Free Employee Evaluation (Performance) Forms – Word | PDF

In any organization, success greatly hinges on the employee’s performance and commitment. However, it’s essential to know that for employees to give out their best, they should be satisfied and well-motivated in their place of work. But how do you know your highly skilled and well-talented employees aren’t performing according to their expectations? Well, if you are an employer and such a question keeps lingering in your mind, it’s high time you learn about the employee evaluation form.

What is the Employee Evaluation Form?

This form can be defined as a performance review tool that periodically assesses its work performance. The form helps employers to gather information on the employee’s skills, achievements, and goals. With such information at hand, the employer can determine whether the employee is doing expectedly or not. Also, they can identify places where the employee needs improvement or assistance. Usually, most companies prefer to do evaluations either at the end of the year or halfway to get quantifiable results.

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    Why Employers Use Employee Evaluation

    Every company is always expected to regularly use the evaluation to gauge the workforce’s productivity.

    Here are some of the reasons why the evaluation is essential:

    • It helps employers to achieve a qualitative measurement for their workforce. In other words, employers can determine the quality of work done by the employee concerning their skillset.
    • It also helps assess the employees’ strengths and weaknesses for individual employees and various departments or teams.


    Your one team of employees can be good at marketing but weak at management.

    • It helps determine which specific areas need more training and development. If an employee shows weakness in a specific area of interest, the employer can train them. This helps develop their skills and aptitude hence improvement.
    • It also helps remind employees of their performance goals and standards. An employee who fails to meet the set performance standards will be answerable to the management. Therefore, in the absence of the evaluation, the employees are bound to relax on their duties, which could harm the organization’s operations.
    • It is also critical as it helps managers design an appropriate employee reward and recognition system.


    Here might be some employees with an astonishing job performance record.

    • Such employees need to be motivated with a reward as a way of recognizing their efforts. The reward can either increase salary or wage or get a promotion to a higher rank.

    Tips for Creating an Effective Employee Evaluation Form

    To create a practical evaluation form, there are some guidelines you need to have at your fingerprints to stay on the rightful course.

    Here are some of the tips:

    Make the forms simple to use

    While writing the form, make sure you provide clear instructions and examples where possible. Also, ensure the form flows in a logical and sequential order. This way, your employees will find an easy time responding to them.

    Keep the forms familiar

     Make sure the language used in the form is well understood in all aspects. Be sure only to use corporate terminologies all through.

    Gather sufficient information

    Ensure you have all the necessary information needed to create various segments of the evaluation form.

    Make different employee evaluation forms for specific job roles

    It’s always essential to create a job-specific evaluation form rather than just making a general one. As a rule of thumb, you need to customize the forms as per the nature of the job and the employee’s experience. 

    Select the most effective rating method for your appraisal

    If at all, you are evaluating simple or essential competencies at your workplace, then you need to select a 5 point scale. However, if you provide more details on performance levels, then a more extended scale will be appropriate; let’s say a 10-point scale.

    Remember that not all evaluations need numerical feedback. Others require descriptive or multi-rater feedback. As such, you must select the type of rating method that best suits your case.

    Address both the developmental and professional needs

    While drafting your evaluation form, you need to pay close attention to both the professional and developmental activities to improve specific competencies’ performance. Developmental needs can include on-session training, among others.

    Give space for feedbacks

    The other important thing to consider when writing the evaluation forms is employee feedback or comments. To get detailed feedback, ensure you leave sufficient space.

    Avoid paper performance evaluation forms

    According to research, paper evaluation forms aren’t as effective as those generated from web-based applications. Therefore, always opt for online or computer apps for useful forms. They are not only easy to use but also to navigate. You can go ahead and download the free form from our website. We offer a typical definition of the type of forms you need for your evaluation needs.

    Use open-ended questions

    If possible, you need to use more open-ended questions to encourage employees to open up and share their minds freely.

    Frequently Asked Questions

    What is an Employee Evaluation Form?

    This form is a tool used to review and evaluate the employee’s performance standards. The evaluation forms help in determining how successful the company’s workforce is performing their roles

    When should Employee Evaluation Form be used?

    Preferably, the form should be used either at the end of the year or midyear. However, some companies also use it at short intervals, such as monthly.

    What type of information is contained in the Employee Evaluation Form?

    o The name of the employee and their employment details
    o The area of rating
    o A well-defined rating system
    o Space for feedback or comments
    o A space for appending signatures (both employer and employee)
    o Date

    Can small-scale businesses benefit from Employee Evaluation Form?

    Yes. Employee Evaluation Form benefits both large corporations and small and medium-sized enterprises on an equal scale. They help assess the efforts put by your employees towards productive work. For more information, please revisit the reasons why employers use the form above.

    Are there any legal factors to consider when drafting the Employee Evaluation Form?

    Yes. Before creating an evaluation form, make sure you adhere to the company’s policies and regulations as well as labor laws. For instance, you shouldn’t involve any discrimination when issuing out the forms.

    What is the purpose of an Employee Evaluation Form?

    This form provides information on employee performance levels. With such information, the employer can make rational decisions for the company’s benefit and the workers at large.

    About This Article

    William Lehr
    Authored by:
    Human Resources Specialist, MS Office Expert
    William Lehr combines a profound understanding of human resources with a certified expertise in Microsoft Office, making him a dual asset in any professional setting. With a keen insight into the intricacies of HR, William adeptly manages talent acquisition, employee relations, and organizational development. His Microsoft Office proficiency further amplifies his effectiveness, allowing him to design and implement seamless workflows, reports, and analytical tools. Whether it's optimizing HR processes or crafting efficient MS Office solutions, William's comprehensive skill set ensures that organizational objectives are met with precision and excellence.

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