Consistency is the key to effective performance reviews.

Download: Employee Evaluation Form Template

Make employee evaluations more productive.

Periodic employee evaluations are crucial to the growth of your employees and your business—employees have the opportunity to improve and feel heard, and managers have the opportunity to give direction. Unfortunately, setting up a consistent review format can be time consuming and a bit of a headache. To assist you, we’re providing a free and easy-to-understand Employee Evaluation Template. Use it for conducting reviews for any department, role, and frequency you prefer. Download our Employee Evaluation Template for free today and start getting the most from your employees.

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Preview image of the contents of the downloadable employee evaluation template

A Free Employee Evaluation Form for the Busiest Managers

Whether they’re conducted monthly, quarterly, bi-annually, or annually, employee evaluations can be critical to the success of your business. However, we know that they can be difficult to put together, challenging to find the time for, and very uncomfortable in some circumstances.

To help you overcome the challenges that arise with employee evaluations, we’ve created a free employee evaluation form to use as a guide to successfully conduct your reviews.

The great thing about our employee evaluation form is that it can be implemented no matter how frequently you conduct reviews and it’s simple to understand. It was specifically designed to help you conduct employee reviews utilizing a consistent and documented process.

What’s Included in the Performance Evaluation Template?

The employee evaluation form was designed with simplicity in mind. Within this template we ask you two rate each employee on 10 categories with three possible ratings—below expectation, meets expectation, or below expectation. The 10 categories that are feature in the employee evaluation for are:

  1. Productivity
  2. Proficiency
  3. Communication
  4. Attitude
  5. Accountability
  6. Leadership
  7. Professional/Personal Skills and Development
  8. Adaptability
  9. Attendance
  10. Innovation

Throughout the employee evaluation form we also explain what each of these categories represents so you don’t need to try and interpret them on your own. Furthermore, each section also leaves room for you to input an employee’s strengths and where you may see opportunity for them to grow.

You’ll also find that we provide room for you to keep track of your employees’ progress each quarter.

Tips for Employee Performance Evaluations

The employee evaluation form is a fantastic tool that is sure to help guide you along the review process. However, evaluations are so much more than just checking boxes so we’ve listed some of our favorite tips for planning and conducting employee reviews.

    1. Compare Strengths and Weaknesses

While it may be easy to point out many of an employee’s failures or accomplishments, it’s important to remember this when filling out the employee evaluation form: an employee won’t be able to grow and push forward if you are only focused solely on one aspect of their work without taking the others into account.

    1. Give adequate notice to an employee before their evaluation.

Employee evaluations can be stressful for you and the employee. If you want the most positive outcome from the evaluation, you need to give your employee adequate time to prepare. This is even more true if the employee is being asked to participate by evaluating themselves or their superiors.

    1. Be honest and direct.

When you are filling out the employee evaluation form, don’t be afraid to hold back when it comes to feedback—don’t be afraid to praise someone either. The only way you are going to get what you want to out of the evaluation is if you explain how you truly view things. Nothing will change if you pretend like everything is perfect the way it is.

    1. Allow time for engagement.

The employee evaluation form is great for reviewing your employees during a given time period, but you still need to allow them to respond to their evaluation. By doing so, you can provide validation that your employees’ voices are heard and they matter. You’ll also be able to gain valuable insights as to what may be working or not working for the employee.

    1. Provide constructive feedback and set goals.

There is no point to an employee evaluation if the employee doesn’t receive direction as to how they can make positive changes. If an employee is doing something consistently incorrect, set a goal for them to make the necessary adjustments for success.

Why Employee Evaluations are Important

By now, you may already be able to see the importance of employee evaluations. We know just how important they are and that’s exactly why we provided you with an incredible, free resource in the form of the employee evaluation form.

However, there are so many other free tools we can provide other than this template. While it is important to evaluate your employees’ performance, it’s also important to gauge their level of burnout. It’ll also be worthwhile to provide them with great retirement plans and retirement plan information so they don’t need to stress about the future.

Thank you again for downloading our employee evaluation form. We hope this free tool and all of our others are of great use to you and your business.