Effectively conduct self-assessments on how you’re performing at work using downloadable and free employee self-evaluation templates and forms.
Download and use this free employee self-evaluation form to reflect on and evaluate your performance over time. Assess what went well and what needs working on by discussing your accomplishments, next steps, and ways to improve your work performance. Using this template in SafetyCulture, employees and supervisors can do the following:
A self-evaluation template is a tool that enables employees to assess their own job performance and areas for improvement over a specific period. It’s typically part of performance reviews and appraisals—and is completed before the actual review meeting with the manager or supervisor.
Using an employee self-evaluation form is essential for both the employee and the employer for various reasons. It’s a tool that employees can use to aid their efforts to review and reflect on their work performance to identify strengths and areas for improvement. Also, employees can refer to the form when setting goals and developing a plan for their personal and career development.
For employers, completed employee self-evaluation forms provide insight into how workers perceive how they perform in their roles, where they excel, and where they can improve. Ultimately, these insights are useful for determining employee training needs, career development opportunities, and aspects where the organization can improve.
Other benefits of using and completing an employee self-evaluation template include the following:
To ensure that every aspect of employee self-evaluation is covered in your form, include the following basic details and sections:
The employee self-evaluation form usually consists of a set of questions that covers various aspects of the employee’s job performance and goals. These self-evaluation questions can range from rating one’s performance on specific job tasks to describing significant accomplishments and improvement opportunities.
A comprehensive self-assessment template includes asking and answering the following questions:
As an employee, it’s important to understand how to fill out a self evaluation template. This is a crucial component of your performance review process, as it provides an opportunity to reflect on your achievements, areas for improvement, and career goals.
Now, what do you write in an employee self-evaluation? To help you complete this form, here are 5 steps to write a self-assessment review:
This is to help you understand what it’s specifically for. The evaluation criteria may include specific job duties, performance metrics, or other goals outlined by your supervisor. Make sure you understand what’s expected of you and how you’ll be evaluated. If you have any questions or concerns, don’t hesitate to ask your supervisor, manager, or Human Resources (HR) representative for clarification.
To ensure your self-evaluation is accurate and comprehensive, gather supporting documentation such as project reports, customer feedback, and performance metrics. These will provide concrete evidence of your achievements and help you identify areas for improvement. Also, it can help demonstrate to your supervisor that you’re committed to working on your performance.
Take the time to reflect on your performance over the evaluation period. Consider your strengths and weaknesses, as well as any challenges you faced, how you overcame them, and how you plan on mitigating them as much as possible. Most importantly, be honest with yourself and avoid being overly critical or too self-congratulatory.
Aside from your own perspective, it would also be helpful to look back on the feedback you received throughout the specific period. This allows you to evaluate your progress and development. By reviewing both positive and negative feedback, you can gain insights into areas where you’ve improved and identify opportunities for further growth. This process not only helps in recognizing your strengths but also in understanding how to address any weaknesses.
Start by outlining your accomplishments, being as specific and detailed as possible. Use your supporting documentation and data to provide examples of your achievements, areas for improvement, and the specific steps you plan to take to address them.
The frequency of completing an employee self-assessment template may vary depending on the organization’s policies. Some may require it annually, while others may require them to be completed quarterly or bi-annually. Employees must check with their manager or HR department to determine the frequency of self-evaluations in their organization.
While it can’t be used as the sole basis for salary adjustment decisions (as many other factors must be considered), completing an employee self-evaluation form can help employees articulate their achievements and contributions, which may strengthen their case for a salary increase.
Managers can use the employee self-evaluation template to gain insight into their employee’s performance and competencies, which can help in setting goals and creating development plans for the upcoming year. After reviewing the employee’s self-evaluation, managers can schedule a meeting to discuss their feedback and provide additional support and follow-up actions.
Employees unsure of how to complete it should reach out to their manager or HR representative for guidance. Also, employees may consider reviewing their job description, performance metrics, and previous performance evaluations to ensure they have a clear understanding of their job responsibilities and expectations. This way, they can effectively complete the employee self-assessment form.
As part of an organization’s performance management system, taking employee evaluations into account is important to ensure continuous improvement in overall operations. This is why it’s important to use powerful tools to make sure these can happen. SafetyCulture, a workplace operations platform, allows employees, teams, managers, and organizations to improve the way they evaluate and manage work performance. With SafetyCulture, you can:
Using this checklist, managers can do self-assessments on their performance in leading and managing their respective teams. As a manager, answer whether you agree with the statements in this checklist and complete the audit by affixing digital signatures.
Inspection template Powered byUse this 360 feedback template when conducting 360-degree evaluations to gather not just only feedback from peers, managers, supervisors, and organizational leaders but also self-assessment. Before completion, include any notes, recommendations, and next steps.
Inspection template Powered byBarista trainees can use this barista self-evaluation checklist to assess their skills in preparing different kinds of beverages and evaluate their general knowledge and professional behavior toward work. They can also include a summary of their overall self-assessment.
Patricia Guevara is a content writer and researcher for SafetyCulture. With her extensive content writing and copywriting experience, she creates high-quality content across a variety of relevant topics. She aims to promote workplace safety, operational excellence, and continuous improvement in her articles. She is passionate about communicating how technology can be used to streamline work processes, empowering companies to realize their business goals.
Using this checklist, managers can do self-assessments on their performance in leading and managing their respective teams. As a manager, answer whether you agree with the statements in this checklist and complete the audit by affixing digital signatures.
Use this 360 feedback template when conducting 360-degree evaluations to gather not just only feedback from peers, managers, supervisors, and organizational leaders but also self-assessment. Before completion, include any notes, recommendations, and next steps.
Barista trainees can use this barista self-evaluation checklist to assess their skills in preparing different kinds of beverages and evaluate their general knowledge and professional behavior toward work. They can also include a summary of their overall self-assessment.
