EMPLOYEE EVALUATIONS: How To Conduct Them Effectively

Employee Evaluations

If you work in management or as a supervisor, you may be required to write employee evaluations about workplace performance. An evaluation may be required following a probationary period or for an annual review of an employee. In the evaluation, it is critical to provide insightful and constructive criticism to ensure that your team members remain motivated and continue to build vital abilities.
This article defines an employee evaluation, explains how to write a successful employee evaluation, and provides examples.

What Are Employee Evaluations?

An employee evaluation is a technique used by managers and human resource departments to assess an employee’s performance during a specific time period. Details like productivity, attitude, timeliness, and the employee’s capacity to accomplish goals are frequently included in evaluations. When used appropriately to coach and reward people, employee evaluations can have a positive impact on all elements of the business. An employee evaluation is a review and appraisal of a worker’s job performance. Most businesses have an employee evaluation system in place where employees are examined on a regular basis (often once a year).

These assessments are often conducted at the end of the fiscal year or on the employee’s service anniversary. That instance, if you were employed in February, your evaluation will take place in February; if you were hired in December, your evaluation will take place in December.

Many businesses attach annual raises to employee evaluations.
If your company does this and bases evaluations on service anniversaries, you may see that employees hired near the end of the year earn disproportionate rises relative to their counterparts. This occurs when managers either spend too much of their raised budget early in the year or keep everything until the end of the year when they must either utilize or lose the money.

What Are the Benefits of Employee Evaluations?

Employee evaluations, when done correctly, can provide significant benefits to both businesses and employees, including:

  • Improving managers’ and employees’ communication
  • Improving employee retention and satisfaction
  • Increasing profitability and performance
  • Identifying top performers and contenders for advancement
  • Helping staff who require additional training
  • Enhancing Corporate Culture

How Frequently Are Employee Evaluations Performed?

Employee evaluations have been referred to as yearly reviews since most organizations used to do them once a year. However, it is difficult for employees and managers to recall everything that occurred over the course of a year, and studies suggest that annual evaluations have little effect on performance.

An alternative to annual assessments has demonstrated its effectiveness in recent years. More and more businesses are giving employees more frequent feedback, and research shows that it promotes better results. Employee evaluations can be conducted quarterly, monthly, or even weekly, depending on the needs and circumstances. Some firms go even further, substituting frequent check-ins and one-on-one meetings for employee evaluations.

How Do Employee Evaluations Happen?

Annual employee evaluations have traditionally been held as formal sessions between an individual employee and their boss in a private workspace or office. Changing the time strategically enhances both the process and the results.

Companies that switch to more regular evaluations will find it easier to meet their performance management objectives with shorter informal sessions that reflect recent developments rather than attempting to rebuild a complete year. This assists managers in resolving minor issues before they become major issues and allows them to immediately recognize and reward employees’ recent accomplishments.

What Should Take Place Prior to and During Employee Evaluations?

Managers should maintain track of each employee’s performance on a regular basis to prepare for an employee evaluation. That way, the manager will be able to provide specific examples of the employee’s strengths and successes, as well as any concerns, during the evaluation.

Managers should also monitor each employee’s performance on a regular basis using acceptable measures and be prepared to communicate the results during employee evaluations.

The right metrics to use are determined by the nature of the task. For example, truck drivers may be evaluated based on their on-time delivery records, but hotel management may be evaluated based on their occupancy rates. Managers should exercise caution when selecting metrics that are linked to company objectives, and each employee should know ahead of time what they will be graded on so that they can align their priorities and behaviors accordingly.

It’s also a good idea to have the employee complete a self-appraisal form prior to the meeting so that the manager and employee can go over it and see if they agree.

The manager and employee should collaborate on employee goals during the employee evaluation to drive performance improvements and career development. They should develop a strategy and calendar for follow-up meetings, as well as provide appropriate resources or training, meet milestones, and assess success.

To finish the employee appraisal process, the manager should fill out an employee evaluation form to capture what was discussed and agreed upon goals. This form becomes a permanent company record for the employee and can assist guide and support future decisions concerning salary, promotion, or termination.

Employee evaluations do not have to be time-consuming or difficult. Performance management software can streamline the process and eliminate the need for paper.

What is the Best Way To Write Employee Performance Evaluations?

To construct effective employee performance evaluations, follow these steps:

#1. Examine the job description of the employee.

Obtain a current copy of each employee’s job description and go over the requirements. You may have changed your expectations after working closely with team members depending on each person’s normal performance and skills. Rereading each team member’s job description will help you frame your review based on their initial intended tasks.

Consider how successfully your team members accomplish their obligations and meet the requirements of the role as you read job descriptions. Take note of what each team member performs well, where they could improve, and when they exceed expectations. Use these notes to help you structure your evaluation comments.

#2. Identify opportunities for improvement

Find last year’s evaluations if you’ve worked with a team member for more than one review cycle. Reread each one thoroughly to refresh your memory on how your team members have done in the past. Make a list of concerns that needed to be addressed as well as areas where you recommended improvements.

