All 7 Editable Employee Evaluation Forms With Templates Included
All Employee Experience

7 Editable Employee Evaluation Forms With Templates Included

Author: Ravijojla Novakovic Last updated: March 5, 2024 Reading time: 13 minutes

Many HR professionals today are looking to provide their employees with constructive feedback. Employee feedback has proven to effectively increase employees’ job satisfaction, motivation, and productivity.  

Corrective feedback is also desired among employees, as it helps them concentrate their efforts on a specific output. Specifically, more than 63% of employees prefer re-directive feedback over praise. 

Overall, there are several guidelines to follow in conducting employee evaluations. One of them is being consistent in your performance assessments, which is easy if you use employee evaluation forms. 

What Is an Employee Evaluation Form?

visual representation of an employee evaluation form

An employee evaluation form or performance review form is a document featuring a set of questions that aims to assess the job performance of the employees.

There are numerous employee evaluation forms that aim to help both the employee and the manager understand how employees are performing on their jobs, identify areas for improvement, or recognize instances where they excel and exceed expectations.

That being said, employee evaluation forms are amazing tools that help employees grow, develop, and reach the company’s goals.

Why Should Managers Use Forms To Evaluate Employees 

The obvious reason for using an employee evaluation form is the ability to note down everything you discuss with your employees during your evaluation.

Since continuous employee feedback is crucial for your company’s success, you should perform your employee evaluations as often as possible. 

Moreover, there are several other reasons why employee evaluation forms are important to your feedback practice. 

1. Employee evaluation forms ensure useful feedback 

If you disclose the contents of your employee evaluation form to your employees, it can serve them as constructive feedback material.

More specifically, your employees would clearly see what areas of their work performance they can work on and if their efforts are recognized. 

2. Set performance goals using employee evaluation forms 

Similar to the previous point, employee evaluation forms provide your employees with a list of goals you jointly set during an evaluation.

Setting goals directs your employees’ actions and behaviors toward a desired outcome.

By doing this, you can engage your employees and reap all the benefits that come with employee engagement.

3. Employee evaluation forms remind employees of workplace standards 

Have some of your employees ever had trouble sticking to some workplace standards like dress code, appropriate behavior, or others?

Noting these down in your employee evaluation form can provide your employees with a useful reminder of their accidental oversights. 

4. Make informed decisions by checking your employee evaluation forms  

By noting your employees’ performance progress continuously, you will have documented grounds for promotion, pay raises, or even layoffs in some cases.

Therefore, it helps you be more objective or pass on some substantial information about employees’ performance to the decision-makers.  

If you’re looking to appreciate your employees’ hard work, get our editable employee appreciation letters and emails. 

5. Employee evaluation forms help you plan employee growth 

In case you have been regularly evaluating your employees, you will have a clear impression of your employees’ capabilities and future goals.

Importantly, these can help you plan your employees’ career growth and serve your employees as a motivating vision board! 

6. Employee evaluation forms remind you of how to help your employees 

As a manager or HR professional, you probably know how crucial it is to be a good leader.

By showing empathy and interest in your employee’s job performance, you can build a better relationship and build trust among your employees.

Furthermore, employees are 59% more likely to be engaged when supervised by an engaged leader. 

7. Identifying top performers with consistent employee evaluation forms 

Sometimes, it may be hard to notice the best performers in your team.

By using employee evaluation forms consistently and keeping similar measures for oral fulfillment, you could easily track your employees’ performance and notice any outliers. The employee evaluation form will help you be as impartial as you can. 

8. Recognize and reward based on employee evaluation forms 

Employee recognition drives your employee engagement, employees’ job satisfaction, and retention. By remarking on your observations in an employee evaluation form, you can identify acts for which your employees could be recognized and rewarded.  

Employee recognition increases employee engagement, boosts productivity, and lowers employee turnover rates. 

You can check how our Recognition and Reward Platform JobPts can help you implement the appreciation culture in your company. 

What Should Be Included in an Employee Evaluation Form?

Before diving into the evaluation process using different forms, you need to know what elements each of the evaluation forms must contain.

