Employee Evaluation Template

An employee evaluation template is a structured tool for assessing and documenting an employee’s performance over a set period. It provides a consistent way to review strengths, identify areas for improvement, and set future goals.

A standardized evaluation process ensures fairness and transparency.

It creates a clear record of feedback, which can be referenced for promotions, training plans, or bonus eligibility. It also encourages open dialogue between managers and employees.

A complete template usually includes:

• Employee details (name, job title, department, review date)

• Rating scale for performance scoring

• Categories such as communication, teamwork, continuous improvement, time management, and strategic thinking

• Specific criteria under each category with space for ratings and comments

• Final grade and bonus eligibility (if applicable)

• Reviewer and employee signatures

This template also includes a second tab for the employee to complete, designed as a Wellbeing and Self-Reflection Chart.

This section allows employees to:

• Reflect on their mood, energy, and motivation levels

• Identify habits they focused on during the review period

• Note common disruptions or challenges

• Highlight personal and productivity wins

• Set intentions for improvement in the upcoming period

By combining manager feedback with the employee’s own insights, the review process becomes more balanced, collaborative, and actionable.