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What to Include in Your Employee Evaluation Form [+ Templates]

Raja Antony
Written by Raja Antony
Published at Jul 07, 2023
What to Include in Your Employee Evaluation Form [+ Templates]

Employee evaluation and feedback forms are indispensable assessment tools for HR teams.

Not only are they proven to fuel employee productivity, but they also help increase employee engagement and retention.

According to a study by Gallup, regular feedback increases employee engagement by four times. Another study shows that highly engaged employees are 87% less likely to abandon their roles.

Standardized employee evaluation forms make the feedback process a breeze. That’s because they provide a consistent approach to assessing employees, making the process more efficient and less overwhelming.

If you're new to this process, it can be challenging to determine what to include in an employee evaluation form. To assist you, we have compiled a list of the most crucial items to include and some templates to get you started.

Let's get to it.

 

Table of Contents

Quick Read

  • An employee evaluation form is a tool managers and supervisors use to document an employee's performance.
  • A performance review and an employee evaluation are separate terms often used interchangeably.
  • The employee evaluation form should include all the critical elements, including the employee's personal information, productivity, quality of work, teamwork and collaboration and others.
  • Visme's user-friendly tools and employee evaluation form templates are the best way to create and manage the form.
  • Signup for a Visme account dedicated to HR professionals and streamline your employee evaluations and other HR processes.

 

What Is an Employee Evaluation Form?

An employee evaluation form is a document that helps managers and employees review the performance of their respective roles during a specific time frame. This can be done on a yearly basis or even more frequently, depending on the company’s policies.

This document is usually used to evaluate the employee’s performance in various categories, such as communication skills, productivity levels and attitude. It can also be used to assess job-specific tasks and goals set for the employee during a specific time frame.

 

Employee Evaluations vs. Performance Review

You may have heard the terms "employee evaluations" and "performance reviews" used interchangeably when assessing employee performance. However, some key distinctions between the two are essential to understand.

An employee evaluation is a broader term encompassing the overall assessment of an employee's work performance. It typically involves evaluating various aspects such as job knowledge, skills, productivity, teamwork, and adherence to company policies.

Employee evaluations are often conducted periodically, such as annually or biannually, providing a comprehensive overview of an employee's strengths, weaknesses and areas for improvement.

On the other hand, a performance review is a more focused and specific discussion about an employee's performance during a particular period, such as a project or a quarter.

Performance reviews usually occur more frequently, such as monthly or quarterly, and aim to provide feedback on recent accomplishments, goal progress, and any adjustments or improvements needed for ongoing projects. Both either can be used for promotion or termination of contract.

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What to Include in Your Employee Evaluation Form

An employee evaluation form includes different elements based on factors like the document's purpose, company policies, and the employee's position. However, to ensure a seamless evaluation, consider including these critical components:

Personal and Contact Information of the Employee

At the beginning of the form, include a section for the employee's personal information, such as their full name, job title, department and contact details. This ensures accurate identification and provides a quick reference when reviewing the evaluation later.

Look at the personal information section of this employee evaluation form.

Performance Evaluation Form
Customize this template and make it your own! Edit and Download

Instructions for the Evaluation

Clearly communicate how the evaluation is being conducted. Provide detailed instructions on the purpose of the assessment, the criteria to be assessed and any rating scales or formats to be used.

Use simple language and step-by-step guidance to ensure evaluators understand the process.

Performance Evaluation Form
Customize this template and make it your own! Edit and Download

Job Knowledge and Skills

Devote a section to evaluate the employee's job knowledge and skills relevant to their role. Define specific criteria or competencies expected in their position. Leave ample space to provide examples or comments regarding the employee's proficiency in these areas.

Performance Evaluation Form
Customize this template and make it your own! Edit and Download

Quality of Work

Dedicate a section to evaluate the employee's ability to produce high-quality work consistently. Define criteria related to attention to detail, accuracy, adherence to standards or any other relevant factors.

Performance Evaluation Form
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Productivity

Assess the employee's productivity by including measurable goals, targets or performance metrics. Evaluate their ability to meet deadlines, manage workload effectively and achieve desired outcomes.

Provide a designated section for supervisors to add comments or suggestions to improve productivity.

Performance Evaluation Form
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Help your team boost productivity with this colorful mind map template. Customize it using Visme’s mind map maker according to your projects, business requirements and other productivity goals.

Productivity Mind Map
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Communication Skills

Evaluate the employee's communication skills, both written and verbal. Assess their ability to actively listen, convey ideas clearly, and respond effectively to others.

Provide a dedicated section for evaluators to offer feedback on the employee's communication strengths and areas for improvement, providing concrete examples where applicable.

