Free form template · Word

Employee Self-Evaluation Form

An employee self-evaluation form is a guided questionnaire that helps an employee reflect on their own work, skills, workload and job satisfaction. It is less formal than a self-appraisal and is often used before one-to-ones, development talks or mid-year check-ins rather than for ratings.

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[Company Logo][Company Name]

EMPLOYEE SELF-EVALUATION FORM

Company:: [Company Name]
Date:: [Date]
Purpose:: One-to-one / Mid-year check-in / Career discussion

About You

Employee Name	[Employee Name]
Employee ID	[Employee ID]
Designation	[Designation]
Department	[Department]
Reporting Manager	[Reporting Manager]
Date of Joining	[Date of Joining]
Work Location	[Work Location]

Reflection Questions

What piece of work are you most proud of recently, and why? [Answer]
Which tasks do you find most difficult or time-consuming? [Answer]
What feedback have you received from colleagues or customers? [Answer]
What would make you more effective in your role? [Answer]

Skills Self-Check Scale

Rating	Label	Description
4	Exemplary	Performance well above the standard in every area reviewed
3	Proficient	Solid, reliable performance at the expected standard
2	Developing	Progressing, but support is still needed in some areas
1	Below Standard	Performance is not yet acceptable for the role

Skill	My Current Level (1–4)	Want to Improve? (Yes / No)	How
[Technical skill 1]	[Level]	[Yes / No]	[How]
[Technical skill 2]	[Level]	[Yes / No]	[How]
Communication	[Level]	[Yes / No]	[How]
Time management	[Level]	[Yes / No]	[How]
Digital tools (Excel, ERP, CRM)	[Level]	[Yes / No]	[How]

Workload and Wellbeing Pulse

Statement	Agree	Neutral	Disagree
My workload is manageable within working hours	[ ]	[ ]	[ ]
I have the tools and information I need	[ ]	[ ]	[ ]
I feel respected by my team and manager	[ ]	[ ]	[ ]
I see a future for myself in this company	[ ]	[ ]	[ ]

Support Requested

Support or resources I need	[Answer]
Feedback I would like from my manager	[Answer]
Anything else I want to discuss	[Answer]

I have completed this self-evaluation honestly to support a constructive discussion with my manager.

Employee
[Employee Name]
Date: [Date]

Discussed with
[Reporting Manager]
Date: [Date]

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What this template includes

Open reflection questions that prompt specific answers
Skills self-check on a four-point proficiency scale
Workload and wellbeing pulse
Job satisfaction and engagement questions
Requests for support, feedback or resources
Employee acknowledgement

When to use it

Before a one-to-one or mid-year development conversation
Organisations without formal KRAs, such as small offices and NGOs
Helping employees prepare for a career discussion
Checking workload and wellbeing alongside performance

How to customise this template

1Pick the questions that fit the purpose (development, check-in, career)
2Replace the skill list with the skills for the role family
3Decide who sees the wellbeing section (manager or HR only)
4Offer it in Hindi or a regional language if your workforce prefers

HR tips

Explain that the form is for reflection, not for disciplinary use
Give employees at least three working days to complete it
Respond to every support request raised
Follow up any wellbeing concerns sensitively and confidentially

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Frequently asked questions

What is the difference between self-evaluation and self-appraisal?+

A self-appraisal usually rates performance against KRAs for the formal appraisal, while a self-evaluation is a broader reflection on skills, workload and development.

What questions should be in a self-evaluation?+

Questions on what you are proud of, what you find difficult, skills you want to build, how manageable your workload is and what support you need.

Is the self-evaluation confidential?+

It is normally shared with your manager and HR only. Companies should state clearly who will see it.

All 50 performance appraisal & reviews →

[Company Logo][Company Name]

EMPLOYEE PERFORMANCE REVIEW FORM

Company:: [Company Name]
Review Date:: [Date]
Review Period:: [DD/MM/YYYY] to [DD/MM/YYYY]

1. Employee Details

Employee Name	[Employee Name]
Employee ID	[Employee ID]
Designation	[Designation]
Department	[Department]
Reporting Manager	[Reporting Manager]
Date of Joining	[Date of Joining]
Work Location	[Work Location]
Review Type: Mid-year / Ad-hoc / Transfer / Employee-requested

2. Rating Scale

Rating	Label	Description
4	Exemplary	Performance well above the standard in every area reviewed
3	Proficient	Solid, reliable performance at the expected standard
2	Developing	Progressing, but support is still needed in some areas
1	Below Standard	Performance is not yet acceptable for the role

