20 Employee Evaluation Forms and Templates (Word & PDF)

20 Employee Evaluation Forms and Templates (Word & PDF)

Businesses and organizations need to monitor their employees’ performance and provide effective evaluations that ensure employees align with company objectives. The managerial cadre usually provides a detailed assessment of an employee’s performance through an employee evaluation form. Most corporations suck at performance reviews and drive employees away rather than driving them to new productive achievements.

How you conduct the review is pivotal to the intended outcome. We guide you through writing a performance review that paints the real picture of an employee’s performance in line with their skill set based on your company’s metrics.

What Is an Employee Evaluation Form?

An employee evaluation form is a written assessment of the employee’s performance, work competencies, and ability to collaborate on goals to improve a company’s bottom line. Direct supervisors usually conduct the reviews, develop a ranking system and grade their workers.

What Is an Employee Evaluation Form Template?

An employee evaluation form template is a predesigned document you fill with metrics that assess an employee’s productivity. Templates contain preset checklists and metrics that you can customize depending on your company’s needs. Companies employ differing standards to gauge employee performance.

Tip: Ensure the online template you source has all the essentials that meet your evaluation needs. Also, use a template-friendly browser to avoid effacing vital notes when you download it.

Employee Evaluation Form Templates & Examples

Employee Evaluation Form #01

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Employee Evaluation Form #10

Classified Employee Performance Assessment


Employee Annual Performance Evaluation




Employee Review

Employee Self Evaluation Form

Performance Appraisal Plan Examples

Performance Evaluation

    Why Use An Employee Evaluation Form?

    The primary focus of an employee evaluation is to provide a concise and accurate review of an employee’s productivity. However, some managers use it as a rank and yank mechanism, which gives performance reviews a bad rep and lower credibility.

    When done correctly, a performance review:

    • Improves communication between employees and senior executives.
    • Increases worker’s performance.
    • Develop new goals and objectives.
    • Plan employee training.
    • Provides a basis for performance-based incentives.
    • Improve company cohesion.

    What To Include In An Employee Evaluation Form?

    A professional review should contain basic data of both parties in the review. Data information includes but is not limited to:

    • Employee name and job title
    • Employee ID
    • Reviewer name and job title

    The review period is usually annually or semi-annually. Many companies concurrently conduct reviews and EOY financial assessments. However, review periods can be after every 12 months of a worker’s appointment date.

    A rating scale or a rating system that every employee comprehends. Develop an easy-to-understand rating scale, usually a numerical-based system with 1 indicating below standards to excellent 10.

    Evaluation points that outline the review’s main objective. Evaluation measures aid you in developing specific criteria you can use to analyze different performance aspects of the employee. A standardized criterion for each department increases the review’s accuracy.

    Tip: Tabulate the evaluation points for easier checking and data recording.

    Goals and planning section to remind employees of their objectives and future goals. The reviewer may provide concrete directives towards achieving the set goals.

    Comment section where the reviewer provides accurate performance feedback and suggests actionable strategies to improve inefficiencies. Some evaluation forms have an associate’s comment section where the reviewee can also delineate pertinent work issues.

    Dated signatures of the reviewer and the employee.

    Types of Performance Reviews

    The general types of performance reviews are:

    • Peer Reviews, as the name suggests, is a performance assessment conducted by colleagues of near similar ranking who have worked with the employee and comprehends their strengths, weaknesses, and skills in product development and service delivery.
    • Self Assessment Performance Reviews are employee-centered reviews that individual employees conduct on themselves. In a self-assessment, the employee references their track record with the company and uses analytical skills to gauge themselves accurately. However, the senior executive formulates the self-assessment tools.
    • Top-Down Evaluations entail an immediate supervisor or the HR department collecting data and grading employee performance. The senior executive develops the metrics and the grading system and conducts interviews and file reviews to get employee productivity reports.

    How to Create a Performance Review Form

    • Step 1: Gather employee data from the records department. After you have the employee’s file conduct a face-to-face interview to obtain more information on the employee’s performance, record both work and non-work-related aspects of the worker’s productivity.
    • Step 2: Develop assessment criteria in line with company objectives. The criteria should focus on specific areas rather than broad productivity. You can write different reviews instead of compressing information in one.
    • Step 3: Provide a detailed description of the evaluation grading system, goals, and job responsibilities.
    • Step 4: Rate the performance based on the rating scale.
    • Step 5: Provide constructive feedback with honest suggestions. Remain objective to the review and use clear terms to avoid ambiguity.
    • Step 6: Include the employee’s signature to prove authenticity. Save the form for reference.

    Warning: Do not use an evaluation form to solve performance inefficiencies. The essentiality of a performance review is to identify productivity. To ameliorate performance issues, use a Performance Improvement Plan (PIP).


    When to use an employee evaluation form?

    Use performance appraisals to rate employee performance and gauge your company’s success. Depending on your company policy, you can use employee evaluation forms annually or semi-annually.

    How to prepare an employee performance review?

    Prepare in advance before conducting the reviews. Develop a suitable method, whether peer to peer or general form review, then collaborate with HR and individual employees to rank the particular worker’s productivity. After ensuring all the information you’ve gathered is correct and up to date, create a report.

    Do small businesses need employee performance evaluation forms?

    Yes, small businesses need employee performance evaluation to congratulate employee successes, ameliorate inefficiencies, and track the business performance through workers’ input.

    What to write in an employee performance evaluation?

    Essentially, you should assess the employee’s competencies, work collaboration, and quality of work within tight deadlines. You can tailor your appraisal to include essential aspects of your organization.

    Final Thoughts

    Employee evaluations are not always a bad thing. If used correctly, this effective tool can concisely depict employee productivity and develop new objectives based on the review. Employee evaluation forms are a must-have for every organization. In the words of Peter Drucker, “If you can’t measure it, you can’t improve it.”