Performance Evaluation Form
Customize this template and make it your own! Edit and Download

A recent study revealed that a significant 86% of employees attribute poor communication as the primary cause of workplace failures. This means it's highly likely to have a similar effect on your team.

Improve communication among your team members to avoid confusion, manage expectations and improve overall performance.

You can use this keynote presentation template from Visme to educate your team on workplace communication. Explain company goals, challenges, communication modes, and other topics contributing to your workplace communication.

Teamwork and Collaboration

Allocate a section to assess how well the employee works within a team and contributes to collective goals. Evaluate their ability to collaborate, resolve conflicts constructively, and support colleagues.

Encourage evaluators to provide feedback on the employee's teamwork skills and suggest areas for growth or improvement.

Performance Evaluation Form
Customize this template and make it your own! Edit and Download

Lack of tools and resources can sometimes lead to poor collaboration between team members. Visme can help you solve this issue by giving your team the collaborative design features they need.

Visme's collaboration features enable effective teamwork through real-time editing, comments and version history. This ensures teams can collaborate seamlessly, share feedback and ensure alignment, enhancing productivity and quality outcomes.

a GIF showing how Visme collaboration features work

Initiative and Problem-Solving

Evaluate the employee's willingness to take the initiative and their problem-solving skills. Assess their ability to think creatively, proactively address challenges, and adapt to new situations.

Create a section where evaluators can recognize instances where the employee demonstrated initiative or suggest areas for improvement, providing specific examples where possible.

Performance Evaluation Form
Customize this template and make it your own! Edit and Download

Attendance and Punctuality

Assess the employee's attendance record and punctuality. Define criteria such as overall attendance percentage, instances of delay or any other relevant factors specific to your organization.

Offer evaluators a space to comment on attendance-related issues or acknowledge attendance records, reinforcing the importance of punctuality and regular attendance.

Performance Evaluation Form
Customize this template and make it your own! Edit and Download

Signature and Dates

Ensure the employee evaluation form includes a section for signatures from both the employee and the evaluator. This signifies mutual acknowledgment and agreement on the evaluation. Additionally, including the evaluation dates provides a clear record of when the assessment took place, helping with documentation and tracking progress over time.

 

6 Employee Evaluation Form Templates

Now, to equip you with some tools to help you evaluate your employees, here is a list of the best employee evaluation forms that you can download and customize according to your needs.

1. Employee Self-Evaluation Form

Customize this template and make it your own! Edit and Download

Discover valuable insights into your employees' self-perception and performance with our employee self-evaluation form. This thoughtfully designed template lets you gather feedback on crucial aspects such as work ethics, attitude and professional development.

By utilizing statements like "I believe that I'm giving my best for this job" and employing a rating scale from "don't agree" to "strongly agree," you gain a deeper understanding of your employees' perspectives and their contributions within the organization.

Empowering employees to participate in their evaluation process actively fosters engagement and facilitates continuous improvement throughout the organization.

Additionally, the template offers an innovative feature called the "Flipbook Effect." It allows you to create an interactive experience by allowing users to flip through the pages with a simple click.

2. Probationary Employee Evaluation Form

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Use this comprehensive template to evaluate probationary employees effectively and make informed decisions regarding employee retention. It encompasses a wide range of thought-provoking questions carefully designed to assess performance and determine the best course of action for each employee.

With its user-friendly format, the template offers a collection of pre-existing statements and checkboxes. You can easily mark or strike through these boxes to complete the evaluation process and provide valuable feedback swiftly.

Furthermore, the template covers five critical areas of evaluation, including job knowledge and skills, customer relationships, sales, communication, and negotiation. These key aspects provide a holistic employee performance perspective, ensuring a comprehensive assessment.

Use Visme's extensive library of shapes, illustrations, 3D graphics, and icons to enhance your evaluations with visually engaging elements. Easily depict performance ratings, skills and goals to create compelling visuals that enrich the evaluation process.

A GIF of adding 3D icons and animated graphics to the template

Furthermore, if you have a unique graphic in mind that you can't find elsewhere, Visme's AI image generator can help you. All you need to do is type what you are looking for and select the graphic type, and the AI tool will generate it for you in seconds.

3. Competency-Based Employee Evaluation Form

Customize this template and make it your own! Edit and Download

Competency-based evaluations are essential for aligning employee skills and performance with organizational goals. It helps ensure job success and promotes continuous improvement within your team.

With this template, you can assess your employees' creativity, design skills, technical proficiency, collaboration, attention to detail, and more. It provides a comprehensive way to evaluate their work and abilities.

Visme offers a variety of data visualization tools, such as charts, graphs and tables, that can help you present the evaluation data in a clear and visually appealing way.

Choose from 30+ data widgets or 20+ types of charts and graphs to present your data in an easily understandable manner.