3. Core Job Factors

Form · Word

Employee Performance Review Form

Download .docx

[Company Logo][Company Name]

SELF-APPRAISAL FORM

Company:: [Company Name]
Appraisal Period:: [DD/MM/YYYY] to [DD/MM/YYYY]
Submit to Manager by:: [DD/MM/YYYY]

Employee Name	[Employee Name]
Employee ID	[Employee ID]
Designation	[Designation]
Department	[Department]
Reporting Manager	[Reporting Manager]
Date of Joining	[Date of Joining]
Work Location	[Work Location]

Rating Scale

Rating	Label	Meaning
5	Outstanding	Consistently exceeds all expectations; a role model for others
4	Exceeds Expectations	Frequently goes beyond targets and standards
3	Meets Expectations	Fully delivers what the role requires
2	Needs Improvement	Meets some expectations; clear gaps to close
1	Unsatisfactory	Does not meet the basic requirements of the role

Section 1: Self-Rating on KRAs

KRA	Weightage (%)	What I Achieved (with evidence)	Self Rating (1–5)
[KRA 1]	[%]	[Achievement]	[Rating]
[KRA 2]	[%]	[Achievement]	[Rating]
[KRA 3]	[%]	[Achievement]	[Rating]
[KRA 4]	[%]	[Achievement]	[Rating]

Form · Word

Self-Appraisal Form

Download .docx

[Company Logo][Company Name]
MANAGER EVALUATION FORM (UPWARD FEEDBACK)
Company:
[Company Name]
Manager Being Evaluated:
[Reporting Manager]
Department:
[Department]
Survey Closes:
[DD/MM/YYYY]
This form is anonymous. Do not write your name. Responses are collected by HR, combined with others and shared with your manager only as overall themes. Please answer honestly and respectfully, based on your own experience.
Agreement Scale
Score Meaning
5 Strongly agree
4 Agree
3 Neither agree nor disagree
2 Disagree
1 Strongly disagree
Section 1: Direction and Communication
Statement Score (1–5)
My manager sets clear goals and priorities for me [Score]
My manager keeps the team informed about changes [Score]
My manager is available when I need guidance [Score]
Form · Word
Manager Evaluation Form
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Score	Meaning
5	Strongly agree
4	Agree
3	Neither agree nor disagree
2	Disagree
1	Strongly disagree

Statement	Score (1–5)
My manager sets clear goals and priorities for me	[Score]
My manager keeps the team informed about changes	[Score]
My manager is available when I need guidance	[Score]

[Company Logo][Company Name]

KPI EVALUATION FORM

Company:: [Company Name]
Evaluation Period:: [DD/MM/YYYY] to [DD/MM/YYYY]
Form Ref.:: [Reference Number]

Employee Name	[Employee Name]
Employee ID	[Employee ID]
Designation	[Designation]
Department	[Department]
Reporting Manager	[Reporting Manager]
Date of Joining	[Date of Joining]
Work Location	[Work Location]

Achievement to Rating Scale

Achievement vs Target	Rating	Label
110% and above	5	Outstanding
100% – 109%	4	Exceeds
90% – 99%	3	Meets
75% – 89%	2	Partially Meets
Below 75%	1	Does Not Meet

KPI Definitions and Scores

KPI	Formula	Data Source	Weightage (%)	Target	Actual	Achievement %	Rating	Weighted Score
[KPI 1]	[Formula]	[Report / System]	[%]	[Target]	[Actual]	[%]	[1–5]	[Score]
[KPI 2]	[Formula]	[Report / System]	[%]	[Target]	[Actual]	[%]	[1–5]	[Score]
[KPI 3]	[Formula]	[Report / System]	[%]	[Target]	[Actual]	[%]	[1–5]	[Score]
[KPI 4]	[Formula]	[Report / System]	[%]	[Target]	[Actual]	[%]	[1–5]	[Score]
[KPI 5]	[Formula]	[Report / System]	[%]	[Target]	[Actual]	[%]	[1–5]	[Score]
Total			100					[Total]

Form · Word

KPI Evaluation Form

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[Company Logo][Company Name]

KRA EVALUATION FORM

Company:: [Company Name]
Appraisal Year:: [YYYY–YY]
Date of Evaluation:: [Date]

Employee Name	[Employee Name]
Employee ID	[Employee ID]
Designation	[Designation]
Department	[Department]
Reporting Manager	[Reporting Manager]
Date of Joining	[Date of Joining]
Work Location	[Work Location]

