Year End Performance Evaluation: Comprehensive Guide

Year end performance evaluation is an important activity in businesses and organizations, helping to evaluate the performance of employees. Together Viindoo finds out in detail about the criteria, forms and questions to use when evaluating employees at the end of the year!

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What is a Year End Performance Evaluation?

An employee performance review, alternatively referred to as a performance evaluation or performance appraisal, is a formal evaluation of an employee's job performance during a specific timeframe. Within this process, managers assess an employee's overall performance, recognize their areas of proficiency and areas for improvement, provide feedback, and assist in goal setting.

Purpose of year end performance evaluation

The performance of year-end human resource evaluation has many important purposes. Some of the main purposes include:

  • Evaluate employee performance in a year based on pre-established criteria
  • Building a fair basis and policy to award year-end bonuses to employees
  • Implement specific new projects in the next year
  • Develop new criteria and expectations for each specific employee
  • Determine development direction, promotion path for each employee
  • Create employee engagement with the business
  • Help employees define and understand their role in the company.
Year-end employee evaluationYear-end personnel evaluation to review the employee's work results

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What criteria are used to evaluate performance in year-end evaluations?

Employee performance appraisal is the process of recognizing an employee's ability and effectiveness at work. The criteria used to evaluate the performance of employees are as follows:

  • Goal Achievement: Assessing the extent to which employees met their performance objectives and achieved their targets throughout the year.
  • Job Knowledge and Skills: Evaluating employees' proficiency in job-specific knowledge, technical skills, and their ability to apply them effectively.
  • Quality of Work: Assessing the accuracy, thoroughness, and attention to detail demonstrated in employees' work output.
  • Communication and Collaboration: Evaluating employees' ability to communicate effectively, collaborate with team members, and contribute positively to the overall work environment.
Year-end employee evaluation
  • Problem-Solving and Decision-Making: Assessing employees' capability to identify and address challenges, make sound decisions, and find creative solutions.
  • Initiative and Innovation: Evaluating employees' proactiveness, willingness to take initiative, and their ability to introduce new ideas and approaches.
  • Adaptability and Flexibility: Assessing employees' capacity to adapt to changing circumstances, handle ambiguity, and adjust their work priorities accordingly.
  • Leadership and Supervisory Skills: Evaluating employees' ability to lead and supervise others effectively, provide guidance, and foster teamwork.
  • Time Management and Organization: Assessing employees' ability to manage their time efficiently, prioritize tasks, and meet deadlines.
  • Professionalism and Work Ethic: Evaluating employees' overall professionalism, reliability, ethics, and commitment to their work.

The evaluation competency framework Employee work is an ongoing process and needs to be done at intervals. In order to ensure the accuracy and efficiency in managing the evaluation criteria of human resources, businesses are now focusing on the application of HR evaluation software to digitalize the management process.

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Year-end employee evaluation templates

Template 1

year-end employee evaluation criteriaYear-end employee evaluation sheet

Template 2

ar-end employee evaluation sheet

Template 3

ar-end employee evaluation sheet


>>>> More Reference: 9+ models employee evaluation sheet Effective for business

How to evaluate year end performance evaluation

Employee self-assessment

Employee competency evaluation form, used to track and evaluate each specific employee in each department. This form helps to store information about the employee's working and development process. Using the capacity assessment form also helps managers get an overview and more accurate about the capacity of employees in the company.

Enterprises can optimize fairness and multi-dimensionality in year-end employee evaluation using assessment forms. This helps businesses not only rely on their subjective feelings and brief meetings, but also get evaluation opinions from many different perspectives such as colleagues, superiors and employees being evaluated.

Depending on the specific situation of the team and each career level, businesses can flexibly choose from many different types of evaluation forms, including: self-assessment, peer assessment, management evaluation. direct/middle manager, evaluate in groups and send feedback to upper management.

In general, there are two common forms of assessment, specifically:


Businesses can print out a large number of forms and distribute them to each employee in the business. The manager then sets a deadline for completion and takes hard copies of the forms. Each team or department needs a trusted person to collect and summarize the evaluation results. However, businesses should note that this method can lead to confusion in the process of information aggregation, so it should be applied to businesses with a staff size of less than 20 people.


For teams or departments with 20 or more members, businesses can use an online assessment form with similar content to the hardcopy form. This format not only saves time and printing costs, but also allows businesses to aggregate and store all results in one file for easy comparison and later use.

If desired, businesses can also convert form content into questions on Google Forms so that responses are automatically recorded on an Excel file (for example, the results of a marketing department self-assessment). Filtering and comparing has also become much easier thanks to this feature.

Year-end employee evaluationEmployees self-assess their work performance

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Summarizing results and managing audit preparation

Enterprises can self-aggregate employee evaluation results and cross-review results. Next, businesses and managers need to carefully review the evaluation sheet and list out the issues that need to be deepened in the 1-on-1 interview.

In addition, the manager also needs to prepare the content to be discussed during the evaluation. The preparation will make the assessment more effective and in-depth for both management and employees.

Year-end employee evaluationSummarize the results of the assessment

Meeting 1-1 face-to-face assessment

Businesses need to remember that the year-end performance review is a two-way conversation, not just a meeting for the manager to read a list of results and mistakes made by employees during the year. After you've finished putting together the evaluation form and prepared some communication scenarios, confidently start a one-on-one meeting now.

Some useful tips to make 1-on-1 meetings more effective:

  • Give positive and negative feedback: Many managers prefer the "sandwich feedback" method - putting a critique between two compliments to avoid upsetting employees. However, this method may not really work because it causes a lack of transparency and confusion. Instead, businesses need to clearly define when to give positive feedback and when to give constructive feedback. Businesses should start with a conversation showing the recognition and satisfaction of the business, then point out the points that need to be improved directly to be more effective.
  • Give specific examples from the past: When assessing his or her employees, managers should frequently refer back to past situations and numbers. These are clear evidence to explain the company's judgment, whether it is to praise, remind or direct employees to a new goal.
  • Use a small notebook: The notebook is a tool to record important information in the meeting. Although a phone, tablet or laptop is a much more convenient means of recording and storing information, they will not be as close as a small notebook. Ideally, the manager should focus on listening and jotting down important things in a small notebook, then take the time to edit it into a more complete online note after the meeting.
  • Maintain a calm, peaceful attitude: Stay calm and be more proactive during the evaluation. The manager should start with a smile and agree with the employee that both have the right to share and listen to each other without interrupting. Don't let the atmosphere become gloomy and heavy on the last day of the year, make sure the discussion goes as smoothly as possible.
Year-end employee evaluationOne-on-one meetings between managers and employees

Summarizing and publicizing the results

After the face-to-face meeting ends, the manager can make the year-end performance review results public to all employees. In this assessment, transparency should be at the forefront because they determine the Tet bonus and promotion opportunities for employees.

Most businesses use the rating system A+, A, A-, B+, B, B-, however, with specific positions and many reviewers, the coefficient is more flexible to A- -, B++,... Enterprises need to pay attention to apply the evaluation system suitable to their units.

Enterprises can also build one or more files summarizing assessment results for different departments for easy lookup. In addition, businesses should attach a note informing that any employee with questions about the evaluation results can respond to get it answered.

Year-end employee evaluationAnnouncement of the results of the evaluation

Effective year end performance evaluation questions

During the evaluation session, the manager can ask questions to make the meeting run more effectively and have the most objective view. Some questions that managers can refer to are:

  • What are the results of the implementation of the goals and the work?
  • How do you measure the performance and results of completing the goals against the initial criteria set for the job?
  • Are there any challenges or issues affecting performance and ability to accomplish goals?
  • What goals and projects are waiting to be worked on?
  • Which goals have become irrelevant or are no longer a priority? Do adjustments need to be made or removed from the to-do list?
  • Have you received any new tasks or projects that require prioritization and need to be added to your goal list?
  • What resources and support do you need to be most effective in completing the remaining goals for the year?
  • What barriers or challenges are there that could affect performance enhancement?
  • What knowledge, skills and abilities are required for your job?
  • How can I help you get the job done?
Year-end employee evaluationAsk questions to evaluate employees at the end of the year


Year-end performance evaluations usually involve a combination of self-assessments, supervisor evaluations, feedback discussions, and goal-setting for the following year.

During the evaluation meeting, the supervisor discusses the employee's performance, provides feedback on strengths and areas for improvement, and collaboratively sets goals for the upcoming year.

Employees should reflect on their accomplishments, gather evidence of their achievements, review their performance goals, and consider areas where they can improve before the evaluation meeting.

Year-end performance evaluations provide employees with feedback on their performance, help identify areas for growth and development, and support their career progression within the organization.

Job year end performance evaluation is an opportunity for enterprises to evaluate and develop orientations for employees in the future. Hope that sharing Viindoo in the above article will help businesses gain more experience in evaluating their employees.

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Jun Nguyen April 21, 2023