ANNUAL EMPLOYEE EVALUATION

COMPANY X

DATE

Employee Name:      

Evaluation Period:       to      

Review Date:      

Supervisor’s Name:      

Annual Employee Evaluation

I. Job Performance:

Functional Description Employee Manager

Area Rating Rating
a) Knowledge Understands job functions, requirements, tools, and Please Select Please Select
processes associated with this position.
b) Execution The ability to ‘get things done’. Follows through on Please Select Please Select
tasks/projects until completion, completes tasks/projects in
a timely manner and according to schedule, overcomes
obstacles, proposes solutions rather than excuses.
c) Problem When posed with a problem the ability to develop timely Please Select Please Select
Solving solutions with alternatives.

d) Process Improves existing processes to either increase productivity, Please Select Please Select
Improvement quality, or customer satisfaction.

e) Safety Practices safe work habits and encourages others do the Please Select Please Select
same. Identifies ways to improve the safety of the work
environment.
f) Productivity Amount of quality work performed as compared with Please Select Please Select
peers.
g) Quality Quality of work performed or products produced. Please Select Please Select

h) Initiative The initiative to identify work to be performed and Please Select Please Select
perform the work without being directed by others.
Arrives to work on time, works on days scheduled, and Please Select Please Select
i) Attendance &
Punctuality requests time off with sufficient advance notice.

j) Organization Organized workspace and in the approach to working. Please Select Please Select

k) Adaptability Easily adapts to changes in the workplace, requirements, Please Select Please Select
schedule, and priorities.

Employee’s Self-Observations
Strengths      

Weaknesses      

Manager’s Observations
Strengths      

Weaknesses      

Manager’s Recommendations
1)      
2)      

Annual Employee Evaluation

II. Customer/Client Relations:

Functional Description Employee Manager

Area Rating Rating
a) Telephone Personable skills answering the phone; being courteous Please Select Please Select
Skills and respectful to the customer/client and fully addressing
their needs.
b) Problem Solves customer/client problems; clearly defines and Please Select Please Select
Resolution understands the problem and fully resolves the problem to
the customers’ satisfaction.
c) Salesmanship Sells to the customer according to their requirements and Please Select Please Select
needs; clearly defines and understands the customers’
requirements and closes the sale which results in a lifetime
customer.
d) Initiative Goes out of their way to satisfy customers/clients; Please Select Please Select

e) Proactiveness Contacts customers/clients proactively; proactively works Please Select Please Select
with customers/clients to prevent problems, answer
unasked questions and develop their relationship and
loyalty to the company.
f) Politeness Displays politeness to the customer/client; always says Please Select Please Select
thank you, please, and speaks in a polite tone and manner.
g) Personal Proper attire and grooming when meeting with a Please Select Please Select
Appearance customer/client; attire matches or exceeds
customer/clients’ attire, is appropriate for the environment,
neatly groomed giving an appearance of professionalism
and respect for the customer/client.

Employee’s Self-Observations
Strengths      

Weaknesses      

Manager’s Observations
Strengths      

Weaknesses      

Manager’s Recommendations
1)      
2)      

Annual Employee Evaluation

III. Communication Skills:

Functional Description Employee Manager

Area Rating Rating
a) Verbal Ability to communicate clearly and effectively to others Please Select Please Select
through verbal communication.
b) Technical Create technical documents which adhere to corporate Please Select Please Select
Writing standards, clearly communicates technical details, and
presented in an organized manner.
c) Creative Ability to influence readers through creative writing
Writing resulting in a change in perception of value, urgency,
quality, or other abstract qualities.
d) Influence The ability to influence others through effective Please Select Please Select
communication (verbal, written, illustrative, etc.).
e) Presentations Quality, clarity, and effectiveness of presentations.

f) Relationships Relationships with co-workers, management, suppliers, Please Select Please Select
and customers.
g) Listening Ability to listen to and understand others, including the Please Select Please Select
practice of active listening.
h) Negotiation The ability to act in a profession manner and negotiate to Please Select Please Select
gain new opportunities, discover new solutions, resolve
disputes, agree upon courses of action, bargaining, or
create outcomes which satisfy everyone’s interests.
i) Facilitation Planning and running effective and impartial meetings Please Select Please Select
which results in consensus in either solving a problem or
making a decision; or effectively presenting information.
j) Responding to Ability to resolve a dispute or conflict where all parties are Please Select Please Select
Conflict satisfied with the outcome.

Employee’s Self-Observations
Strengths      

Weaknesses      

Manager’s Observations
Strengths      

Weaknesses      

Manager’s Recommendations
1)      
2)      

Annual Employee Evaluation

IV. Interpersonal Skills:

Functional Description Employee Manager

Area Rating Rating
a) Interaction with Works well with co-workers, respects others, and has the Please Select Please Select
Coworkers respect of others.

b) Interaction with Works well with Supervisors, respects their authority and Please Select Please Select
Supervisors interacts in a professional manner.

Works will with Clients resulting in established and Please Select Please Select
c) Interaction with
Clients committed relationships with the clients.

d) Motivational Ability to motivate others which results in the desired Please Select Please Select
Skills outcome (perform a task, change of attitude, etc.)

e) Leadership To have a vision and to effectively communicate it to Please Select Please Select
others resulting in a change in human behavior.

Employee’s Self-Observations
Strengths      

Weaknesses      

Manager’s Observations
Strengths      

Weaknesses      

Manager’s Recommendations
1)      
2)      

Annual Employee Evaluation

Signature Page

Please print and sign once all sections are completed. The Supervisor will file both electronic
and printed copies with the HR Department.

I am signing this form to indicate that I have received it and completed my portion. My
signature does not necessarily indicate that I agree with the contents.

______________________________________ ____________________
Employee’s Signature Date

______________________________________ ____________________
Supervisor’s Signature Date

Annual Employee Evaluation