Performance Evaluation Form

Employee:

Job Title:

Department:

Supervisor:

Period of Evaluation:             From:                               To:

Part I – Instructions

This evaluation form lists the criteria and competencies against which you must rank the
employee. [Company name] considers these performance factors to be critical to the success of
personal, departmental, and company goals. The criteria listed in this evaluation should
accurately reflect the employee’s overall performance as it relates to the duties/expectations
set forth in his or her job description.

Rate the employee in each section of this form according to the table below. Be sure to add
comments, thoughts, and observations important to the evaluation process.

 
UNACCEPTABLE – Consistently fails to meet job duties and expectations; performs at a level
1 demonstrably below corporate requirements; improvement required immediately to maintain
employment.

MEETS EXPECTATIONS – Performs job duties at a satisfactory level according to job description
2
under normal supervision and direction.

EXCEEDS EXPECTATIONS – Often exceeds job requirements; consistently meets goals and objectives;
3
accomplishments occasionally made in areas outside normal job role.

 
Part II – Job Criteria

Abilities, Knowledge, and Skills

The degree to which the employee exhibits the knowledge and skills required to fulfill job
duties, as well as the techniques and tools used to do so.

Unacceptable 1

Meets Expectations 2

Exceeds Expectations 3

Comments:

 
Quality of Work

Does the employee complete his or her work with the expected degree of quality? Is the
employee attentive to detail? Does the employee actively seek out and correct quality-control
issues? Take into account accuracy of work, neatness, and adherence to standards.

Unacceptable 1

Meets Expectations 2

Exceeds Expectations 3

Comments 
 
Quantity of Work

Does the employee complete his or her fair share of the assigned work load? Are deadlines
met consistently? Also consider how well the employee manages time, and how well he or
she manages simultaneous or conflicting priorities.

Unacceptable 1

Meets Expectations 2

Exceeds Expectations 3

Comments:
 
 

 
Attitude

Does the employee display a positive and cooperative attitude about the job role, assigned
work, and the organization? Are working relationships built and maintained by this employee?
Is the employee open minded and accepting of constructive feedback by peers?

Unacceptable 1

Meets Expectations 2

Exceeds Expectations 3

Comments:
 
 

 
 
Communication Skills

Does the employee communicate clearly and effectively within the role? Does the employee
clearly express themself both orally and in writing? Does the employee listen well and
respond appropriately? Are written and verbal reports clear and accurate?

Unacceptable 1

Meets Expectations 2

Exceeds Expectations 3

Comments:
 

Part III – Behavioural Characteristics

Cooperation

Does the employee work well with peers and supervisors? Does the employee willingly
contribute to the success of the team or department? Does the employee exhibit
consideration for others; a willingness to help; maintain a rapport with co-workers?

Unacceptable 1

Meets Expectations 2

Exceeds Expectations 3

Comments:
 
 
 
 
Reliability

Does the employee follow through on commitments and job duties consistently? Does the
employee accept accountability for his or her work? Does the employee properly follow
instructions, directives, and procedures?

Unacceptable 1

Meets Expectations 2

Exceeds Expectations 3

Comments:
 
 
 

 
Initiative

Does the employee actively seek out and assume additional responsibilities without being
asked to do so? Does the employee demonstrate an ability to encourage and/or inspire
others? Does the employee recognize and act upon new opportunities?

Unacceptable 1

Meets Expectations 2

Exceeds Expectations 3

Comments:
 
 
 
Attendance and Punctuality

Consider how often the employee is late on assigned working days, leaves early on assigned
working days, and is sick or absent, all within the context of organizational policies.

Unacceptable 1

Meets Expectations 2

Exceeds Expectations 3

Comments:
 
 

 
Judgment and Analysis

How well does the employee effectively analyze and solve problems? Does the employee
clearly use sound judgment to do so? Is the employee decisive? Does the employee act on
decisions in a timely manner? Does the employee successfully overcome obstacles?

Unacceptable 1

Meets Expectations 2

Exceeds Expectations 3

Comments:
 
 
 
 
Adaptability

How well does the employee adjust to new directives, procedures, duties, supervisors, or
working environments? Does the employee accept new ideas with relative ease? Does the
employee suggest new methods and approaches to work?

Unacceptable 1

Meets Expectations 2

Exceeds Expectations 3

Comments:
  
 

Part IV – Objective Completion

 
Objectives for Review Period

List and discuss the objectives set forth for this employee during the period under review. Identify those
areas of responsibility where the employee did/did not meet performance objectives and/or project
milestones. Evaluate the progress made by the employee on predetermined objectives, projects, job
duties, and special assignments by selecting the appropriate box below each goal listed.

Objective #1

 
 
 Satisfactory Progress _______       Unsatisfactory Progress _______

Objective #2
 
 

Satisfactory Progress _______         Unsatisfactory Progress _______

Objective #3
 
 

Satisfactory Progress _______         Unsatisfactory Progress _______

List any goals, projects, job duties, and special assignments to be continued and/or completed in the
coming year. Set these goals with the understanding that corporate priorities are subject to change as
business situations change. Update this section as necessary throughout the next review period.

Objective #1

Objective#2
 
 
 

Objective #3
 
Part V – Overall Performance

 
Overall Assessment

Use this space to specify the employee’s overall job performance. The overall rating should
reflect and take into account job criteria, behavioural, supervisory, and goal completion
rankings.

Unacceptable 1

Meets Expectations 2

Exceeds Expectations 3

Comments:
 
 
 

Development/Training Objectives

Complete this section once you and the employee have discussed and agreed upon opportunities for
improvement of the employee’s performance/skills. Include training (either formal or informal) and/or
developmental objectives, corresponding activities, and time frames for completion.

Developmental/Training Objective #1

Developmental/Training Objective #2
 
 
 
 Developmental/Training Objective #3
 

Supervisor Signature: Date:

Part VI – Employee Sign Off

I have been advised of my performance rankings. The rankings and comments in this review
have been discussed and explained to me by my supervisor. My own comments are as follows:

Employee Signature: Date: