Evaluate Employee Performance with Free Excel Templates

Haleema Qayyum


Haleema Qayyum

Evaluate Employee Performance with Free Excel Templates

Table of Contents

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.

Employee Performance Evaluation

What is Employee Performance Evaluation?

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.

Related Article: Free Performance Improvement Plan Template

Purpose of Evaluating Employee Performance

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.

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How to Evaluate Employee Performance?

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:

Functional Skills

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:

  • Attendance
  • Punctuality to workplace
  • Meets deadlines and submits reports on time
  • Taking initiatives at the office

In Quality of Work, you can evaluate the following:

  • Adherence to procedures and duties in Work Instructions and Job Description
  • Neatness, accuracy,  and timeliness of work
  • Synchronization with functional goals of the organization

Moreover, in the Job Knowledge area, you can evaluate the following:

  • Shown concern in learning and refining
  • Skill and ability to do the job adequately
  • Problem-solving ability

Related Article: Functional Specification Templates | A Complete Guide

Interpersonal Skills

Evaluation of the Interpersonal skills consists of the following:

  • Positive response to instructions, suggestions, and criticism.
  • Contribution and response to team efforts.
  • Coordination with supervisors.
  • Looking for feedback for development.
  • Adjustment to changing circumstances.
Leadership Skills

Evaluation of the Leadership skills consists of the following:

  • Accepting challenges.
  • An ambition to grow.
  • Stick to new roles and responsibilities.
  • Work motivation.
  • Innovative thinking.

Advantages of Evaluation

  • Regular, unbiased, and timely evaluations help businesses to match worker qualifications to job projects.
  • In addition, it provides the management a chance to recognize workers’ dedication, hard work, and commitment.
  • It provides a brief awareness about the collective talents by team or department.
  • In many companies, promotion or wage/salary increment depends on the employee’s performance. Thus, it aids in the identification of employee efforts and describes their growth scenarios.
  • It helps workers perform their task duties to meet their manager’s expectations.
  • It offers a calculation of individual weaknesses and strengths of employees.
  • For the development and training of employee skills, these evaluations are essential.
  • It also helps the management separate highly capable workers to allocate additional duties and tasks.

Related Product: Human Resource Management Templates Plan

Employee Performance Evaluation Template

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.

Employee Performance Template Sections

There are 8 sections in an employee performance review template. These sections are:

performance template sections
Header Section

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.”

Employee Details Section

This section of the evaluation template covers the employee details, including:

  • Name of employee
  • Joining Date
  • Designation
  • Department
  • Salary Grade
  • Evaluation Purpose
  • Manager Name
  • Review Period
  • Division
  • Total Score
Evaluation Section

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.

Score System 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.

Overall Progress Section

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.

Related Article: High Level of Effort Estimation Templates | Guidelines and Examples

Recommendations Section

In this section, the assessor can put any comments and recommendations for the worker.

Final Comments Section

This section can input your final reviews and comments relevant to the evaluation.

Management Signature Section

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.

How to Use the Employee Performance Evaluation Template?

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:

steps to use an evaluation template
Step 1: Read the Instructions and Enable Macros in the Document

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.

Step 2: Input the Data

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.

Step 3: Upload Employee Information

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.

Step 4: Perform an Evaluation of One of Your Employees

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.

Step 5: Check the Results And Save

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.

Step 6: Check Each Employee Profile

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.

Step 7: Analyze the General HR Report

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.

Related Article: Vendor Evaluation and Selection Matrix

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Top 5 Frequently Asked Questions

What do you need to include in an employee performance review?

• Communication
• Teamwork and Collaboration
• Problem-solving
• Punctuality, Attendance, and reliability
• Accuracy of work and Quality
• The ability to meet deadlines and accomplish goals

What is the ideal practice for conducting Performance Evaluations?

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.

How to defend yourself in a performance evaluation?

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

What does an employee need to do for better performance evaluations?

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.

What are the elements of employee performance?

Effective performance management systems typically include three broad elements: goal setting, performance review, and a performance improvement process.

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