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Employee Assessment Form Template

Streamline Your Staff Evaluations with Our Customizable Template

Struggling to keep track of your team's performance? Our Employee Assessment Form Template helps you gauge employee strengths and areas for development effectively. Whether you're conducting annual reviews, improving training programs, or identifying top talent, this template enables you to collect structured feedback, enhance team dynamics, and tailor your employee development initiatives. Plus, with its WCAG-aligned labels, this form is accessible for all your staff. Explore the live template today to elevate your assessment process!

Employee full name
Job title
Reviewer full name
Review period start date
Review period end date
Overall performance this period
Poor
Fair
Good
Very good
Excellent
Quality of work
Poor
Below average
Average
Good
Exceptional
Productivity and output
Poor
Below average
Average
Good
Exceptional
Reliability and attendance
Poor
Below average
Average
Good
Exceptional
Communication effectiveness
Poor
Below average
Average
Good
Exceptional
Collaboration and teamwork
Poor
Below average
Average
Good
Exceptional
Problem solving and decision making
Poor
Below average
Average
Good
Exceptional
Initiative and ownership
Poor
Below average
Average
Good
Exceptional
Progress on previously set goals
Very dissatisfied
Dissatisfied
Neutral
Satisfied
Very satisfied
Not applicable
Key achievements this period
Challenges or blockers
Top strengths observed
SMART goal for the next period
Target date for the goal
Priority development areas
Interest in expanded responsibilities in the next 12 months
Very unlikely
Unlikely
Neutral
Likely
Very likely
Ready for promotion consideration
Yes
No
Likelihood to stay with the company in the next 12 months
0 Not at all likely
1
2
3
4
5 Extremely likely
Overall job satisfaction
Very dissatisfied
Dissatisfied
Neutral
Satisfied
Very satisfied
Manager overall comments
Employee comments
Employee acknowledgment full name
This review was discussed with the employee
Yes
No
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Paper art illustration depicting an employee assessment form for FormCreatorAI article.

When to use this form

Use this form whenever you need a fair, structured review of performance, skills, and behaviors. It suits annual or mid-year reviews, probation check-ins, and 90-day new-hire assessments. You can also use it to set a baseline before a promotion or a performance improvement plan. Employee peer review form adds teammate insights for 360-degree input. Manager evaluation form adds manager-specific feedback to round out the picture. Remote teams can run it async to compare results across locations. The outcome is clear: you get consistent ratings, examples, and action items that turn feedback into a focused development plan.

Must Ask Employee Assessment Questions

  1. What were your three most important results this review period, and how did you achieve them?

    This focuses the review on outcomes and the behaviors behind them, which reduces bias. Clear examples help you calibrate ratings and coach on repeatable actions.

  2. Which strengths helped you deliver the most value to the team or customers?

    Focusing on strengths shows where the employee creates leverage and impact. Peer evaluation form can validate these strengths with peer input.

  3. What is one skill or behavior you will improve next quarter, and what specific action will you take?

    This turns feedback into a measurable commitment. A clear action and timeframe make follow-up easy.

  4. How consistently do you demonstrate core behaviors (ownership, collaboration, communication)? Share two recent examples.

    Behavior examples support fair, evidence-based decisions. Observation form helps you document what was seen on the job.

  5. What support, tools, or training do you need from your manager to reach the next level?

    This surfaces blockers you can remove now. It also aligns growth plans with resources and timelines in your team.

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