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Download Employee Performance Evaluation Excel Template

Download Employee Performance Evaluation Excel Template

Employee Performance Evaluation Template is a ready-to-use template in Excel, Google Sheet, OpenOffice Calc, and Apple Numbers to conduct employee evaluation.

Moreover, this template consists of a predefined score system to evaluate functional, interpersonal, and leadership skills. All you have to do is to download your desired file format. Insert the scores based on the productivity of the employee.

Table of Contents

  • What Is Employee Performance Evaluation?
  • Purpose Of Employee Performance Evaluation
  • How To Evaluate Employee Performance?
    • Functional Skills
    • Interpersonal Skills
    • Leadership Skills
  • Employee Performance Evaluation Template
    • Contents of Employee Performance Evaluation Template
  • Advantages of Performance Evaluation
  • Disadvantages of Performace Evaluation
  • Frequently Asked Questions

What Is Employee Performance Evaluation?

Employee Performance Evaluation is a key process to ensure that employees are performing right and where they can improve. As an HR professional, you can evaluate employees on a quarterly, half-yearly, or yearly basis.

Furthermore, such evaluations give us legal, ethical, and visible evidence of employee performance. It helps us to know, how actively they are involved, and how much they understand the job requirements.

Generally, the goal behind it is the development of employees and an overall improvement of the organization.

Purpose Of Employee Performance Evaluation

Performance Evaluation serves several purposes. The main objective of it is to improve check whether the employee’s output is by the industry norms. It also helps to uplift the overall productivity of the organization.

Such evaluation helps the employer look for employee weaknesses and instruct them to improve. It creates pressure on the employee to achieve a higher level of perfection. It benefits both the employer and the employee.

Eventually, this helps in building teams and improving communications. It leads to improved performance results.

The goal of this evaluation is to improve the way an organization functions. It is a key process that helps in achieving higher levels of customer satisfaction.

Moreover, these evaluations provide the employer to know the strengths of his team. YOu can use this data for scaling up of business and reshuffling of staff. Additionally, it helps an organization to arrange employee training and skill development sessions.

On an individual level, it helps an employee understand their abilities. It allows them to know where do they stand compared to others.

How To Evaluate Employee Performance?

Employee Performance is a 3 step process. You need to conduct in three different skill areas of an employee: Functional Skills, Interpersonal Skills, and Leadership Skills.

Functional Skills

Evaluation of Functional Skills includes the quality of work, work habits, and job knowledge of the employee.

Quality of Work consists of the following:

  • Accuracy, neatness, and timeliness of work
  • Adherence to duties and procedures in Job Description and Work Instructions
  • Synchronization with organizations/functional goals

Work Habits consists of the following:

  • Punctuality to workplace
  • Attendance
  • Taking initiatives at the workplace
  • Submits reports on time and meets deadlines

Job Knowledge consists of the following:

  • Skill and ability to perform the job satisfactorily
  • Shown interest in learning and improving
  • Problem-solving ability

Interpersonal Skills

Interpersonal skills evaluation consists of the following:

  • Response and contribution to team efforts.
  • Positive response to suggestions, instructions, and criticism.
  • Coordination with supervisors.
  • Adaption to changing circumstances.
  • Seeking feedback for improvement.

Leadership Skills

Leadership skills evaluation consists of the following:

  • An aspiration to grow
  • Accepting challenges.
  • Adhere to new responsibilities and roles.
  • Innovative thinking.
  • Work motivation.

Employee Performance Evaluation Template

We have created an easy to use Employee Performance Evaluation Template with predefined formulas and functions. This template can be helpful to manage the review process easily and efficiently.

Moreover, it consists of a predefined score system that will help perform this task easily.

Excel Google Sheets Open Office Calc Apple Numbers

Click here to Download All HR & Payroll Excel Templates for ₹299.

Important Note: To edit and customize the Google Sheet, save the file on your Google Drive by using the “Make a Copy” option from the File menu.

Additionally, you can download other HR documents like Salary Sheet With Attendance Register, Employee Mileage Log, and many more templates given on the left bar.

Let us discuss the components of this template in detail.

Contents of Employee Performance Evaluation Template

This template consists of 8 sections: Header Section, Employee Details Section, Evaluation Section, Score System Section, Overall Progress Section, Recommendations Section, Final Comments Section, and Signature Section.

Employee Evaluation

Header Section

The header section consists of the company name, company logo, and the heading of the sheet ” Employee Evaluation Template”.

Employee Evaluation

Employee Details Section

This section consists of the employee details as follows:

  • Designation
  • Salary Grade
  • Name of employee
  • Department
  • Evaluation Purpose
  • Division
  • Manager Name
  • Joining Date
  • Review Period
  • Total Score

Employee Evaluation

Evaluation Section

Evaluation section consists of 3 areas of evaluation:

A. Functional Skills: It includes evaluations related to the quality of work, work habits, and job knowledge.

B. Interpersonal Skills: Interpersonal skill includes behavior and internal relation evaluations.

C. Leadership Skills: Leadership qualities of the employee are evaluated in this section.

Employee Evaluation

The evaluation process differs from organization to organization. It can be edited according to the needs of the management.