Consider how your team members have grown over the course of the year. Be as descriptive as possible on the areas where they’ve improved. Include information about your team members’ new talents, training courses, or certifications in their employee evaluations. To create a full and detailed evaluation that encompasses all of the development, try to remember the entire year of work.

#3. Compare and contrast your strengths and weaknesses.

Next, make a list of each team member’s strengths and shortcomings based on previous evaluations and job descriptions. To lead this section of the employee evaluation notes, consider employing a SWOT framework (strength, weakness, opportunity, and threat).

Consider your strengths first, which include good characteristics, significant accomplishments, and areas of expertise. Then, compile a list of team members’ flaws, which include reasons that prohibit them from reaching their goals. Third, evaluate possibilities for your team to thrive in performance. Finally, describe the threats that could jeopardize their performance.

Gather data to back up your statements as you complete this SWOT analysis. You’ll need attendance figures to show attendance records, as well as sales numbers to show employees’ ability to contribute to the organization. Because your evaluation will affect your team member’s ability to grow in their professions, you’ll want to ensure that your assessments are as accurate as possible.

#4. Goals that can be achieved should be suggested.

Employee evaluations can not only affect annual raises and promotion prospects, but they can also assist your team members in planning for the upcoming year. Consider how you might encourage your team members to enhance their performance and grow their careers as you write employee evaluations.

Consider the job descriptions of your team members, prior performance, and your company’s strategic plan to define goals for the future year. Make actionable goals for individual employees, your team as a whole, and your organization as a whole.

Setting SMART goals can be beneficial. Setting concrete, quantifiable, actionable, relevant, and time-bound goals will help your team progress and excel.

#5. Give constructive feedback.

Your team members will almost certainly have strengths and weaknesses. Throughout your reviews, try to provide favorable remarks. If you describe an area or ability that your team members haven’t yet mastered, suggest a strategy to help them grow. You’ll provide your team members with actionable advice while still producing objective evaluations of their performance if you provide constructive feedback.

#6. Welcome employee feedback.

Allow your team members plenty of time to reply to their reviews and provide feedback on your comments, evaluations, and goals. The more actively you involve them throughout the evaluation, the more likely they will feel invested in setting ambitious goals and achieving progress toward critical targets.

Example of Employee Performance Evaluations

To frame your comments and steer your words, consider the following employee evaluation example:

Roy Joshua’s performance evaluation

Manager: Stanley Mimie
Date: December 14, 2022
Company: Alabama Media


  • You take your performance objectives seriously and put clear plans in place to achieve them.
  • You have a good knowledge of how to achieve your objectives, and you request the resources you need to do so.


  • You thoughtfully present points during team meetings, and you excel at applying feedback from in-person discussions.
  • You always provide clear written instructions and react to emails immediately.


  • You learn new skills and techniques rapidly.
  • You adapt effectively to new situations.

Work morale

  • You have a strong work ethic and frequently outperform predicted production levels.
  • You conquered some important hurdles this year, demonstrating your tenacity and dedication.


  • You effectively manage projects and teams, ensuring that tasks are completed on time and within budget.
  • You are a fantastic role model for your team, exhibiting your strong work ethic and ability to operate as part of a team on a daily basis.


  • You are always willing to support team members who need assistance overcoming a problem or resolving an issue.
  • You are excellent at distributing responsibilities to others, but you occasionally refuse to let other team members assign projects to you.


  • You have a great understanding of established approaches, yet you are not afraid to experiment.
  • You have a strong sense of curiosity, which allows you to think creatively.


Roy has been an excellent team member throughout the last year. He is constantly motivating his teammates and works hard to ensure that we fulfill deadlines. Roy occasionally tries to manage too many leadership projects. In February, I recommend he attend Alabama Media’s teamwork training. Roy deserves a 5% rise based on his performance, in my opinion.

What is the Importance of Employee Performance Evaluations?

The goal of an employee evaluation is to quantify work performance. Numerous evaluations provide quantitative estimates essential to a production-based workplace. Other employee evaluations provide managers with information about the nature of their employees’ work. The significance of an employee evaluation is that it helps determine whether an employee’s range of abilities is appropriately coordinated with the employee’s activities.

#1. Employee Weaknesses and Strengths

Associations should constantly assess their employees’ strengths and weaknesses. As a result, managers are better prepared to match employee capabilities to job responsibilities. Employee evaluations assess the strengths and weaknesses of individual employees as well as the collective gifts of employees by office or group.

For example, an employee evaluation can reveal whether your employees have strong abilities in PC programming applications for fund use but deficiencies in applications used for introducing financial data in the interactive media group. The importance of employee evaluations in evaluating laborers’ abilities is especially significant in workforce organizing forms.

