Performance evaluation

Employee Information and Background

Employee name

Job title

Department

Date of hire

Previous evaluations (if applicable)

Any relevant information regarding the employee's background or experience

Performance Goals and Objectives

Review and assess the employee's goals and objectives set during the previous evaluation

Discuss the progress made towards achieving those goals

Identify any new goals or objectives for the upcoming evaluation period

Set specific and measurable targets for the employee's performance

Job Knowledge and Skills

Evaluate the employee's level of expertise and understanding of their job responsibilities

Assess the employee's proficiency in using necessary tools, software, or equipment

Review any training or development opportunities provided to the employee during the evaluation period

Identify areas where additional training or skill enhancement may be required

Quality of Work

Assess the accuracy and thoroughness of the employee's work

Evaluate the employee's ability to meet deadlines and handle workload effectively

Review any feedback received from clients, customers, or colleagues regarding the employee's work quality

Identify any areas for improvement or potential recognition for outstanding work

Communication and Collaboration

Evaluate the employee's ability to communicate effectively with colleagues, superiors, and clients/customers

Assess the employee's teamwork and collaboration skills

Review any instances of successful problem-solving or conflict resolution

Identify any areas where the employee may need to improve their communication or collaboration skills

Initiative and Innovation

Assess the employee's willingness to take initiative and go beyond their assigned tasks

Review any instances where the employee showed creativity or innovation in their work

Discuss any suggestions or ideas provided by the employee for process improvement or organizational growth

Identify any areas where the employee can further enhance their initiative or innovation abilities

Attendance and Punctuality

Review the employee's attendance record, including any instances of tardiness or absences

Assess the employee's adherence to the company's attendance policies

Discuss any mitigating circumstances that may have affected the employee's attendance or punctuality

Identify any areas for improvement or recognition regarding attendance and punctuality

Professionalism and Work Ethic

Evaluate the employee's professionalism and adherence to company policies and values

Assess the employee's ability to maintain a positive work ethic and attitude

Review any instances of exemplary behavior or professionalism demonstrated by the employee

Identify any areas where the employee may need to improve their professionalism or work ethic

Overall Performance Rating and Comments

Provide an overall performance rating based on the evaluation

Summarize the employee's strengths and areas for improvement

Offer constructive feedback and specific examples to support the evaluation

Discuss any opportunities for growth or development for the employee

Goals and Development Plan

Collaboratively set new goals and objectives for the next evaluation period

Discuss any training, mentoring, or development opportunities to support the employee's growth

Create an action plan with specific steps and timelines to help the employee achieve their goals

Determine follow-up dates for progress monitoring and future evaluations