Score totals display next to the respective skill headings.

Below the headings of each skill, you can find different questions based on the evaluation process. You need to just put the scores relevant to the employee performance in the blue boxes.

Totals are calculated automatically and added to the total score. The total score is displayed in the employee section.

Score System Section

The score system section has the scoring number from 1 to 5 for performance. 5 means outstanding and 1 means unsatisfactory.

Employee Evaluation

Note: In the leadership skills section the first and second question scores are out of 10.

Overall Progress Section

The overall progress section consists of the overall performance of an employee in the organization.

Employee Evaluation

Depending on the total scores of an employee, management can select a yes or no from the drop-down list against the questions.

Recommendations Section

In the Recommendation section, the evaluator can put any recommendations for the employee.

Employee Evaluation

Final Comments Section

You can input the final comments related to the evaluation in this section.

Employee Evaluation

Management Signature Section

The signature section consists of the signatures of the evaluator and the department heads.

Employee Evaluation

Usually, the evaluation process differs from company to company. The aim of the evaluation is almost the same.

Thus, decisions like training, appraisal, promotion, demotion, and even termination of employees can be taken by a regular evaluation process.

Advantages of Performance Evaluation

  • Regular, timely, and unbiased evaluations help employers to match employee qualifications to job assignments.
  • It provides an assessment of individual strengths and weaknesses of employees and gives a brief idea about the collective talents by department or team.
  • For training and development of employee skills, evaluations are necessary.
  • It helps the employee to perform their job duties to meet their employer’s expectations.
  • In many organizations, salary/wage increment or promotion depends on the performance. Thus, it helps in the recognition of employee efforts and defines their growth prospects.
  • It gives the management an opportunity to recognize employee’s hard work, dedication as well as commitment.
  • This allows the management to segregate highly proficient workers to assign additional duties and responsibilities, or even promote to a leadership role.

Disadvantages of Performace Evaluation

  • Arbitrary standards can make an employee feel devaluated and underappreciated.
  • Biased evaluations by supervisors or department heads can lead to employee dissatisfaction.
  • If the performance evaluation is done poorly, the employees do not invest the energy and care that is necessary to genuinely improve.
  • Strict evaluation often leads to higher anxiety levels in employees when they are unsure of what to expect.
  • Frequent reviews make the evaluation meaningless and waste time.
  • Too kind review by inexperienced managers or supervisors can lead to a decrease in the efficiency of employees.

We thank our readers for liking, sharing, and following us on different social media platforms.

If you have any queries please share in the comment section below. I will be more than happy to assist you.

Frequently Asked Questions

What is the ideal practice for conducting Performance Evaluations?

Usually, it depends on the industry. The ideal practice is to conduct performance reviews once a year. Some companies do it biannually or quarterly.

What preparations are necessary by an employee for performance evaluations?

The employee must keep notes of his accomplishments, training, and other issues that take place throughout the year. Moreover, an employee must self-evaluate himself/herself based on the previous year’s evaluation. Prepare points to be put up for discussion and suggestions for increasing performance.

Does every employee get an appraisal after the performance?

Appraisals depend on the company’s HR policy. Not every employee needs to get an appraisal or promotion.

What is the ideal time to be given for a performance review meeting?

Performance review meetings must be conducted before to inform all the employees about it. Later on, a minimum of 1-2 hours must be given to each employee individually to discuss the same one-on-one with them.

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About Shabbir Bhimani

I have worked in Excel and like to share functional excel templates at ExcelDataPro.

Comments

  1. saurabh says

    September 10, 2017 at 1:44 pm

    Very Nice Sir I want to learn advanced excel(MIS) level
    please sir guide to me.

    Reply
    • Fahim Lashkaria says

      September 10, 2017 at 1:48 pm

      Thanks. Happy to know it was helpful to you. What exactly you want to learn you.

      Reply
      • A. ASIF ALI says

        January 17, 2018 at 7:56 am

        Excellent work sir…. Very kind of you… Thanks for sharing….

        Reply
        • Fahim Lashkaria says

          January 17, 2018 at 8:01 am

          Happy to hear that it was helpful to you. Now it’s your turn to help others. Share it on your wall of all social media accounts you have and the groups/communities where you are a member. Thanks

          Reply
  2. Surekhaa says

    February 8, 2018 at 7:52 am

    Dear Sir,
    Thank you so much for sharing the great work. Amazed to see the simple and workable worksheets. Great job Sir.
    Sir, I have a query regarding Employee Evaluation Template, if the total overall score is out of 100 points, then max.score is distributed 50 (Functional skills) +25 (Interpersonal skills) +15 (Leadership skills) = 90, I did not understand the distribution of remaining 10 points.
    Please clarify on the same.
    Thank you in anticipation.
    Regards,
    Surekhaa

    Reply
    • Surekhaa says

      February 8, 2018 at 8:07 am

      Also, if the total is 67 (38+10+19), how does the overall score come to 74?
      Please clarify my doubt Sir.
      Thank you.