4. Performance-Based Employee Evaluation Form

Customize this template and make it your own! Edit and Download

Are you curious about how effectively your employees are meeting your company objectives? If so, a performance-based employee evaluation is the ideal solution.

This template allows you to assess your employees across various aspects, such as meeting deadlines, effective communication, taking initiative and more. With seven different performance indicators, you can gain a comprehensive understanding of your employees' overall performance.

Conducting employee evaluations regularly is a crucial yet time-consuming task, especially when manually filling out the basic information repeatedly.

To save you valuable time and effort, Visme comes with an innovative Dynamic Fields feature. Just save your information once, and the Dynamic Fields will automatically populate the basic details in your forms for future use.

All you need to do is save your information in your profile and insert the fields wherever you want, and Visme will automatically pull relevant data from your previous entries.

Watch the video below to learn more about this amazing feature.

Visme offers a wide range of features that significantly save our users' time during their design process and other tasks.

Let's hear from one of our satisfied users how Visme's time-saving capabilities have benefited them.

“The hours saved each month from meeting time, working back and forth between the two groups is an irreplaceable wow factor for my team.”

“You can do everything within Visme, you don’t have to use multiple tools to get something completed and delivered. Everything is just in one place, and it’s all-encompassing.”

- Kimberly Barrett, Wellbeing Consultant at Ameritas

5. Leadership Employee Evaluation Form

Customize this template and make it your own! Edit and Download

Are you looking to evaluate and enhance the skills and effectiveness of leaders in your organization? Then this template is just for you! It provides a thorough list of criteria to measure leadership abilities, such as integrity, communication skills, problem-solving and other important qualities.

Use this versatile template for conducting a 360-degree review of your leaders, gathering feedback from multiple perspectives. Alternatively, you can utilize it as an individual assessment tool to identify and develop their strengths and weaknesses. This template gives you the perfect resource to drive your overall organizational success.

With Visme, you can link tables, charts, and graphs in your employee evaluation form to real-time data. This feature lets you track your employees' progress as they strive to achieve their goals.

Visme seamlessly integrates with popular platforms like Google Sheets, Microsoft Excel, and Airtable. This integration makes it effortless to transform your employee evaluation form into a dynamic document that always stays up-to-date.

6. Succession Planning Employee Evaluation Form

Customize this template and make it your own! Edit and Download

Assess the potential of your current employees for future leadership roles within your organization using this succession planning employee evaluation form.

The template includes sections to evaluate employees based on their adaptability, strategic vision, problem-solving abilities and capacity to develop and mentor others.

A high-level evaluation process like succession planning requires a transparent and systematic approach, and Visme's online whiteboard tool can significantly assist you in achieving this goal.

Facilitate seamless collaboration among your teams, regardless of physical locations, by enabling real-time communication. Say goodbye to time-consuming meetings and embrace a more efficient and inclusive evaluation process.

With Visme's versatile features, including customizable diagrams, organizational charts and many others, you have all the tools you need- all on one platform.

In addition to enhancing employee performance with employee evaluation forms, Visme also helps you maximize your lead-generation efforts.

With Visme, you can effortlessly create captivating web forms without any coding knowledge. These forms are designed to be visually stunning and highly interactive, captivating your visitors and encouraging them to take action.

Best of all, businesses using Visme forms have experienced an astounding 207% increase in conversion rates, proving its effectiveness in turning leads into loyal customers.

So, say goodbye to dull forms and embrace the power of Visme to create engaging and high-converting forms.

 

Employee Evaluation FAQs

To streamline your employee evaluation process, here are some additional answers to the most frequently asked questions about employee evaluations.

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Easily Create Evaluation Forms & Reports with Visme

We have covered the essential aspects of an employee evaluation form, including its definition, key components, and practical templates to support your evaluation process.

Effective employee evaluation is a crucial component of a thriving organization. It enables individuals to reflect on their performance, identify areas for improvement and contribute to their professional development.

With Visme's user-friendly platform, you can design visually appealing and customizable evaluation forms that meet your organization's unique needs.

Enhance the efficiency and effectiveness of your evaluation process by utilizing Visme's powerful features, such as customizable templates, data visualization tools and collaborative capabilities.

Sign up for a Visme account and take the first step towards streamlining your HR processes and unlocking the full potential of your team.

Raja Antony
Written by Raja Antony

Raja Antony Mandal is a content writer at Visme with 5+ years of experience in the B2B SaaS space. With a background in English Literature, he is passionate about using storytelling techniques to inform and engage readers. Raja writes about visual content creation, design tips and marketing strategies, and his specialty is making complex topics easy to understand.

He also knows the fundamentals of on-page and off-page SEO, which helps him rank his articles high in search engine results. In his free time, he enjoys playing guitar and tabla. You can connect with Raja on LinkedIn.

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