Employee Evaluation Checklist: How to Determine If Your Team is Thriving

November 16, 2020

Each year, it’s important for business owners or team managers to conduct employee evaluations not only to determine how the team is performing but to also learn how to help people grow within their role. Performance reviews should be tailored to your type of business and the nature of the employee’s job function.

The Evaluation Checklist below can help you create one of your own customized to the needs of your team.

Employee ______________________________________________
Department ____________________________________________
Date of Evaluation ______________________________________
Evaluation Conducted By ________________________________

Date of Last Evaluation __________________________________
List items identified in the last evaluation to be reviewed below:
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_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
 

Evaluation Checklist: Rate from 1 – 5 (5 Being The Best)

Attendance & Punctuality
  
1  2  3  4  5  (circle one)
   Comments:
 

Dependability
  
1  2  3  4  5  (circle one)
   Comments:
 

Productivity
  
1  2  3  4  5  (circle one)
   Comments:
 

Work Quality
  
1  2  3  4  5  (circle one)
   Comments:
 

Work Consistency
  
1  2  3  4  5  (circle one)
   Comments:
 

Knowledge of Job Function
  
1  2  3  4  5  (circle one)
   Comments:
 

Work Skills
  
1  2  3  4  5  (circle one)
   Comments:
 

Managerial Skills
  
1  2  3  4  5  (circle one)
   Comments:
 

General Attitude
  
1  2  3  4  5  (circle one)
   Comments:
 

Cooperation
  
1  2  3  4  5  (circle one)
   Comments:
 

Enthusiasm
  
1  2  3  4  5  (circle one)
   Comments:
 

Initiative
  
1  2  3  4  5  (circle one)
   Comments:
 

Judgement
  
1  2  3  4  5  (circle one)
   Comments:
 

Other Items for Consideration

Accomplishments This Year

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Strengths

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_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
 

Weaknesses

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
 

Problems to Address

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
 

Follow Up Actions

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
 

Other Issues Discussed During Performance Review
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_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
 

This Evaluation Accepted By:

Evaluator _________________________________________________

Employee _________________________________________________