Every business has its human resource department. HR is responsible for employee or staff performance management. Without HR, how else can a manager be sure that everything is going well at work? One of the notable tasks under HR is job evaluation. And it is expected for employees and the overall work to be evaluated quarterly, semi-annually, and annually. But, evaluations can be quite lengthy, time-consuming, or too technical. Thankfully, HR’s task for employee performance review gets simpler with sample HR evaluation forms.
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What Are HR Evaluation Forms?
The HR evaluation form is the human resource team’s formal document to assess and review every employee’s performance, including other factors to evaluate at the workplace. While managers can encourage self-evaluation for their employees, it is better to conduct actual evaluations to ensure that things are going well or not on the job. Besides criticizing various elements, the HR evaluation form aims to improve operations for better employee performance, experience, and working environment.
How to Make an HR Evaluation Form
The HR evaluation form is a basic performance review document. And we have sample templates for you to download to create one. You can customize your chosen template and make it an official document by replacing the logo with your business logo and inputting the appropriate details. Print the template and use the form to evaluate employees and job-related data. And for a detailed guide on how to create the form, follow these easy steps:
Step 1: Know Your Goal
It is easy to say that your goal is to evaluate. But evaluate what? That question should be what HR should focus on first. You may conduct assessments specifically for an employee’s communication skills, leadership, or productivity performance. Or perhaps, you evaluate your company’s office in terms of accessibility, safety, cleanliness, etc. Finalize the goal of the evaluation to know what to evaluate specifically.
Step 2: Set the Employee or the Reviewer Info
Using a template, set the format first by ensuring room to place the employee and the reviewer information. Thus, it will be easy to determine the employee’s name, department, ID number, job position, the reviewer’s name, and more. Since different reviewers may use evaluation forms for different employees, leave this section with blanks. You input the names of who to evaluate and other details to fill in the blanks.
Step 3: Prepare an Easy-to-Use Rating System
Evaluation forms are incomplete without rating systems. Be sure you make the criteria and metrics easy to understand. That means employees themselves should also understand their grades after being evaluated. You can prepare the assessment in a questionnaire form, personal interview, peer review, and other approaches. A widely used system is to have the one-to-ten rating scale where number one denotes to be very poor and ten marks excellent.
Step 4: Leave Space for Answers and Comments
Now leave space for where you can write the answers for each evaluation point. Aside from encircling, underlining, or boxing answers in an evaluation sheet, you can write full answers as well. Also, there should be blanks for additional comments. Such space is where you indicate your honest recommendations on how an employee could enhance one’s performance and other notes to specify.
FAQs
How often is an employee performance evaluation conducted?
Most companies do monthly or annual performance evaluations for employees. But it may depend on the organization regarding when is the appropriate time to do it. Generally, it can happen once or twice per year.
What is a performance appraisal form?
A performance appraisal form is a document often used to measure an employee’s performance at work. This document is a reliable tool used by HR if there is a need to train the employees more, change rules, and other decisions.
What are the key elements of a performance appraisal?
Generally, there are four major elements of a good performance appraisal. They consist of the purpose, outcome, accountability, and teamwork.
Compared to employee self-assessment, conducting job evaluations is no easy task. HR needs to carefully analyze without bias and rate who or what to review according to specific criteria. But with a sample HR evaluation form template in hand, rest assured, evaluations could not get any easier. Download now and begin recording the results for analysis and future improvements.
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