Employee Performance Evaluation Checklist Template

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This Downloadable Template Is Part Of Our Free HR Tool Kit Collection

Employee performance evaluations are an essential task for businesses of all sizes. Think of evaluations as a tool to help you to check in with your employees. They can help you identify problems that you may not otherwise notice.

Whether somebody is slacking off or should be considered for a promotion, an employee performance evaluation is going to help you figure it out.

The fillable PDF template can be downloaded for free below. We hope this makes managing your small business HR needs a little easier!

The Team At SINC

How to Best Evaluate Employee Performance:

• Schedule Regular Reviews It is essential that an employee knows how well they are doing in their job and what exactly is expected from their performance. Scheduling reviews helps keep the line of communication open between you and your employees. And that feedback can help you find out what areas need improvement. You can schedule reviews monthly, quarterly, biannually, or annually.

• Keep Things Well Documented For your performance reviews to be effective, you are going to want to take good notes. Keep files on your individual employees. Be sure to document any accomplishments, trainings, investigations, etc.

• Do Face-To-Face Evaluations From Time To Time They may not be the most popular, but they are effective. Facilitating quick 15-minute evaluations with your employees can be really productive. Sitting down to talk eliminates the possibility for distractions. It creates a space to focus specifically on positive change and development.

• Give Actionable And Constructive Feedback It can be a little awkward to share negative feedback, but it really will help. Try to be as constructive as you can. Be clear and concise. Hone in on specific issues or things you’ve observed that have actionable suggestions for improvement. Be sure to recognize their positive contributions and achievements as well, and once again, be specific. Employees like to know that you take notice of the things they’re doing well.

• Consider Sending Out Employee Surveys This will help you to get some internal feedback and keep open the communication pathways between you and your employees.

• Standadize Your Evaluations This helps to keep things consistent across the board for all your employees. An easy way to standardize your evaluations is to use a template and we’ve got one for you.

Employee Performance Evaluation Checklist Template:

    Suggestions ‐ How well does the employee provide suggestions as to how they can be more efficient in their job?check mark
    Problem Solving ‐ How well does the employee solve complex problems?check mark
    How well does the employee understand the requirements of their job?check mark
    Follows Health and Safety Protocols ‐ How well does the employee follow company health and safety rules?check mark
    Utilization of Tools ‐ How well does the employee make use of the tools they are provided to do their job?check mark
    Attention to Detail ‐ The extent to which the employee's work is free from human error.check mark
    Decision Making ‐ How well does the employee make critical decisions on their own?check mark
    Reliability for Work ‐ How well can you rely on the employee to come to work and be on time?check mark
    Taking Criticism ‐ How good is this employee's ability to receive open feedback from subordinates?check mark
    Financial Responsibility ‐ Extent to which this employee makes sound, budget decisionscheck mark
    Written Communication ‐ How well does this employee communicate in writing?check mark
    Work Output ‐ What is the output level of this employee?check mark
    Team Player ‐ Is this employee a team player? How well do they work towards a common goal?check mark
    Client Communication ‐ How well does this employee communicate with company clients?check mark
    Co‐worker Communication ‐ How well does this employee communicate within their team and co‐workers?check mark

This sample resource is provided to you free by SINC BUSINESS CORPORATION to help with your compliance efforts and includes no warranty as to its suitability for any particular task. It is only our opinion based on our experience and should not be considered legal advice.

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