Consistent, Clear Employee Evaluations Start with a Plan

Free Quarterly Employee Evaluation Template

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Sporadic Evaluations are Counterproductive.

Consistent Evaluations are Invaluable.

Our skilled HR team has done the work for you! Systematize your quarterly performance using this fillable template to efficiently grade employee performance as ‘Below Expectations,’ ‘Meets expectations,’ or ‘Exceeds Expectations’ in these ten comprehensive performance categories.

1. Productivity

How quickly can your employee complete assignments and duties? Are they using their time wisely? Consider their ability to meet departmental/company goals. If they have excellent time management skills and can meet company objectives readily, they may exceed expectations.

2. Proficiency

Evaluate your employee’s skill with careful consideration regarding their accuracy, organization, and general competency. Do they frequently struggle to accomplish tasks within their job description? How confident do you feel when delegating to them? Note areas for improvement.

3. Communication

Communication greatly impacts overall performance, and your employees should be able to effectively express ideas and concepts to their fellow workers, as well as to clients or customers. Responsiveness, timeliness, and clarity are all important scoring factors.

4. Attitude

A great attitude can mean the world in any work environment. Evaluate your employee’s integrity and drive based on your day-to-day observations, while also considering their ability to work with their coworker to meet company objectives. An ‘Exceeds Expectations’ scoring should reflect above-average cooperation, team interaction, professionalism, and engagement.

5. Accountability

Your employee may have great intentions, but how consistent is their ability to follow through? If your employee is very consistent in doing what they say they’re going to do, as well as taking full ownership over their tasks and interactions, they should receive great marks when it comes to accountability.

6. Leadership

Does your employee tend to do well at guiding, directing, or influencing coworkers and clients? Do others seem to look up to them? Great leaders take the initiative to help teams work together and display quick decision-making skills. If you’d like to see more leadership, use this section to note how they can improve.

7. Professional/Personal Skills and Development

If your employee puts time into developing their skill set and knowledge, these efforts will go extremely far in helping you maintain high standards in overall company performance. Consider their investment in training and continuing education and make suggestions for how else they can continue to grow.

8. Adaptability

An above average employee should be able to adjust to new processes, procedures, and technologies relatively quickly, or you’ll waste your time helping them make the transition. Use this area as a place where you can comment on your employee’s willingness to go with the flow and be flexible.

9. Attendance

As a manager, you likely place a high value on promptness, which alleviates the need for you to provide strict micromanaging. Does your employee arrive on time and prepared to work? Consider whether things are working with regard to their daily work schedule and meeting attendance.

10. Innovation

Finally, consider whether your employee is a creative thinker who frequently brings new ideas to the team and helps you improve your practices. Are they invested in helping you to increase operational productivity? Do they demonstrate resourcefulness and vision? Recognize their ingenuity and dedication here.

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Quarterly Employee Evaluation Template
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