Spend more time discussing goals and job performance and less time on boring paperwork.
Help your managers stay focused with an evaluation form that only asks one question at a time.
Typeforms work on any device, so managers are no longer bound to their desks when evaluating.
An employee evaluation is much more than a simple performance review, it’s a way of understanding how you are performing as a manager. Employee evaluation is important as it lets you understand how well matched an employee is to that specific task and if they are having difficulties. Although these are typically used to formally review work quality and output, they are also there to help you think about how motivated or supported staff are or how realistic the workload is. This information should help you improve your management and provide insights into things like employee training plans or highlight areas in need of shaking up.
Your employees are your company. If you don’t take care of them, you’ll end up with: 1) a failing company full of uninspired people, or 2) a vacant parking lot. Taking genuine care of people means identifying and unblocking their problems, celebrating their successes, and asking what they’d like to achieve in the future. Basically—having a meaningful conversation. When you turn this conversation into a clear, documented action plan, progress becomes easier to review. Employees and managers then commit to achieving goals together.
There is always the temptation to download an employee evaluation template in word or pdf and print it but there are a number of issues with this. Firstly, this information is extremely sensitive and having it on paper means it limits how you can share and store this information securely. Secondly, employee analysis can be tricky and having to scribble out written evaluations after you’ve reconsidered your score is a messy affair, keep it clean and go digital. Finally, while printable employee performance evaluation samples seem like a convenient option, they will cost you a lot of time in the future. You may need to review these evaluations in a year, and you don’t want to be searching for the key to the locked filing cabinet. The main benefit of using a digital or online evaluation form is the ease of access to information stored securely.
Writing a good and fair evaluation is important as a manager but it’s also useful to get feedback from the employee. Have them do a self-assessment and comparing this to your own analysis of their work, will let you see if you both align on what their professional development plan should be. You can use our performance review template to give you the basic structure but any good employee evaluation form should contain information about:
Make sure the rating system is consistent throughout the form and is the same one you give to the employee, that way you can compare scores directly.
A good employee evaluation should include questions for self-reflection. You want to get an idea of how they see themselves. A self evaluation form before the joint evaluation can pave the way for this. Second, it should give the employee an opportunity to give constructive feedback—make sure your culture supports this, otherwise you’ll get dishonest or incomplete answers. And finally, ask open-ended questions that reveal 1) What would you do differently if you were in charge, and 2) What’s the single biggest challenge you’re facing in your work right now—that should give you something to use going forward.
Typeform integrates with hundreds of apps—so it adapts to whatever workflow you’re comfy with. Hot on goal setting? Transfer responses from your employee review form to Google Sheets or Airtable. Start a database and review progress over time. If you’re looking to switch to a more visual format for future meetings, get all your data into a private Trello board. The final evaluation notes, scores, and goals should accurately reflect what was discussed in the meeting—with no surprises for the employee. Integrate via Zapier with a tool like MailChimp and forward the meeting record to the employee and relevant people in HR. Take a look at our form builder to learn more.
The first thing to do is remember you are not evaluating the person, you are evaluating their work. It can be difficult to give feedback, particularly when an employee is not performing well, but just know that a fair and honest assessment will give you and them the analysis needed to achieve success in whatever form that takes.
Some tips for evaluating employees are:
Employees get blocked from reaching their full potential by systems, processes, resources, personal health, or the work environment. Like an expert plumber, your job is to unblock those things and improve employee retention. But like a plumber, you can’t start work until you know where the problem lies. Ask for feedback during the employee review. That goes for every question. If “productivity” is a weakness, ask why. The answer might reveal a problem that affects others in the company. Consider the tool an action plan for both the manager and the employee—hold yourself accountable by holding informal reviews on a regular basis. Collaboration builds trust.
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