9+ Templates of Effective Employee Evaluation Sheets for Businesses

Through the following article, Viindoo will share with you the employee evaluation sheet for weekly, monthly, yearly, etc. assessment. Besides, the article also shares the common criteria that businesses should apply when evaluating employees. 

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Monthly employee evaluation sheet

Employee evaluation sheet is an effective tool mainly used to measure the competency framework and comment on the employee's working level in the company. When applying this assessment method, the manager's comments on the employee’s capacity, skills, achievements, etc. are noted in details on a monthly basis. 

Monthly employee evaluation form

Monthly employee evaluation form

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Quarterly employee performance evaluation sheet

Employee evaluation sheet will help managers track the performance of employees in the past 3 months. Quarterly employee performance evaluation also assist managers to have a better overview of employees' capabilities and performance. At the end of the year, managers will also rely on these quarterly evaluation sheets to complete the performance evaluation for each employee. 

Evaluating employee's capacity by quarter

Evaluating employee's capacity by quarter 

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Year-end employee evaluation sheet

Through the yearly evaluation, managers will comment on the work results that employees have achieved within a year. They will also rely on this assessment to decide how to reward excellent employees. In addition, in this year-end evaluation sheet, managers can also give suggestions and orientations to help employees develop more.

Year-end employee evaluation sheet

Year-end employee evaluation sheet

Form to evaluate and classify employees by their positions

Each job position will need separate skills and knowledge. Therefore, enterprises need to build employee evaluation sheet with appropriate criteria for each job position.

Evaluation for ranking accountants

Evaluation for ranking accountants

Evaluation sheet for sales staff

Evaluation sheet for sales staff

New employee evaluation form

Within 2-3 months of probationary period, the new employee will be evaluated by the manager to consider whether or not they should be retained to work. Probationary employee evaluation samples mainly show employee information, working attitude, development goals at work, etc. so that leaders can easily analyze and identify what kind of training is needed.

New employee evaluation file

New employee evaluation file 

Employee evaluation sheet by groups

When employees work in groups, managers must also evaluate and comment on each member in order to rank them according to their ability and expertise. Through this sheet, the advantages and disadvantages of each individual in the team will be clearly shown. 

Employee evaluation sheet by team

Employee evaluation sheet by team 

Self-assessment form for employees

The application of the self-assessment form not only helps employees see their ability, their achievements but also helps them see the things that need improving. Moreover, Through this evaluation form, employees will get an overview of work performance and suggest ways to enhance it.

Self-assessment for employees according to each level of scale

Self-assessment for employees according to each level of scale

Employee competence evaluation sheet

The information in this assessment sheet will include skills, goals, attitudes, knowledge as well as work results achieved by employees. Based on the results in the evaluation sheet, managers will have development orientations as well as appropriate training plans for each employee.

Performance-based employee evaluation

Performance-based employee evaluation

Criteria for employee evaluation

Working attitude

To get the most detailed information about an employee’s attitude, managers need to apply the following criteria in the evaluation sheet:

  • Carefulness every job
  • Punctuality and hard work
  • Will to learn
  • Respect for customers
  • Honesty

Competency level

A complete employee competence evaluation sheet should have the following performance criteria:

  • Administrative goals: This is the criterion for assessing the ability to successfully complete tasks. This is also the basis for managers to recommend rewarding or dismissing employees. 
  • Development goals: Based on KPIs and employee work goals, managers will analyze and propose support solutions.
  • Completion goals: Through each completed task, the managers will conduct an assessment of the employee's ability. Thereby, managers will make training plans suitable for each individual.

How to build employee evaluation sheet

Here are the how-to for businesses to build standardized employee evaluations and comments to get the most accurate results:

  • Collect feedback: Managers should collect feedback and comments from leaders, as well as employees and customers to have an overview.
  • Establish clear criteria: Each job position will need different evaluation criteria. Therefore, if the criteria are clear, the manager's assessment will be more accurate.
  • Avoid the "closest effect": Managers should have a comprehensive assessment of employees from what they have achieved in the past. In addition, managers should not pay too much attention to recent violations of personnel when evaluating.
  • Apply HRM software: Enterprises could apply software like Viindoo HRM to manage the work of their staff in the most comprehensive and effective way.
Some secrets to building an effective human resource assessment sheet

Some secrets to building an effective human resource assessment sheet

Viindoo has compiled the employee evaluation sheet. Hopefully, with the content that we have shared, managers can conduct the most effective personnel assessment.

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FAQs

Employers should conduct employee evaluations at least once a year, but more frequent evaluations may be necessary for new employees or those who are struggling to meet their objectives.

While employee evaluations can provide valuable insights into an employee's performance, they should not be the sole basis for termination. Employers should consider all relevant factors before making any employment decisions.

No, evaluations should focus on both an employee's strengths and areas for improvement. Recognizing an employee's strengths can help to motivate them and improve their overall job satisfaction.

If an employee disagrees with their evaluation, it is important to listen to their concerns and provide them with an opportunity to provide additional feedback. Managers should be open to discussing the evaluation and working with the employee to create a plan for improvement.

While laws regarding employee evaluations may vary by jurisdiction, employers must ensure that evaluations are conducted fairly and objectively. It is important to avoid discrimination based on protected characteristics such as race, gender, or age, and to maintain accurate records of all evaluations.

9+ Templates of Effective Employee Evaluation Sheets for Businesses
Viindoo Technology Joint Stock Company, Van Anh Nguyen December 9, 2022

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