This way, you will ensure a unified process that will help you gather truthful and unbiased feedback to help you in decision-making.

Employee information

If the evaluation you are conducting is not anonymous, in that case, there are several pieces of information that you should request from the employees.

  • Employee name.
  • Employee department if you are in a bigger organization.
  • Employee position.
  • Reviewer name.

Review period

Stating the review period in employee evaluation surveys demonstrates transparency and professionalism and manages employees’ expectations regarding the results of the evaluation.

In addition, It can also help managers keep track of the last time they conducted a review and make sure that they maintain the evaluation process in the correct time intervals.

Explanation for the rating system

Rating scales and systems can be confusing initially. However, by providing clear explanations in your survey, you can ensure that your employees understand the rating scales and provide accurate and unbiased responses.

Moreover, this can help employees give consistent answers and avoid misinterpretations, ultimately reducing any confusion and frustration that may arise and increasing employee engagement.

Goals

Are you conducting a survey for employee performance review or just to gather employee feedback on how your organization functions?

In either case, it is important to state the goals of your employee evaluation survey clearly. Doing so will help avoid any uncertainties, confusion, or dilemmas that employees may face during the review process.

Free Performance Review Templates

You can find seven examples of employee evaluation templates below.

Check when and why you should use which one, and make sure to include all these employee evaluation forms in your performance review process.

You can edit them according to your own preferences.

Employee evaluation form sample #1  

If you want to evaluate your employees according to standard criteria, use this employee evaluation form. Since it also offers a rating scale, it helps you to pin down your score in different evaluation categories. 

What is usually recommended is also understanding these categories. For example, what does “communication” stand for? Don’t let it be just an elusive term you rate your employees on.

Think about actions or behaviors your employees should display in different situations. Which actions are deemed as unacceptable or as exceeding expectations?

Employee evaluation form sample #2 

This employee evaluation form is a blank start for managers with their own evaluation categories. Note that it has a comment section where you can write an additional rating explanation. 

If you want a rating scale, feel free to borrow one from the previous example. 

Employee evaluation form sample #3 

Setting performance goals and evaluating your employees according to their completion is one of the best practices in employee evaluation.

Therefore, you will notice that this employee performance evaluation form is centered around goals. It is more descriptive in nature and allows you to get a lot of feedback from your employees. 

By noting down the biggest challenges your employees have and their own perspective on their performance, you will be taking a deeper look into your employees’ motivation, job satisfaction, and engagement.

Additionally, creating an employee-centered evaluation can help you build trust between you and your team.

Employee evaluation form sample #4 

Here is another example of an employee evaluation form with predefined evaluation categories. Additionally, there is a section for your remarks where you can write down additional questions or comments that came up during the evaluation.

Employee evaluation form sample #5 

This form enables employees to assess their co-workers’ personal and professional development. As colleagues must work together as a team and be committed and helpful in achieving the company’s objectives, it’s important to listen to their opinions and feelings towards each other.

This helps monitor the relationships between colleagues and identify areas where mediation might be necessary or if everything is running smoothly.

Employee evaluation form sample #6 

Quick adaptability is a great trait that many employers look for in a new employee. The faster new hires can adapt to their new surroundings, the quicker they can commence with their daily tasks. However, managers often have a lot on their plate, making it challenging for them to monitor the adaptability of new hires during the onboarding process.

That’s why this form can help you monitor employee’s performance regarding adaptability in the workplace.

Employee evaluation form sample #7 

The last employee performance review template is called the 30-60-90 review template. This type of template enables you to evaluate your employee performance in 30, 60, and 90 days.

Conducting performance evaluations in the first, second, and third months can assist managers in assessing the adaptability of new employees during the onboarding process.

In addition, this effective employee evaluation form helps managers understand the strengths and weaknesses of new employees and communicate their expectations for the first three months of employment to their new employees.

Employee Evaluation Tips To Improve Your Evaluation Process

how to improve employee evaluation process - 9 tips

You are probably not too comfortable giving employee reviews. You are not alone – 44% of managers really dislike it as well!

However, here is a list of useful tips to follow in order to give your employees an enjoyable and constructive evaluation. 

In addition to employee evaluation forms, here are some best practices you can apply when evaluating your employees’ performance. 

1. Make employee evaluation continuous 

Most of employees want to hear timely and constructive performance feedback as often as possible. Therefore, if you implement continuous employee feedback, you will build a tighter relationship with your team and engage your employees more.  

2. Set goals  

Setting goals together with your employees will ensure transparency and minimize the stress over evaluation.

Knowing what your employees will be evaluated for gives them control to navigate the positive outcome and accomplish the goals you jointly set.  

3. Make it less formal   

80% of Gen Y say they prefer on-the-spot recognition over formal reviews. Therefore, in addition to using your employee evaluation forms in formal evaluation, try to give feedback as much as you can. It can reshape the communication culture in your company!

4. Focus on the positive  

Did you know that teams led by managers focusing on their weaknesses are 26% less likely to be engaged?

Even if your team members did not accomplish all their goals, try seeing the glass as half full. This will show your team support and make them work harder! 

5. Be specific in your criticism   

According to research, employees prefer corrective feedback over praise and recognition. Therefore, address the issues your employees should work on and give them constructive feedback. 

6. Allow peer-to-peer feedback  

76% of employees are motivated by positive feedback from their peers. Moreover, peer-to-peer feedback creates a culture of open communication, innovation, and growth in your company.  

See how you can implement peer-to-peer feedback in your company with Nurture

7. Keep your promises  

Employees whose leaders treat them respectfully are 63% more satisfied with their jobs and 110% more likely to stay with their organization.

Thus, make sure to make promises you can keep and be true to your word afterward! Give the promotion or a pay raise when it’s due. 

8. Recognize and reward 

It is crucial to recognize and reward your employees for successful performance. First, it can boost your employees’ productivity. Second, it can decrease employee turnover. Third, it reduces employee disengagement. 

Find out how to improve your business results by implementing a Recognition and Rewards platform in your company. 

9. Make a copy of the employee evaluation form for your employee 

The common goal you and your employees should have as an outcome of employee evaluation is a sense of collaboration.

If you make a copy of the notes you’ve been making during employee evaluation, it will feel more like a conversation and setting a joint strategy than a performance review. 

Employee Evaluation Forms FAQ

  1. How often should employee evaluations be conducted?

Most organizations conduct employee evaluations once or twice a year. The evaluation frequency depends on the industry in which the company operates, the nature of the work, the structure, and the company’s culture. Nevertheless, managers mustn’t rely solely on these tools to provide feedback to their employees. Advising, directing, and addressing employees’ concerns should be an ongoing process included in everyday work activities.

  1. What is the purpose of an employee evaluation form?

The purpose of the employee evaluation form is to help managers and employees assess their job performance, pinpoint struggles, and thus help employees with their career development in the areas for improvement. This also helps managers set future goals, reward employees, and give promotions.

  1. Should managers share the results of the employee performance with the team?

Sharing the employee evaluation results with the team has its pros and cons. On the one hand, managers can promote transparency and open communication and show recognition and validation for the hard work of employees. On the other hand, if the results are lower, sharing them with the whole team may cause demotivation and discouragement, embarrassment, and unhealthy comparisons between employees. Managers must be very careful with this decision and think about how they will demonstrate the results if they decide that they will announce them publically.

  1. Do employee performance evaluation forms contribute to the company’s success?

Employee performance evaluations can positively contribute to the success of the company if done properly and on time. These assessments serve as valuable tools for managers to assess whether employees are meeting the company’s expectations and identify any issues that might affect performance.

By addressing the root of the problem and rewarding the over-achievers in your company, you can build a strong and motivated team that will strive to achieve the company’s goals in a timely manner.

Give Transformative Feedback With Semos Cloud 

Semos Cloud’s Culture Intelligence suite is designed to help employers deliver exceptional employee experience. With Nurture, your team can access cutting-edge internal communications that allow managers to give and receive candid employee feedback. 

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