FREE 4+ Employee Observation Forms in PDF | MS Word

Employment appraisals and promotions are based on the evaluations and assessments done by the employee’s supervisor and manager. These processes will require the supervisor to gather the records of the employee and determine if he was able to raise and improve from the previous quarter. Although an evaluation is efficient, some companies prefer to conduct employee observations wherein the employee will be observed within a certain period with regards to how he does his job, communicates and interacts with his fellow office mates, as well as how he accepts the responsibilities provided to him by the company’s superior officials.

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• Employee Suggestion Forms

Employee Observation Form Sample

What Is an Employee Observation Form?

An employee observation form is a document that companies use in conducting an observation procedure. The form plays an essential role in determining an employee’s ability and skills in the company. Additionally, this is also efficient in acknowledging the behavior of the employee and what possible aspects of his job contributed to how he behaves. With the form, the company will be able to conduct a job analysis that targets the employee’s improvement.

Certificated Employee Observation Evaluation Form

What’s Observed in an Employee Observation Form?

There are tons of matters to be observed in a workplace setting. However, most companies select only those that are relevant and can be improved within a certain period. Along with the general information of the employee are characteristics criteria that are rated by the supervisor based on the employee’s performance and actions. Below are some examples of the common criteria that are included in the observation form:

1. Employee preparation

This refers to the employee’s ability to organize his responsibilities and his knowledge of the job that is assigned to him. The employee’s daily plans of what will be completed within his working hours are also assessed. Additionally, the number of employee absences, complete attendance, and late logins are included to distinguish the employee’s level of preparation when he reports to his daily obligations.

2. Workplace engagement

This characteristic or criterion in an observation form is necessary to determine the employee’s ability to engage himself with the company and be part of the activities. It is important that an employee includes himself toward team building events, seminars, and presents himself well to every meeting that he will be attending. You may also like job safety observation forms.

3. Task delivery

The way the employee completes his tasks with enough quantity and good quality will be the focus of this criteria. The employee’s questions for the given tasks and how he meets the needs of the company is included as well as his delegation skill are also scored under this character category. You may also see feedback observation forms.

4. Professionalism

In this character criteria, the employee will be rated based on his ability to follow the company’s rules and regulations, as well as the instructions given to him by his supervisor. The way the employee speaks to the administration and his workmates are also necessary to be rated in the form. You may also like observation feedback forms.

Professional Employee Observation Form in DOC

Why Is an Employee Observation Form Significant?

The primary reason for using an employee observation form is for the company to acquire a detailed employee report and a documentation of why the employee will be promoted or subjected to a certain program. Other reasons why companies use the form are as follows:

1. Build trust, motivation, and acknowledge reality

With the form, the company management can assure transparency toward their employees and staff. When an employee blurts out the question of why he was given an employee promotion, the company will be able to provide answers. On the other hand, if an employee is required to attend seminars and workshops, the company will be able to give out a description of how and why the employee needs to complete the required sessions. Also, the form does not only focus on the strengths of the employee but as well as his weaknesses, which will aid the company to create a plan of how they can motivate and improve the employee’s way of working.

2. Opens an opportunity for gaining feedback

When the scores of the employee are being acknowledged to him, the supervisor will be able to gather employee feedback about how the employee perceives and plans for his improvement. Additionally, the employee can state suggestions and recommendations that will be considered by the supervisor to aid the employee through his improvement process.

3. Secures employee’s safety

In the workplace, employees can experience stress and pressure that can lead to them compromising their health. For this to be determined by the company of who among their employees are showing symptoms of an unstable medical condition, the employee observation form must be used. Companies can include a medical information section on the form that centers on the physical health and a set of checklist boxes for symptoms that indicate illnesses. Other safety measures that an employee observation form can provide is by means of determining if the working area of the employee is in a good condition. Additionally, to properly distinguish problems, the supervisor will need to ask the employee for safety complaints regarding his line of work as well as steps on how the management can fix the issues immediately. You may also see hazard observation forms.

School Employee Observation Form

Varying Formats of Employee Observation Forms

Employee observation forms can be in varying outlines and arrangements, but most of all, different formats. Companies use two main formats for their employee observations which are in a word document and in portable document file formats. The reason for using these formats is for the company to be able to cater a wider range of information with an easier process. Employee observation forms in word document formats are specifically used if the company prefers to hand out printed documents for their supervisors to begin conducting the observation procedure. On the other hand, employee observation forms in portable document file formats are chosen by companies for their online version of the form. This is often included on the company’s website or sent through electronic mails to the supervisors or observers. You may also like employee performance review forms.

One known benefit of using the word document format of the form is that it allows the supervisor or the user to manipulate the fields in order to customize based on the job position of the employee. For portable document file formats, the benefit is that the company management or administration will be able to protect the fields so that the user will not have the ability to change the sections on the form, which promotes uniformity throughout the company. You may also like peer observation forms.

Staff Reasonable Suspicion Observation Form

However, regardless of what the company prefers to use for their observation procedures, it is significant that their main goal should be the employee’s welfare and improvement as well as meeting the needs of their business clients. This goal does not only promote a better relationship with the people within the premises but also aids in acquiring the company’s success. You may also check out employee action forms.