Rating Scale

Rating	Label	Meaning
5	Outstanding	Consistently exceeds all expectations; a role model for others
4	Exceeds Expectations	Frequently goes beyond targets and standards
3	Meets Expectations	Fully delivers what the role requires
2	Needs Improvement	Meets some expectations; clear gaps to close
1	Unsatisfactory	Does not meet the basic requirements of the role

Key Result Areas

No.	KRA	Weightage (%)	Success Criteria	Evidence of Achievement	Self Rating	Manager Rating	Weighted Score
1	[KRA 1]	[%]	[Criteria]	[Evidence]	[1–5]	[1–5]	[Score]
2	[KRA 2]	[%]	[Criteria]	[Evidence]	[1–5]	[1–5]	[Score]
3	[KRA 3]	[%]	[Criteria]	[Evidence]	[1–5]	[1–5]	[Score]
4	[KRA 4]	[%]	[Criteria]	[Evidence]	[1–5]	[1–5]	[Score]
5	[KRA 5]	[%]	[Criteria]	[Evidence]	[1–5]	[1–5]	[Score]

Form · Word

KRA Evaluation Form

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[Company Logo][Company Name]
EMPLOYEE FEEDBACK FORM
Company:
[Company Name]
Survey Period:
[Month] [YYYY]
Return by:
[DD/MM/YYYY]
Your feedback helps us make [Company Name] a better place to work. Writing your name is optional. Responses are read by HR and shared with management only as overall themes.
Name (optional) [Employee Name]
Department [Department]
Work Location [Work Location]
Length of service: Under 1 year / 1–3 years / 3–5 years / Over 5 years
Satisfaction Scale
Score Meaning
4 Very satisfied
3 Satisfied
2 Dissatisfied
1 Very dissatisfied
Your Views
Form · Word
Employee Feedback Form
Download .docx

Name (optional)	[Employee Name]
Department	[Department]
Work Location	[Work Location]
Length of service: Under 1 year / 1–3 years / 3–5 years / Over 5 years

Score	Meaning
4	Very satisfied
3	Satisfied
2	Dissatisfied
1	Very dissatisfied

[Company Logo][Company Name]

ANNUAL PERFORMANCE APPRAISAL FORM

Company:: [Company Name]
Appraisal Year:: April [YYYY] – March [YYYY]
Form Ref.:: [Reference Number]

Part A: Employee Details

Employee Name	[Employee Name]
Employee ID	[Employee ID]
Designation	[Designation]
Department	[Department]
Reporting Manager	[Reporting Manager]
Date of Joining	[Date of Joining]
Work Location	[Work Location]
Reviewer (Skip-level Manager)	[Reviewer Name]

Part B: Rating Scale

Rating	Label	Meaning
5	Outstanding	Consistently exceeds all expectations; a role model for others
4	Exceeds Expectations	Frequently goes beyond targets and standards
3	Meets Expectations	Fully delivers what the role requires
2	Needs Improvement	Meets some expectations; clear gaps to close
1	Unsatisfactory	Does not meet the basic requirements of the role

Part C: Key Result Areas (70% weightage)

Form · Word

Annual Performance Appraisal Form

Download .docx

[Company Logo][Company Name]

ANNUAL REVIEW FORM

Company:: [Company Name]
Review Year:: [YYYY–YY]
Meeting Date:: [Date]

Employee Name	[Employee Name]
Employee ID	[Employee ID]
Designation	[Designation]
Department	[Department]
Reporting Manager	[Reporting Manager]
Date of Joining	[Date of Joining]
Work Location	[Work Location]

Part 1: Year in Review (to be completed by the employee)

Three achievements I am most proud of this year	[Answer]
A challenge I faced and how I handled it	[Answer]
New skills or knowledge I gained	[Answer]
Something I would do differently	[Answer]
Support that would help me do my best work	[Answer]

Part 2: Objectives versus Outcomes

Objective Set Last Year	Outcome	Fully / Partly / Not Achieved	Manager Remarks
[Objective 1]	[Outcome]	[Status]	[Remarks]
[Objective 2]	[Outcome]	[Status]	[Remarks]
[Objective 3]	[Outcome]	[Status]	[Remarks]
[Objective 4]	[Outcome]	[Status]	[Remarks]

Form · Word

Annual Review Form

Download .docx

Employee Self-Evaluation Form

Preview of the form

About You

Reflection Questions

Skills Self-Check Scale

Workload and Wellbeing Pulse

Support Requested

What this template includes

When to use it

How to customise this template

HR tips

Hire top talent from BetterJobs

Frequently asked questions

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