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.
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.
Depending on your state or industry, you may also know an Employee Evaluation Form as an:
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.
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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.
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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.
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.
Most businesses conduct monthly, quarterly, and annual performance reviews. In rare cases, you could hold weekly performance reviews. However, the latter doesn’t provide enough data. You can also use this form for project-based performance appraisals depending on your business.
Anyone overseeing a particular employee can conduct a performance review. The direct manager, team leader, project leader, or a dedicated reviewer can take on this task. Some companies delegate this activity to their HR department, while others let team leaders and managers review employees working under them.
You can use it to analyze past performance to help improve future performance through feedback.
The most common practice is to use the SMART goals system. This means that you should focus on creating Specific, Measurable, Attainable, Relevant, and Time-based goals. It’s also a good idea to set goals collaboratively with the employee.
An Employee Evaluation Form analyzes specific metrics and uses a clearly-defined rating system to judge performance and deliver feedback. A 360-Degree Evaluation accounts for self-reviews and peer reviews and employer reviews to provide input on execution. These evaluations can be more biased.
Employee Evaluation Forms are perfectly legal and advised for maintaining good conduct and high productivity. However, the contents of these forms must abide by state and federal laws regarding an employee’s rights. Therefore, they can’t discriminate based on race, religion, nationality, and other factors when analyzing performance.
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