FREE 9+ Steps to Effective Employee Evaluations in PDF | MS Word

What is one good way of keeping a good relationship with your employee? You may not believe it but an effective employee evaluation does. Why do we say so? This is because employee evaluations serve as a good opportunity for you to talk with your employee on a more personal basis with regards to work. But how do we conduct an effective and efficient employee evaluation?

If you are a supervisor or manager looking for a few tips and trick on how to effectively conduct employee evaluations, then you have just landed on the right website! We have a guideline to help you out. However, not only do we have a guideline, we also have a few sample employee evaluation forms to download free of charge! So remember to just keep scrolling to find out what we need to tell you.

Employee Performance Evaluation Form

Employee Evaluation Form

Employee Self-Evaluation Form

Employee Performance Evaluation Template

Sample Employee Evaluation

What Is Employee Evaluation?

Employee evaluation is conducted in the workplace to assess the performance of an employee. Someone who is in a higher position is usually the one in charge of conducting the evaluation making use of tools such as employee evaluation forms to make the evaluation more organized. Through the evaluation forms, the supervisor/manager will be able to make accurate feedback regarding the employee’s performance and then follow it up with the appropriate coaching to help the employee come up with the appropriate strategies that will help him/her to improve.

What Is Self-Evaluation?

As its name suggests, a self-evaluation is making an objective assessment of your progress and performance at work. Through self-evaluation, an employee will be able to determine what he/she needs to focus on in order to increase productivity. Employee self-evaluation forms are used for these circumstances. Your employees might also be confused on what they should put in the form. It will be a good idea to give them a guide on how to fill out a self-evaluation form.

Steps to Make Employee Evaluation Effective

To get the most out of employee evaluation meetings, you need to be confident enough when it comes to asking the questions. This gives the impression that you are a person of authority and that you are taking the meeting seriously.

To help you become more confident about the meeting, you may follow the steps we have prepared for you.

Step #1: Prepare everything before the meeting.

Preparation is one of the key things that will help give you more confidence. Make sure you have all the necessary documentation about the employee on-hand and that you go through these documents. This will help you make a better analysis about the employee and be able to give the appropriate feedback regarding the performance.

Make sure that your evaluation forms also ask the right questions. You may refer to some of the sample employee evaluation forms in PDF we have in this article to help you come up with a good form to use for your employee evaluations.

Step #2: Set goals for your employees.

Based on your assessment of the employee’s performance, come up with the appropriate goals for your employee. You may also remind them what is expected of them. Write down these goals as a formal documentation of the appraisal and have the employee affix his/her signature on the document.

Step #3: Let the employee know about the metrics.

It is important that you let your employee know how their performance is being measured. Letting your employees know these beforehand about what the metrics are gives them a better understanding as to how you came up with your analysis.

Step #4: Provide them a copy of the initial report.

In preparing for the employee evaluation, you will be making an initial report of your findings of the employee’s performance. Present this informal assessment report that you have about the employee and present this to him/her prior to the evaluation proper. This gives the employee an overview about what will be discussed during the evaluation.

Step #5: Focus on the performance.

If you have issues with your employee that does not concern his/her performance in the workplace, you better not bring it up. Instead, you should focus on how he/she does his duties and responsibilities to the company instead. Commend the employee for his/her accomplishments and also mention the negative things that make a great impact on his/her overall performance. Put into mind that a performance review fueled with personal emotions will never be effective and will never be taken seriously.

Step #6: 360° feedback is just as important as your own evaluation.

What is a 360° feedback? This is an evaluation process wherein everyone in the organization evaluates everyone in the organization. This includes managers, subordinates, colleagues, and the employee himself. This provides a good preview of how the employee is doing from a variety of perspectives. A 360-degree feedback form may be used or you may also opt to have a discussion with everyone in the workplace if you prefer to not make use of forms.

Step #7: Help them overcome the negative feedback.

It is important to let your employees know what they might be doing wrong. After telling them the negative news, it is also important that you let them know what they can do to overcome this negative feedback and improve their performance.

Step #8: Ask questions that would encourage a conversation.

Ask carefully formulated questions that would encourage the employee to strive harder until the next assessment. Such questions would include items that would cover what the employee wants to achieve in the company, what can be done by the managers to make the work much easier, and what does the company need to focus on.

Step #9: Present yourself as someone they can trust and believe.

You have to ensure that your employee will trust you that you will be able to help them make all the necessary improvements to their performance. Make them feel like they are a valuable person. Let them know that you believe in them and give them the support they need in order for them to improve.

Step #10: Schedule a follow-up.

Schedule a meeting with each of your employees to see how they are doing. Let them know where they are currently. This will help to sustain the motivation they feel and build a stronger relationship with them.

Employee Evaluation Template

Employee Self-Evaluation Sample

Free Employee Evaluation Form

Employee Evaluation Form in PDF

What Are the Key Questions to Ask During an Employee Evaluation?

Coming up with the right questions to ask is the key to not wasting time and having an effective evaluation. It also helps to create a better evaluation experience not just for the employee but for you as well. Consider asking the following questions when conducting an employee evaluation.

• What achievement are you most proud of?
• How do you find your job?
  • What is going well?
  • What is not going well?
• Why is it/is not going well?
• What are specific changes that you/we could do to help improve areas that need more attention?
• How can I (manager, supervisor, or team leader) contribute to the success of the job?
• How would you rate your overall performance?

Final Thoughts about Employee Evaluation

• Keep in mind that every employee is responsible for their performance in the workplace.
• Give your employees a chance to do a self-assessment of how they see their overall performance. You can refer to some job self-assessment samples to use as a reference to make your own employee self-assessment form.
• As a supervisor, manager, or team leader, you are obliged to be objective about giving the evaluation about your employees.
• Think of all the areas about the job and the company that you need to cover in your evaluation form. This will help you gather the correct data that will help you come up with a good solution.
• Ask your employee to give his/her evaluation of his/her performance first.
• Make sure you fill out the forms properly with the appropriate data to make accurate assessments.

There is no perfect way of conducting a performance evaluation. We are just giving you a few suggestions that may be helpful in making your task a bit easier, more positive, rewarding, and most of all, more efficient. Employee evaluations are to be taken seriously in the workplace. It can also help establish a good relationship between you and your employee. Not only that, it also gives the employee the chance to make all of the necessary adjustments to correct work habits that may be seen as a factor to low productivity.

Remember that to be able to conduct an effective employee evaluation, preparation will be your best friend. If you are able to prepare all the necessary documents and forms, you will end up with a smooth-sailing evaluation process that will surely save the employee’s time and your time as well.

Now that you have a good idea about how to conduct employee evaluations in a professional and orderly manner, we hope you keep all of these things in mind. We wish you and your employee the best of luck in the workplace and we are hoping you will end up trusting each other more and more as the days pass.