The employee evaluation form is a valuable tool to assist employers
with employee performance management.
Regular employee assessment is necessary not only to highlight problem areas that may require additional training or supervision, but also to provide positive feedback and recognition to employees who are performing well and should be performed at least quarterly.
The employee evaluation form can be a motivational tool if used constructively. It can also be used to record verbal warnings for poor performance. Records of regular employee assessment are most important should you be challenged for unfair dismissal for poor performance. It is also an excellent tracking tool if used during a probationary period.
For effective employee performance management the criteria on the employee evaluation form must be compiled according to the job description.
Note: Visit our Employment main page for links to all the relevant free legal forms and more guidelines for the work place.
For every performance factor listed, you should provide specific guidelines for judging, tailored to your company. For example:
A mark for unacceptable or poor performance on the employee evaluation form must be accompanied by a comment and the assessment must be done by the manager or supervisor of the employee.
Company Name:
Employee Name:
Identification / Social Security Number:
Position:
Date / Period:
Details |
1 |
2 |
3 |
4 |
5 |
Comments |
Attendance Dependability |
1 |
2 |
3 |
4 |
5 |
Comments |
Number of absences, sick leave and occasional leave |
Punctuality |
1 |
2 | 3 |
4 | 5 | Comments |
Arrival in accordance to Company Policy |
Appearance |
1 | 2 | 3 |
4 | 5 |
Comments |
Professional, presentable and in accordance with Company dress code |
Attitude |
1 | 2 | 3 |
4 | 5 |
Comments |
Positive, co-operative, enthusiastic |
Productivity |
1 | 2 | 3 |
4 | 5 |
Comments |
Time management, meeting deadlines |
Work Quality |
1 | 2 | = 3 |
4 | 5 |
Comments |
Thorough, accurate, consistent |
Creativity |
1 | 2 | 3 |
4 | 5 |
Comments |
Displays initiative, assumes responsibility, problem solving |
Work Place |
1 | 2 | 3 |
4 | 5 |
Comments |
Care of Company equipment, tools, stock |
Team Work |
1 | 2 | 3 |
4 | 5 |
Comments |
Considerate, willingness to help, respectful |
Skills |
1 | 2 | 3 |
4 | 5 |
Comments |
Knowledge of systems, products, machinery |
Overall Performance | Total Points: |
Percentage: |
Comments: |
1. Unacceptable - Rarely fulfills duties = 20%
2. Poor - Occasionally fulfills duties and need improvement = 40%
3. Satisfactory - Fulfills duties = 60%
4. Good - Frequently exceeds duties = 80%
5. Excellent - Consistently fulfills and exceeds duties = 100%
Rated by:
Position in Company:
Date:________________________
Signature: _____________________
Acknowledgement by Employee:
The contents of this assessment have been discussed with me and I have received a copy thereof. My signature does not imply agreement or disagreement with this review. My comments are as follows:
Date:________________________
Signature: _____________________
Previous employee assessment forms can be used as comparison to note improvement, or the lack thereof in problem areas. The employee evaluation form can also be used to determine and justify increases, performance bonuses and incentives.
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