Employee evaluation forms

Secrets to effective evaluation forms

Good employee evaluations forms are key to the success of your performance management process. A poorly designed performance appraisal form can frustrate and disengage managers and employees from the process — defeating the whole purpose.

Here are some tips for creating great performance evaluation forms:

A good employee evaluation form is easy to use

The information it provides and requests is clear and unambiguous. It guides managers and employees as they fill it out, and gives HR and executives the information they need to make strategic decisions about their workforce.

A great evaluation form has a logical flow

A great performance evaluation form has a logical flow. It moves from discussion about past performance to discussion about development needs, new goals, career aspirations and professional/career development needs.

An effective evaluation form has a clear focus

It provides clear guidelines so managers and employees know exactly what information to provide, what ratings mean, how to get information they need, etc. When designing your form, keep in mind your primary purpose for conducting employee performance appraisals.

Use consistent descriptive rating scales

Consider a best-practice long rating style that provides descriptive statements illustrating the various levels of competency demonstration. This helps managers choose the right ratings for their team members' performance, and it makes it faster and easier to rate competencies and be consistent.

Employee evaluation form downloads


Employee lifecycle pack

Get a sampling of the forms in our Employee Lifecycle Pack, which support proven best-practices in talent management and are included free with Halogen Performance™.

Employee evaluation form templates

Check out samples of some employee evaluation form templates our customers have created, which show the flexibility of what you can do in Halogen Performance.

Employee evaluation forms with sample competencies and feedback

Any manager will tell you how challenging it is to write consistent and richly-detailed employee reviews. Check out some sample employee evaluation comments for a selection of our competencies.

Sample 360 degree feedback forms

Gathering 360 degree feedback on an employee can be a great way to get a broader perspective on their performance, development needs and potential. Here are some sample 360 degree feedback forms to help inspire you, or guide you in designing your own forms

Employee evaluation form resources


How to create best-practice employee evaluation forms

What makes a great performance evaluation form? It's easy to use, has a clear focus, promotes dialogue and development, and more…

Tips for creating effective employee evaluation forms

Consider these general guidelines when you're designing your employee evaluation forms to help ensure they're "user-friendly", effective and follow best-practices.

Choosing the right method to assess and rate competencies in your organization

When designing your performance evaluation form templates, it's important to consider "how" you want managers to assess and rate competencies. Learn about the various approaches and their unique benefits.

Using weighting to prioritize competencies and goals

Learn how you can communicate the relative importance of competencies and goals to employees by assigning them weights on your employee evaluation forms.

Writing SMART goals

Learn how you can encourage and support managers and employees in writing best-practice SMART goals with the right employee evaluation form template design.

Evaluation form success stories


WHPacific

Consulting firm WHPacific works to continually make improvements on their performance appraisal forms. They use categories and weighting to set individualized performance goals and reinforce organizational priorities.

Fairbanks Hospital

Fairbanks Hospital spent a lot of time creating organizational standards for inclusion in everyone’s appraisal, as well as carefully outlining management standards and weighting sections to help align their workforce with their strategic plan.

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