into team performance, while employees receive valuable feedback and direction for their professional development.


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.
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