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Template

Employee Self-Evaluation Template for Word and Google Docs

Global HR

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Take the guesswork out of performance evaluations with our structured self-evaluation template. It provides clear guidance, practical examples, and actionable tips for meaningful evaluations.

Download the free template and boost the effectiveness of your performance reviews.

Employee self-evaluation template overview

Whether you’re an HR leader or an individual contributor, this employee self-evaluation template helps streamline the review process. The template includes:

  • Comprehensive employee self-evaluations for performance reviews template
  • Includes step-by-step instructions, tips, and examples to guide users
  • Collects qualitative and quantitative input with open and rating questions, using the following scale:
    1. Very poor
    2. Poor
    3. Average
    4. Good
    5. Excellent
  • Encourages measurable, thoughtful responses to highlight achievements and identify growth opportunities
  • Structured template to align individual performance with team and organizational goals
  • Flexible and adaptable for both HR managers and individual contributors

How to use this employee self-evaluation template for performance reviews

Follow these steps for an effective self-evaluation and performance review process that boosts employee engagement and professional development:

Instructions for HR teams setting the evaluation process

  1. Consider whether you want to collect qualitative, quantitative data, or both—the template collects both, but consider whether you need to adjust the rating scale to match your organization’s performance review system
  2. Use the “To be filled by HR” section to outline role expectations and align goals with organizational objectives
  3. Share this template with employees in advance to give them ample time to reflect
  4. Empower your team to reflect, grow, and align their goals with organizational success
  5. Encourage managers to review responses before final performance conversations to foster meaningful discussions

Instructions for individuals filling in the template

  1. Take time to review your job description, previous goals, and any feedback received over the review period
  2. Use examples and metrics wherever possible to illustrate your achievements
  3. Be honest about areas for growth—this is your chance to request resources or support for improvement
  4. When setting goals for the next year, ensure they are SMART (Specific, Measurable, Achievable, Relevant, Time-bound)

For more tips, consult our guide: Actionable Self-Assessment Tips for Employees Writing Performance Reviews

FAQs

An employee self-evaluation form should include sections for:

  1. Employee name
  2. Job description
  3. Review period

It should prompt employees to assess their job performance based on core values, job responsibilities, and performance metrics relevant to their role.

Sections should cover:

  1. Specific examples of achievements from the past year
  2. Areas for professional development
  3. Performance or development goals for the upcoming evaluation period

Additional sections for self-reflection on skills such as time management, teamwork, problem-solving skills, and communication skills provide a holistic view of an employee’s strengths and areas for growth.

Self-assessments play a critical role in the employee performance review process by fostering self-reflection and encouraging employees to take ownership of their job performance. Self-assessments provide HR and managers with insight into employees’ perspectives on their professional development and career goals.

They also serve as a basis for constructive feedback and set the stage for open discussions around performance appraisal metrics, areas for improvement, and future performance goals aligned with core values and team needs.

In a personal self-appraisal, start by reflecting on specific examples of how you met or exceeded your job responsibilities over the evaluation period. Address your contributions to team projects, improvements in problem-solving skills, and steps taken toward career development. Discuss employee engagement initiatives you participated in and any peer feedback you received and acted upon. Conclude by noting areas for growth and setting goals for the next period.

In your self-review:

  1. Highlight specific accomplishments that align with your job responsibilities and the core values of the organization
  2. Mention any professional development activities, such as mentoring team members or enhancing workflows for greater efficiency
  3. Reflect on teamwork and how you’ve contributed to employee engagement and supported team members
  4. When discussing areas for improvement, frame them as performance goals for the next review period to show initiative and self-awareness

When writing your overall performance summary, summarize your job performance over the evaluation period by discussing major accomplishments, core strengths, and contributions to team goals. Highlight your communication skills, problem-solving abilities, and time-management techniques.

If applicable, mention how you’ve supported peer feedback processes, contributed to career development initiatives, or helped with onboarding new team members.

Close with a note on any performance evaluation metrics that show your impact and set goals for future growth.

An example of a positive self-evaluation could be: “During this review period, I successfully led a project that streamlined workflows, resulting in a 20% efficiency increase. My communication skills allowed for effective collaboration with team members across departments, aligning our goals and boosting productivity. Additionally, I participated in mentoring sessions, supporting onboarding for new hires, which enhanced our team dynamics and employee engagement.”

Here are some examples of self-evaluation accomplishments include:

  • “Exceeded project deadlines by improving time management and creating streamlined workflows.”
  • “Led a peer review initiative that provided constructive feedback to enhance teamwork and job performance.”
  • “Developed career development resources that increased employee engagement and skill growth.”
  • “Implemented a new tracking system aligned with performance evaluation metrics and improved job responsibilities management.”

An example of a self-evaluation performance goal could be: “Enhance my time management and project organization skills to complete projects within deadlines and improve efficiency.”

Another example might be: “Increase my communication skills to foster clearer, more effective collaboration with team members and human resources.”

These goals align with both career development and job performance objectives, benefiting both the individual and the team.

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