Every Tool You Need for Conducting an Employee Review
Evaluating an employee's performance isn't easy, but it can be a valuable process for both of you. Providing feedback to your employees is important because it's an opportunity for you to give and receive constructive criticism.
There isn't a one-size-fits-all model for reviews. The different types of employee reviews include top-down, peer, 360-degree, and self-assessment. You have to determine which type or combination of types works best for your business.
The timing of your reviews will also affect which kind of review you choose. The type of review you do for a new hire after their first 90 days won't necessarily be the same as the annual review of an employee.
Here are the best tools to make the review process easier no matter the type or timing of the review.
Employee Evaluation Sample
If your company has grown to a size that you think a formal employee review process needs to be implemented, this is the best document for doing your first review. It takes you step-by-step through the evaluation process from accessing why to do a review and how to perform an evaluation to the best ways to provide feedback and follow up with your employees. The employee evaluation sample contains sections for rating various elements of an employee's overall job performance, from problem solving and managerial abilities, to interpersonal relations and position-related skills. Read More
Dig Deeper: How to Institute an Employee Review Process
Employee Evaluation Form
Someone ranked above the employee conducts the top-down performance review. If you choose to use top-down reviews, the employee evaluation form is the most comprehensive. The employee evaluation form provides sections for self-assessment, goal setting, manager evaluation, and interactive scoring table. This document has multiple sample templates for small business owners to use and is customizable for your company's specific usage. Because this is the most comprehensive top-down review it is best used for annual reviews. Read More
Employee Review Template
Literally, in a 360-degree review, employees are evaluated from all angles – above, below and sideways. That means supervisors, peers, subordinates, and even sometimes customers put in their two cents about the employee. If you choose this type of review process the employee review template is perfect. The document provides a description for review purposes, expectations, questions, and attribute ratings. Because this is the most all-encompassing type of review you can do it should only be used for the annual review process and you must provide ample time for completion. Read More
Employee Performance Review Sample
A good annual review process should include setting goals and expectations for the next year. The employee performance review sample utilizes the "SMART" method – that is, specific, measurable, achievable, realistic, and time-bound goals. This document also contains separate sections for rating various elements of an employee's overall job performance, from problem solving and managerial abilities, to interpersonal relations and position related skills. Read More
Dig Deeper: How to Communicate Employee Expectations Effectively
Performance Review Template
The performance review template is a great document to use for reviews that are done on a more frequent basis, such as quarterly or monthly. It's also ideal to use at the end of a major project to evaluate the performance of employees while the experience is still fresh in your mind. It can be incorporated as part of the wrap-up process of any project and a way for you and your employees to improve with each new project. Read More
Dig Deeper: How to Conduct Annual Employee Reviews
Employee Performance Review Form
The employee performance review form is used to provide an objective record of the quality and quantity of work done over a specific period. This form explains clearly and in detail the performance rating categories. This template allows you to reiterate company expectations and the consequences of not rising to organizational standards as well as allows you to provide employees with regular supportive feedback. The employee performance review form is best used for reviews of a shorter period of time but it can be used for annual reviews as well. Read More
Employee Performance Evaluation Form
When you have a new hire it's important to give feedback as soon as possible before their minor mistakes become regular bad habits. The employee performance evaluation form is ideal for reviewing a new hire the first 60 or 90 days on the job. It can also be used for end of project reviews and annual reviews. This template can be used to develop better communication between employees and supervisors, improve the quality of work, increase productivity and promote employee development. Read More
Employee Performance Review Questionnaire
An important component of the employee review process is their opinion of the company. This should be used once a year outside of the annual review period or before a review as an assessment of the company culture. Companies can use the employee performance review questionnaire to assess employee satisfaction concerning work environment and overall responsibilities. This document can be used to develop better communication between employees and supervisors, improve the quality of work, increase productivity and promote employee development. Read More
Dig Deeper: Building a Culture of Employee Appreciation
Employee Performance Letters
Not all performance reviews are designed for a single session. You may have to re-draft the document because of changes you've negotiated with the employee. A follow-up is your ally for employee buy-in. The employee performance letters are a collection of letters used as a template for communicating a performance evaluation of an employee. It can provide constructive criticism as well as performance praise. Following up demonstrates that you are committed to the employee's contributions and development. Read More