Employee Evaluation Form

Employees need to deliver what’s expected of them for a company to thrive. But business operations aren’t always easy to manage, especially without proper systems and processes in place.

One of the reasons employees may drag the business down is a lack of understanding regarding their job roles. Another significant issue is the lack of communication between leaders, employers, performance reviewers, and employees.

Therefore, constantly monitoring and reviewing an employee’s performance will help decision-makers hire, fire, adjust teams, set new goals, and make other important business decisions.

Ensuring a proper review system can’t be done without good guidelines and every involved party acknowledging said guidelines. This is where the Employee Evaluation Form comes in to streamline the process.

What Is an Employee Evaluation Form?

An Employee Evaluation Form is a document used during performance reviews by employers. Its scope is to judge employees based on specific criteria to ensure consistency in the workplace.

This form can contain a wide range of talking points such as goals, objectives, and even particular behaviors expected of an employee. Furthermore, you can customize it for different departments or job descriptions.

Employers and team leaders can use the Employee Evaluation Form to engage with employees and assess their performance using a set scoring system for expectations and deliverables.

Other Names for Employee Evaluation Form

Depending on your state or industry, you may also know an Employee Evaluation Form as an:

• Employee Performance Evaluation
• Employee Performance Form

Who Needs an Employee Evaluation Form?

The Employee Evaluation Form is one of many essential non-legally binding documents you may have to draft for your company. It’s necessary to help determine if your employees are aligning with the business’s interests.

You may also want to draft this form to clarify various employees’ job roles and expectations. Using metrics and describing critical functions may help employees perform better.

Another reason to create this document is to ensure a consistent performance feedback process. This helps employers stay apprised about the strengths and weaknesses of each employee.

The Employee Evaluation Form may also be necessary before discussing rewards and salary raises for certain employees.

Why Use Swyft Forms for Your Employee Evaluation Form

Customized for you, by you

Create your own documents by answering our easy-to-understand questionnaires to get exactly what you need out of your Employee Evaluation Form.

Specific to Your Jurisdiction

Laws vary by location. Each document on Swyft Forms is customized for your state.

How to Create an Employee Evaluation Form With Swyft Forms

While you don’t need legal advice to draft an Employee Evaluation Form, it’s best to use a detailed template to prevent lackluster reviews. The document should be comprehensive and contain essential talking points and metrics regarding a specific job role.

Let Swyft Forms help with our extensive library of attorney-vetted legal forms. The process is fast and easy. All you have to do is fill out our easy-to-understand questionnaire. Once completed, simply download your form as a PDF or Word document from your secure online account.

What Information Will I Need to Create My Employee Evaluation Form?

To create your document, please provide:

• Company Information: Include the company’s name and contact information.
• Reviewer Information: List reviewers such as the employer or team leader and include their names and job titles.
• Employee Information: Since each form is personalized, indicate which employee is up for review using their name, contact information, and job title.
• Review Period: Set the period for the employee’s evaluation.
• Goals and Expectations: Detail goals the employee must hit using clear metrics.
• Rating System: Include your preferred rating system based on your goals to review and rate the employee.
• Optional Comments Section: Write additional comments that further clarify the form or empower the employee.
• Feedback: You can provide feedback regarding the performance after reviewing the employee.
• Signature: Sign the document to ensure that both parties acknowledge its contents.

Additional information could be required when customizing this form.

Employee Evaluation Form Terms

• Employer: The company that hires the employee
• Team Leader: A person in charge of business operations and employee conduct in a specific team or department
• Deliverables: A set of particular attributes or functions that the employee must perform to reach objectives
• SMART: A goal-setting system that refers to creating Specific, Measurable, Attainable, Relevant, and Time-based goals, used for easier tracking and reviews

Employee Evaluation Form Signing Requirements

It’s good practice to have the employer, reviewer, and employee sign the document to make the most out of it. There’s no need to have these documents witnessed and notarized in most cases. 

What to Do With Your Employee Evaluation Form

You can create copies of the signed original and share them with the employee. This will give the employee a clear set of guidelines and objectives that they can revisit to ensure they’re performing as expected. 

In addition, the feedback section of the form can help them improve their performance moving forward. You may also file it with your HR department for recordkeeping purposes.