Periodically, employee evaluations are conducted by companies to assess and to aid their employees towards achieving career goals and improvements. There is one type of evaluation procedure which is not intended to be filled out by any supervising personnel or manager of a company, rather by the employee himself. And this evaluation procedure will be accompanied by a type of form which is known as an employee self-evaluation form.

What Is an Employee Self-Evaluation Form?

An employee self-evaluation form is a document that companies use to allow their employees to record their self-evaluations, opinions, and observations about their own work performances. The form is often used during the evaluation period of the company, specifically along with the evaluation of the manager to the employee who will be evaluated.

Employee Self-Evaluation Form Sample

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Types of Employee Self-Evaluation Form Formats

There are two main types of formats that companies can choose from when making employee self-evaluation forms, and these are stated below:

Employee Self-Evaluation Forms in DOC Format – This is suitable to be used by companies who prefer to use printed forms rather than electronic forms. Moreover, an employee self-evaluation form in “.DOC” format is also easy to create and has a smaller or lighter file size as compared to the other format. However, the downside of using this format is that it allows anyone who has access to the original file or form template to change and alter the contents, layout, and entry fields of the form.

Employee Self-Evaluation Form in DOC

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Fillable Employee Self-Evaluation Forms in PDF Format – If the preference of a company is to use electronic forms and send their employee self-evaluations by using email addresses and technological platforms, then the type of format to consider using should be the “.PDF” format which stands for “portable document file” format. Employee self-evaluation forms in “.PDF” formats are fillable and secured at the same time since the contents of the form will not be changed by the targeted user or the employee unless with the use of a converter which adds to the process of using the form. In addition, this type of evaluation form can also be printed out just like the aforementioned “.DOC” formatted form, however, the difference is that with a “.PDF” format, the form’s contents and layout will be retained regardless of the printer or device to be used in accessing the form unlike the “.DOC” format which will adjust based on the device.

Fillable Employee Self Evaluation Form

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How to Get Employee Self-Evaluation Forms

An employee does not need to request for a self-evaluation form from the company management since the form will be provided in the duration of the company’s evaluation period. However, the one who must get and prepare the form for the employee is the department manager who will be supervising the evaluation and will soon be giving his own evaluations and observations about the employee.

College Employee Self-Evaluation Form

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How to Create an Employee Self-Evaluation Form

Step 1: Place the title of the form along with the instructions to be followed by the evaluating employee.

The title of the form should be placed in the topmost center portion of the form in bold or in an emphasized font style. The instructions, on the other hand, must be indicated below the title and must be concise and easy to understand.

Step 2: Make a section which will be allotted for identifying the employee.

This is where the employee’s identification number, name, job position or title, and his intended review period will have to be stated. In addition, the employee’s number of years and employment category or type in the company can also be included in this section of the form.

Step 3: Enlist the evaluation questions.

Questions which are for determining the employee’s self-evaluated strengths and weaknesses should be the focus of the evaluation form. Furthermore, rating scales with items to be scored by the employee can also be considered as an alternative for the evaluation questions but it must have accompanying areas or text boxes to cater to the employee’s explanations as to why decided or stated a specific rating.

Step 4: Include a comments section.

The comments section is not to be filled out by the evaluating employee, rather by his manager or the evaluation supervisor. This will be the area where the evaluation supervisor will be able to disclose his thoughts about what the employee evaluated and observed in himself within the specified evaluation period. Additionally, a signature block can also be placed below the comments section which will be for the signatures of both the supervisor and the employee to indicate that they have discussed the evaluation.

Employee Self-Evaluation Instructions Form

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Employee Self-Evaluation Form FAQs

Why are employee self-evaluation forms important for companies?

Employee self-evaluation forms not only document the evaluations of employees regarding themselves but also document their ownership about their own performances and how they view themselves. The evaluations in the form can also be used by managers and supervisors to have a readily-available document which will aid them in recalling the performances of the employee along with other work reports and paperwork.

Should an employee self-evaluation form be used alone for a performance appraisal?

No. Employee self-evaluation forms must not be used alone or be the only basis for a performance appraisal in the workplace. This is due to the reason that self-evaluations may be biased and be based only on the perception of the employee, and not on objective data that the manager and supervisor can provide.

Employee Self-Evaluation Form Template

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Benefits of Using Employee Self-Evaluation Form Templates

One of the most common benefits of using employee self-evaluation form templates is that it allows the company’s document-preparer to easily create the self-evaluation form by customizing and changing the elements of the template as compared to making the form with no basis or guide.

Another benefit of using an employee self-evaluation template is that the template can be reused in the future for other instances or procedures requiring employee self-evaluation forms. Nevertheless, to effectively use the template, the document-preparer must ensure that he is downloading and using the right type of form template with the right format.

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