This document sets forth an annual employee performance evaluation. This detailed
report provides sections for employee self-evaluation, development and learning,
employee goal setting, and manager review and evaluation. This form provides an
interactive scoring table to allow the employer to adequately record and then review
employee performance. This document is a sample template for an organization or
small business owner and can be modified to fit the unique needs of managers.
Annual Employee Performance Evaluation
Annual Employee Performance Evaluation
Employee Name:
Employee ID Number:
Department / Department Code:
Review Period:
Reviewing Manager:
Job Title:
Pay Grade:
Summary Job Description:
Section I: Company Values
Teamwork: Showing a willingness to work with our colleagues and for our customers.
Respect: Treating every individual with whom we work and those whom we serve with
respect and a high level of professionalism.
Integrity: Displaying ethics and integrity in all we do and remaining mindful of
compliance with policies, procedures, and regulatory requirements.
Generosity: Lending a helping hand to colleagues and being generous in our appraisals
of those with whom we work.
Learning: Showing a thirst for knowledge and improvement of our business and seeing
challenges as opportunities to learn.
Measurable Achievement: Being able to quantify our achievements and successes with
measurable goals and positive outcomes.
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Section II: Employee Self-
Evaluation
Rating Scale:
Employee is to complete this section prior
to his or her manager completing Section 5: Well Above = Consistently performs above expectations.
II.
4: Above = Frequently performs above expectations.
Rate yourself in the following areas in 3: Meets = Performs in line with expectations.
accordance with the Rating Scale at the
right. 2: Below = Frequently performs below expectations.
Sign and date your Self-Evaluation and 1: Well Below = Consistently performs below expectations.
make sure it is provided to your
evaluating manager prior to your
scheduled review date.
Rating Area 1: Customer Service Skills
Even if you do not regularly deal with customers, rate yourself on the way you deal with your
colleagues and superiors on a daily basis.
Rating Area Score Comments
I listen carefully and respond
professionally and politely to
requests made of me.
I deliver friendly and courteous
service to everyone with whom I
work.
I am concerned with improving
customer and key stakeholder
satisfaction.
I am always looking for ways to
improve efficiency and timeliness.
Manager Comments:
Rating Area 2: Interpersonal Relationships
Rating Area Score Comments
I work to establish and maintain
cooperative working relationships
and show respect to all those with
whom I work.
I handle interpersonal conflicts with
respect and professionalism.
Manager Comments:
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