The Perfect Employee Evaluation Form: Templates + How-To

Download 8 handpicked employee evaluation forms ready to be used in your next performance review + find out best practices and legal considerations.

9817afa9277111c0733c1dd5cee2e43a

Written by: Josh Brown

Published: November 27 2019

There have been debates around employee evaluation and some say it’s time to put an end to it. But, while big companies like Adobe have abolished the traditional rating-based performance reviews, 69% of companies still conduct annual or semi-annual employee evaluation in one form or another.

To make sure we’re on the same page—employee evaluation is the assessment and review of a worker’s job performance. Most companies conduct performance evaluations at specific time intervals (usually once or twice a year).

Whether you choose to give and receive employee feedback via email, paper or a one-on-one conversation, you will still need to prepare employee evaluation forms. The format and content may vary greatly, depending on your particular situation and intentions. 

In this article, we’ll explore the main considerations and best practices in preparing forms for performance appraisals. If you want to, you can skip directly to the employee review templates.

Why Use Employee Evaluation Forms?

  • Remind workers what their managers expect in the workplace
  • Provide useful feedback about job performance
  • Inform employment decisions such as promotions, pay raises, and layoffs
  • Understand employee strengths and weaknesses
  • Plan employee training and development programs
  • Set performance goals and standards 
  • Understand what tools employees need to achieve their job responsibilities
  • Inform recognition and reward
  • Identify highly proficient workers with leadership potential


What to Include in an Employee Evaluation Form?

Employee and reviewer information

The form must have basic information about both parties involved. This includes but not limited to:  

  1. Employee Name
  2. Department 
  3. Employee ID
  4. Position Held
  5. Reviewer Name 
  6. Reviewer Title


Review period

Employee review forms should specify the review period and the date the evaluation was held. This is to determine the progress of the employee since the last time he or she has been assessed.

An easy-to-understand rating system

It’s important to clarify your rating system so that employees understand why they are receiving a specific grade. Commonly used performance rating systems include 1 to 10 and “unsatisfactory” to “excellent”.

(Source)

Evaluation points

If you’re assessing specific skills or aspects of the job, you can list them in a table where they can be rated easily. 

Goals

In order for performance evaluation forms to be effective, they have to inform employees of their progress and future goals. This ensures they understand the performance standards they have to meet. 

Extra space for comments 

Comments include additional information, allowing you to share your honest suggestions to improve performance. The comment section could also serve as a place to encourage the employee or note individual challenges and accomplishments.

Signatures 

Signatures are required to ensure that both the reviewer and the employee understand the evaluation process and the contents of the evaluation form.


Best Practices For Creating Effective Employee Evaluation Forms

HBR recently reported that 65% of employees believe performance evaluations are not relevant to their jobs. The article titled “People Don’t Want to Be Compared with Others in Performance Reviews. They Want to Be Compared with Themselves”, goes on to say: 

Employees perceive the fairness of evaluation processes when they feel included and respected. They also consider it fair when their evaluations are accurate and are conducted based on ethical and moral principles.”

Certainly, evaluations can easily become subjective so management has to tread lightly. Here are a few tips on how to approach your performance review process without ambiguity.

  • Gather information intentionally: Get clear about the purpose(s) of your appraisal process and ensure you are gathering the right information with your staff evaluation form. 
  • Stay focused: Don't try to do too much in a single performance review or a single employee review form. Run several evaluation sessions if you have to.
  • Customize forms for each position: List the right core and leadership competencies for the job so that, when filled out, your employee review form will reflect performance for a specific role. 
  • Provide clear descriptions: Describe the job responsibilities, goals and rating system in great detail. 
  • Choose your rating method wisely: Some roles may be better suited to numerical ratings of competencies while others may need descriptive ratings or even multi-rater feedback. 
  • Set S.M.A.R.T. goals: Provide specific, relevant descriptions of the goals the worker has to achieve. Define the measurements for success and the expected completion dates. 
  • Address development: One of the main goals of an employee performance evaluation form is to inspire personal and professional development. Allow space for identifying and establishing training goals.
  • Provide detailed feedback: Make sure employees understand what they need to do to develop and improve.
  • Be objective: Use specific numbers where possible and avoid subjective or ambiguous language.


Format

There are two main formats used in employee evaluation forms. 

Scorecard

This type of employee review form uses a quantitative approach. The appraiser lists job duties and personal characteristics, rating the employee's performance in various categories. This format has to be accompanied by comments to avoid ambiguity and make sure the rating is justified.

As we already mentioned, it’s very important to choose a consistent rating scale that is clearly explained. Both managers and employees should understand the meaning of the score.