      Reply
      • Fahim Lashkaria says

        February 9, 2018 at 6:02 am

        Hi Surekhaa,

        Thanks for the appreciation. Glad to know that our templates are helpful to people and eventually fulfill our purpose of making them.

        Coming back to your query:
        In the leadership skills section the first and second question scores are out of 10. This has been mentioned in the article. You might have skipped this.

        Thanks and Regards.

        Reply
      • USAYED says

        April 5, 2018 at 2:10 am

        hi Surekhaa did you got your reply for how the total overall score comes to 74.
        As i see the link in excel is pointing to Fahim Sir’s document download directory.

        =+’D:\Users\Fahim\Downloads\[Appraisal or evaluation sheet.xls]dhruvin AD’!C64+’D:\Users\Fahim\Downloads\[Appraisal or evaluation sheet.xls]dhruvin AD’!C50+’D:\Users\Fahim\Downloads\[Appraisal or evaluation sheet.xls]dhruvin AD’!C34

        Fahim Sir,
        Can you please share with me the calculation excel. It would be much helpful for me.

        Thanks and Regards.

        Reply
        • Fahim Lashkaria says

          April 5, 2018 at 10:55 am

          Hi Surekha and USAYED,
          Thanks for bringing it to my knowledge the discrepancy. There was a mistake in a formula which was calculating the total marks which has been rectified. A new file has been uploaded and you can now download the rectified template from the link.

          Reply
    • Fahim Lashkaria says

      February 9, 2018 at 6:03 am

      Thanks

      Reply
  3. VINCENT says

    March 26, 2018 at 7:49 pm

    Sir, in the employee evaluation excel the max total has 90 only. Can you include other attributes to make 100

    Reply
    • Fahim Lashkaria says

      March 27, 2018 at 12:00 pm

      Reply to this query has already been given. Please check the reply in the comments section.

      Reply
  4. leah says

    July 19, 2018 at 7:52 am

    hi sir,
    if the score or the overall progress is 67 , how would we determine if the employee passed the evaluation. What will be his/her adjectival rating? Is there a bracket where the score 67 falls.?

    Reply
    • Fahim Lashkaria says

      July 20, 2018 at 10:44 am

      Functional skill has a total of 50 marks whereas interpersonal skills and leadership skill have 25 march each. This equals the total to 100. The passing of the candidate depends on the company. Some company set their base at 35 and some at 50. So its solely upon the job profile and the company management to decide the passing mark up.
      The overall score is displayed of the employee is displayed on the right-hand side above the interpersonal skills.

      Reply
  5. Deepti says

    May 10, 2020 at 8:37 pm

    HELLO.
    I am getting 131 as my total score , can u please give me the breaking of it ?

    Reply
    • Fahim Lashkaria says

      May 11, 2020 at 10:29 pm

      The score should be between 0-100. Might be some mistake in formulas or input scores. Please recheck and read the article properly to get the actual score.

      Reply
  6. SP says

    July 1, 2020 at 1:00 am

    Hello, great template. How do I download?

    Reply
    • Fahim Lashkaria says

      July 2, 2020 at 12:46 pm

      There is a green download button in the article click on that green button to download

      Reply
  7. NILESH MEHTA says

    September 22, 2020 at 4:36 pm

    Hello, Fahim sir,

    I need to create one excel for evaluation purpose,

    Can you help me?

    Reply
    • Fahim Lashkaria says

      September 22, 2020 at 8:51 pm

      Hi Nilesh, please contact info@exceldatapro.com

      Reply
  8. Njabulo Zondo says

    January 14, 2021 at 2:32 pm

    Kindly forward me with the latests

    Reply
    • Fahim Lashkaria says

      January 15, 2021 at 11:06 am

      What latest do you want? The latest template has already been updated.

      Reply
  9. Evelyn says

    March 26, 2021 at 3:26 am

    Greetings,
    Thank you so much for so thoughtful and detailed form. It will be very useful.

    I was wondering if you have available or could make one for the employee’s self-evaluation?

    Cheers!

    Reply
    • Maureen says

      October 28, 2021 at 10:15 pm

      No reply. Guess we will have to make our own…..

      Reply
    • admin says

      October 29, 2021 at 6:45 am

      No we don’t have it and will definitely make it for you but we are running in backlogs and so not sure if it can be done right away.

      Reply

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