#2. Preparation and Growth

Employee evaluations are important for a variety of reasons, including employee preparation and advancement. Evaluating employee strengths and weaknesses is the first step in determining the type of training people require. Preparation often underpins employees acquiring new skills; development aids in expanding on employee inclination and present performance.

An employee evaluation determines what kind of preparation employees require to carry out their activity assignments after learning about their strengths and weaknesses. An evaluation also provides insight into progression initiatives that benefit both the employee and the manager. A model would be professional development workshops for fund directors to strengthen their commercial relationship skills.

#3. Execution Objectives and Standards

Evaluations include execution principles, which are the levels at which employees must carry out their activity commitments in order to meet their boss’s expectations. A quarterly introduction to the official administrative group could be conveyed via an exhibition standard. An employee who fails to provide convenient financial reports to organization executives many times per year falls short of the organization’s expectations. Without an evaluation to provide execution instructions, the company is irresponsible in providing its employees with the tools they need to do their job duties.

#4. Recognition and Reward

The pay systems of many organizations include execution estimation through employee evaluations. Employee assessments as a result of supervisors watching and measuring their performance can directly affect the measure of the employee’s salary or pay increment. Employee evaluations provide directors and supervisors with the opportunity to assess employees’ challenging work, dedication, and responsibility. In addition to monetary rewards, evaluations are used to identify exceptionally skilled employees to whom the company might delegate additional responsibilities and duties, or even promote to a position of influence.

Tips for Employee Performance Evaluations

One of the most crucial jobs of a manager is to know how to conduct employee evaluation sessions. As a team leader, it is vital that you maintain open and accountable communication with all team members and collaborate with them to achieve personal and organizational goals.
Employee performance evaluations are one of the best venues for this type of open and honest discussion, as long as you follow some guidelines and best practices.

#1. Take copious notes.

Taking notes between and during employee performance evaluations will help you keep track of crucial information you’ll need to effectively manage your employee, as well as ensure that your talks are structured and actionable.

#2. Give honest and specific feedback.

Regular feedback allows you to guide and coach your employee to success. To accomplish so, you must provide clear insights into what is working, what is not, and what needs to be improved. Make sure to provide clear next actions and empower your team to improve.

#3. Keep employee comparisons to a minimum.

Nobody is the same, therefore don’t treat them as such in employee evaluations. Instead, track your employees’ individual development against the mutually agreed-upon targets. Avoid evaluating people based on their personalities because it doesn’t matter if they are reaching their goals and are a good cultural fit.

#4. Create a strong rapport

Open conversations take place only when both sides are at ease with being honest with one another. This is due to a close relationship between the employee and the management. Consider evaluations to be friendly dialogues, and encourage open dialogue. Holding regular, weekly check-ins will aid in the development of this honest rapport, resulting in more honest and beneficial two-way feedback. Remember that an employee evaluation should not be a one-sided conversation.

#5. Inquire about specifics.

And be certain that these queries have a specific aim. Employee evaluations should serve as a recap of the previous quarter or year, as a two-way conversation about personal and team development, and as a means for managers to learn how they can improve as well. Make a list of questions to help guide the conversation in the appropriate direction in order to achieve each of these goals.

With that last piece of advice in mind, let’s look at some sample performance evaluation questions that you may use in your own meetings.

Questions for Employee Evaluations

As previously said, the types of questions you ask in an employee performance evaluation should be deliberate. In other words, your queries should be focused on a specific action item for both you and the team member. Your inquiries could, for example, be about employee performance, professional development, or your own management.

Performance evaluation: Personal Concerns

Questions about employee performance evaluation could include:

  • What do you consider your most significant accomplishment at work this year?
  • How would you rate your overall performance this year/quarter?
  • Do you believe you met your SMART objectives for this review period? If not, why not?
  • What are some of the difficulties you’ve encountered, and how may I assist you?
  • What are your goals for the company this year?

The goal here is to encourage your employee to evaluate their own performance and set a course of action. Each of these questions is intended to initiate a conversation and should be supplemented with your own ideas and thoughts.

Performance evaluation: Development issues

In addition to the performance question, your development conversation could include:

  • What assistance, training, or resources do you require to achieve your objectives?
  • What are your long-term career objectives? How may I assist you in achieving them?
  • What new talents or information would you like to gain this year?
  • What role do you want to take next in the company?
  • Where do you believe you have room for improvement?

This section of the employee evaluation is all about charting a course for your employee and demonstrating that you and your firm are on their side.

Performance Evaluation: Management Concerns

Finally, you should make time to hear feedback. Pose the following questions to your employees:

  • Is this review procedure beneficial to you? Which method of feedback do you prefer?
  • How can I handle you better?
  • Do you have all you need to complete your work?
  • Where has management aided or hampered your performance?


The purpose of this course is to learn how to be a better manager and to spot any red tape or micromanagement that may be impeding your employees’ performance. Employee evaluations are crucial for keeping employees and management on the same page and working together toward a single objective. That involves open, two-way communication that benefits both sides’ skill sets and procedures


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