(Source)

Narrative

This employee performance evaluation format contains open-ended questions that enable managers to do a qualitative appraisal. In some cases, the employee answers some of the questions which helps spark a two-way conversation. 

For example, the reviewer may answer a question like, “What are the 3 areas where employee X can improve?” and the employee may answer a question like, “What are your 3 biggest accomplishments this year?”

In practice, the employee evaluation forms that most companies use are a combination of narrative and scorecard. This enables reviewers to gather both quantitative and qualitative information and understand what drives both outstanding and unsatisfactory results.

Legal considerations

Your employee evaluation forms have to be consistent and your process has to be objective because, otherwise, your employees can raise legal concerns. Here’s what to consider when designing your forms:

  • Reviews can be used as evidence in court
    According to Jeffrey Horton Thomas, of Thomas Employment Law Advocates in West Hollywood, Calif, reviews become key evidence if a former employee alleges that an action taken by the employer was done for an illegal reason.
  • Discrimination claims
    If you use two different performance appraisal forms for two different groups of employees, you leave yourself open to discrimination claims.
  • Retaliation 
    Be careful when you downgrade an employee’s performance, especially if he or she has complained of harassment, safety violations, wage and hour issues. If you state, for example, that such an employee “is not a team player”, you risk retaliation claims.


Employee Evaluation Templates

Below are eight of the most commonly used employee evaluation forms in PDF, Word and Excel formats.

1. General Performance Evaluation Template

This is a formal review of an employee’s overall performance which can be conducted monthly, quarterly, or annually. It has questions answerable by yes or no with a general comment section at the end.

Word | PDF

2. Essay Employee Review Template

This performance review template follows the narrative format. However, the potential downside is that the essay can be biased and contain personal grudges or incidents not directly related to performance. 

Word | PDF

3. Numerical Scale Form

This employee performance review template uses an ordered set of numbers where respondents get to rate a statement on a scale of 1 to 10. This detailed form can easily become your annual review template because it can gather a lot of information.

Word |  PDF

4. Peer Review Form

Peer review is commonly used in academic and professional fields but it can also be applied in other areas. The premise is simple: Co-workers and managers assess the employee’s behavior and professional qualities. 

Word | PDF

5. Group Evaluation Form

This job evaluation form can help understand team performance at scale. It uses a numerical scale to rate results, communication, adherence to deadlines and other key factors.

6. Employee Self-evaluation Form

This self-assessment form is sometimes used in conjunction with an annual performance review template filled by the manager. The goal is to gain a better, unbiased overview of the employee’s abilities, actions, and quality of work.

7. Introductory Period Performance Review Template

After employee onboarding is complete, this evaluation template can help determine if the new hire is a good fit for his or her current position as well as the company. 

8. 30-60-90 Review Template

The 30-60-90 employee review template features feedback from co-workers, covering leadership skills and overall personality/character. This type of evaluation allows a company to assess an employee’s capability to contribute, promote and build a positive environment at work.


FAQs

When should an employee evaluation form be used?

Use these forms to document the results of annual or semi-annual performance reviews or at any other time when you need to rate an employee’s performance. You can utilize one form or a combination of several forms, e.g. General form + Self-assessment + Peer review.

Do employee performance evaluation forms make sense for small businesses?

Yes, small businesses also need to assess employee performance on a regular basis. If you use a predefined form or a set of forms, the process will be much easier and more predictable for you. You won’t have to come up with evaluation criteria every time. 

How do you prepare employee performance reports?

It will be easier if you prepare well in advance. Here’s what you need:

  • Be sure to keep an up-to-date file for each employee by documenting the feedback he or she received during the year
  • Give the employee the ability to do a self-assessment
  • Collaborate with HRs to improve discipline and incident reporting
  • Before the appraisal, review the employee’s file
  • After the appraisal, review all documents and evaluation forms to create a report 


What should I write in an employee performance evaluation?

It depends on the position but, in most cases, you’ll want to cover quality and accuracy of work, communication and collaboration skills, problem-solving skills, adherence to deadlines, initiative and reliability.

Conclusion

Even though employee evaluation may have a bad reputation, it’s still a must-have for organizations of all sizes. As Peter Drucker, famously said, “If you can’t measure it, you can’t improve it.” Employee evaluation forms, digital or on paper, are still the most widely used method to measure performance across all positions in your company.

To make sure your employee evaluation form is effective, focus on providing objective and honest rating. Include both numeric scales and open-ended questions to collect quantitative and qualitative data. Most importantly, make it a two-way conversation—engage employees in the evaluation and be the mentor who wants to help them improve.

Ready to try our knowledge base software?

Start scaling your customer support, and collaborate better with your team.