Sprint resource capacity planning sheet
February 28, 2023
Employee performance evaluation tracking template is a ready-to-use template in google sheet, Excel, Apple Numbers, and OpenOffice Calc to evaluate office employees. It also helps to record their evaluation and track that record later.
Furthermore, the evaluation template contains a scoring system to evaluate interpersonal, functional, and leadership skills. Therefore, you only have to download the format you want to keep an employee evaluation record. Then, add the scores in the template based on employee productivity.
It is a key process that helps ensure that your employees are performing right. In addition, it helps you identify where they can do better. If you are an HR professional, you need to evaluate your employees quarterly, half-yearly, and yearly. So, these templates can help you in evaluation.
Moreover, employee performance evaluation provides ethical, legal, and visible evidence about the performance of any employee. Also, it helps identify how actively a worker is working and how much they understand the working requirements.
So, the main goal behind evaluating employees and maintaining a tracking template is to ensure the employee’s improvement and development.
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Evaluation of employees’ performance serves various purposes. The main purpose of tracking performance is to ensure that the workers are working according to the organization’s norms.
In addition, it also helps to increase the overall productivity of the organization. Due to these evaluations, the employer can look and work on the employee weaknesses and improve them in several ways.
Furthermore, these evaluations insert pressure on the workers to maintain a high level of perfection. Thus, both the employer and employee get benefits from the evaluations.
To improve communication and build teams, employee performance evaluation helps a lot. In addition. it leads to better performance results. Also, the main goal of these evaluation reviews is to change how an organization works.
So, it helps to achieve and maintain a higher satisfaction level of customers. Furthermore, an employer can judge the strengths and weaknesses of his team by these evaluation reviews.
With this information, the employee can shuffle the staff and scale up a business. Also, it helps an industry to conduct employee skills development and training sessions.
Do you want to know how to evaluate employee performance? If yes, you need to know three skills areas of an employee that need evaluation. These skill areas are:
If you want to evaluate the functional skills of an employee, you need to evaluate the work habits, quality of work, and knowledge of the employee about the job.
Hence, in Work Habits, you can evaluate the following:
In Quality of Work, you can evaluate the following:
Moreover, in the Job Knowledge area, you can evaluate the following:
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Evaluation of the Interpersonal skills consists of the following:
Evaluation of the Leadership skills consists of the following:
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Performance evaluation is also known as a performance review. It helps the Human Resource departments to easily follow the evaluation of all employees in an organization.
In addition, most employee performance review templates are ready to use with predefined functions and formulas. So, this template helps to manage the evaluation process easily and effectively. Thus, a defined score system in the template helps perform the review task easily.
There are 8 sections in an employee performance review template. These sections are:
In the header section of the review template, you can find the company logo, company name, and the heading of the sheet “employee review template.”
This section of the evaluation template covers the employee details, including:
In the evaluation section, you need to evaluate the employee on all three skills mentioned above. In addition, the process of evaluation differs from company to company. So, it can be drafted according to its needs and management.
You have to input each skill’s heading and add questions relevant to it below each skill heading. Also, the questions are according to the evaluation process and after the review input scores in the column in front of the heading of each skill.
In addition, the template automatically calculates the score and adds it to the total score value. Thus, you can find the feature of the total score in the employee detail section.
In the core system section, there are numbers from 1 to 5 for scoring based on performance. For example, 1 shows unsatisfactory performance, and 5 shows outstanding performance.
This section evaluates the overall performance of a worker in the organization. The total score of the evaluation determines the overall performance, according to which the management selects the Yes or No according to the questions. The yes or no features are available against the questions in the drop-down list.
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In this section, the assessor can put any comments and recommendations for the worker.
This section can input your final reviews and comments relevant to the evaluation.
This section contains the signatures of the department heads and the evaluator.
The purpose of the evaluation is the same in all companies; however, the procedure can vary from company to company.
Thus, the management can make important decisions like appraisal, training, promotion, termination, and demotion based on regular inspection reports.
Almost all the performance evaluation templates have the same features, and almost all are easy to use by knowing some essential steps. These general steps are:
When you start work on any template for evaluating an employee’s performance, you must enable the macros. You need to enable them right after opening the template.
The enable macros feature will automatically pop up after opening the template. Thus, now simply read the important instructions that appear after opening the first tab.
It is easy to customize your employee performance evaluation template. You only need to click on the initialize button and begin inputting the information into the template.
Write categories you want to evaluate on one side of the template, such as communication skills, productivity, and efficiency. Moreover, write the questions that you want to ask about the employees. And in the last, make a list of all the divisions and departments that your company has.
You need to spend as much time on this step to ensure that you have covered all the aspects that need to be measured. In addition, these aspects will be valid over time. In this way, you will get objective and useful reviews.
After inputting the data, go to the tab of “employees” and enter the information of each employee. For example, enter the employee’s full name, job position or role, department, manager, start date, etc.
In the same tab of the “employee,” there is a button named “Add a review” on the top right side of the template. Again, you have to click on the button to start evaluating your employee performance in your company.
After clicking on the button, a new tab will be open automatically. Here, you can fill in data about the employee you want to evaluate in this tab.
You can start by selecting the employee’s name from the drop-down section and continue towards the questions part. Then, finally, click the score you want to give to the employee you review.
On the right-hand side of the template, you will find a result summary. This summary shows the employee’s performance and score. In addition, if you want to finish the review, you have to click on the “save” button on the top right side of the screen.
You can also check if your employees develop over time by checking their profiles. You can find the “employee profile” section within the tab of “employees.” Thus, after clicking on the button, the record of each employee will open, and you can access information of each employee if you want.
In the “reports” tab, there is a general dashboard. Here, you can choose the year you want to review and then compare the results between the employees or departments.
In addition, you can use various functions to select from various options and extract key findings and essential information for your company.
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• Communication
• Teamwork and Collaboration
• Problem-solving
• Punctuality, Attendance, and reliability
• Accuracy of work and Quality
• The ability to meet deadlines and accomplish goals
Generally, it depends on the company and organization. The ideal practice is to conduct employee performance evaluations once a year. However, some companies o it quarterly or biannually.
You need to do these acts in a performance evaluation;
• Keep calm
• Own up to mistakes
• Listen and reflect
• Focus on the future
• Ask clarifying questions
• Ask if you want to discuss a point further
• Reference previous feedback
• Back up your defense with evidence
For a better performance evaluation, an employee needs to keep notes of his training, accomplishments, and other problems that occur throughout the year. In addition, an employee needs to do self-evaluation by comparing with the past evaluations. Thus, discuss weak points and get suggestions from the professionals for better performance.
Effective performance management systems typically include three broad elements: goal setting, performance review, and a performance improvement process.
