Employee Evaluation Form

Employee Evaluation Form

This Employee Evaluation Form is simply a template that allows you to provide a formal evaluation record to your employees following a performance review. It allows both employer and employee to keep a record of what was spoken about and forms the basis of an ongoing evaluation of performance that can be cross referenced at later reviews. It is designed to be customisable in that the employer can edit the categories for review dependent on their industry and the skills and traits they are seeking from their staff. The categories below are given simply as a guide to the general things an employer is look for in his or her staff.



Employee Evaluation Form



Employee Name


Evaluator Name


Date of Evaluation


Date Employment Commenced


Department


Position


Manager/Supervisor




JOB DESCRIPTION














Basis of Review

The purpose of this evaluation is to provide the Employee with an indication of their progress within the job role and to highlight areas at which they excel and also areas where the Evaluator believes they can improve.


The Evaluator has been given a scale on which to rate the Employee’s performance in a number of different areas as follows:


  1. Unsatisfactory, failing to meet expectations

  2. Fair, sometimes fails to meet expectations

  3. Satisfactory

  4. Good, frequently exceeds expectations

  5. Excellent, exceeds expectations




1. Attitude


Does the Employee has a positive attitude towards their employment and do they approach their job and assigned tasks with the appropriate willingness and diligence?


Rating: [Enter 1-5]


Comments: [Enter Comments]



2. Knowledge and Skills


Does the Employee demonstrate an appropriate level of knowledge and skill in carrying out their job role and in completing assigned tasks?


Rating: [Enter 1-5]


Comments: [Enter Comments]









3. Planning and Organisation


Is the Employee able to plan their workload effectively and ensure orderly organisation of work and results of work?


Rating: [Enter 1-5]


Comments: [Enter Comments]



4. Decision Making


Does the Employee make rational, fact oriented, and decisive decisions?

Does the Employee make analysis of all appropriate data?

Does the Employee display good judgment?


Rating: [Enter 1-5]


Comments: [Enter Comments]


5. Productivity and Quality of Work


Does the Employee produce and complete work in a timely manner and line with the average standards set for such work?


Rating: [Enter 1-5]


Comments: [Enter Comments]



6. Communication


Is the Employee able to communicate effectively both within the workplace and with clients/customers?


Rating: [Enter 1-5]


Comments: [Enter Comments]


7. Interpersonal Skills and Relationships


Has the Employee displayed appropriate interpersonal skills and developed appropriate working relationships with colleagues and clients/customers?


Rating: [Enter 1-5]


Comments: [Enter Comments]



8. Extra - Organizational Awareness


Does the Employee recognise and comply with the safety requirements of the organization?

Does the Employee display appropriate creativity and risk taking behaviour?

Is the Employee able to recognise the bigger picture in relation their effect on the organization including the pressures on the business and the various regulations the business must comply with?

Does the Employee make rational choices in line with all ethical considerations?


Rating: [Enter 1-5]


Comments: [Enter Comments]




9. Initiative


Is the Employee able to work on their own initiative and provide solutions to problems before they are instructed to do so?


Rating: [Enter 1-5]


Comments: [Enter Comments]









10. Management


Does the Employee effectively manage their team, including displaying efficient delegation, supervision, control and staff development?


Rating: [Enter 1-5]


Comments: [Enter Comments]



10. Personal and Career Development


Does the Employee display appropriate enthusiasm for, and take steps towards, career development?

Does the Employee engage in appropriate professional development programs?


Rating: [Enter 1-5]


Comments: [Enter Comments]



11. Attendance and Punctuality


Days Absent: [Enter Days]

Instances of lateness for work: [Enter Days]


Rating: [Enter 1-5]


Comments: [Enter Comments]



12. Additional Comments


Use this space to make any additional comments about the Employee’s performance such as outlining any points not covered above and making comments about their progress since the previous review







Overall Performance Rating: [Enter Overall Rating]



Improvement Action Plan and Next Review Date:


Specify areas that the Employee can improve upon and suggested steps for improval:











Date for Next Review: [Enter Date]




_______________________________

Signature of Employee




______________________________

Signature of Evaluator




______________________________

Signature of Manager if appropriate



Date: [Enter Date]




Any [GREEN] highlighted language is intended to be filled in by the user. Any [YELLOW] highlighted language is considered optional or conditional by the attorney community. Consult with an attorney before using this document. This document is not a substitute for legal advice or services. Refer to our Terms of Service for more details.

This form has been prepared for general informational purposes only. It does not constitute legal advice, advertising, a solicitation, or tax advice. Transmission of this form and the information contained herein is not intended to create, and receipt thereof does not constitute formation of, an attorney-client relationship. You should not rely upon this document or information for any purpose without seeking legal advice from an appropriately licensed attorney, including without limitation to review and provide advice on the terms of this form, the appropriate approvals required in connection with the transactions contemplated by this form, and any securities law and other legal issues contemplated by this form or the transactions contemplated by this form.

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Jonathan Macy

Jonathan Macy
2 reviews
Attorney at Law
Jonathan Macy previously served as General Counsel and Chief Compliance Officer for an international insurance services company. In this capacity, he provided legal advice to various departments and members of management on all levels covering broad spectrum of legal issues. Mr. Macy participated from the planning phase through implementation and operation of various company services and projects. Mr. Macy assisted in implementation of and oversaw and managed compliance with legal and regulatory policies. Mr. Macy negotiated and drafted complex commercial agreements, vendor agreements, technology agreements, licensing agreements, confidentiality agreements, and lease agreements.
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