Create an Employee Evaluation Process That Fulfills Key Goals

BPM software

Employee evaluation can feel stressful, but it can keep everyone aligned toward the right goals.

The employee evaluation process is important not only to your managers and HR people but also to employees themselves. Employees want to know what is expected of them and how well they have measured up. Most are ready to address shortfalls when they are presented tactfully and constructively.

By performing regular employee evaluations, you keep lines of communication open between employees and their supervisors, and you can keep emerging employment problems from gaining traction. Tracking and documenting employee performance is essential, particularly if you ever have to fire or discipline a worker: having a “paper trail” showing that you gave notice and worked with the employee to correct a problem can help prevent legal problems should it come to that.

But most of the time, employee evaluations offer the people on both sides of the table an opportunity to reassess progress, reflect on what has gone well, and resolve to take care of any areas where there is room for improvement. Believe it or not, your form software can make a difference in how well your employee evaluation process goes. Here’s how.

Create Standards and Ways to Measure Them

It isn’t fair to assess employee performance when you haven’t spelled out what is expected of them. Training programs, daily communication, and other notifications should make clear what each person’s responsibilities are and how you will determine if they are meeting them. If for example, a clerk is expected to process at least ten application forms per day, it’s important for them to know that and to know what will happen if that number falls to seven, or five, or if productivity drops for a period of longer than a day or two. When both employee and supervisor know what is expected and how progress is to be measured, there will be fewer surprises at evaluation time.

Track Employee Performance

Tracking employee performance does not mean micromanaging them. And fortunately, micromanaging isn’t necessary if you use form software that automatically tracks work processes. You can create online forms that recognize when a particular user logs in, adding time and date stamps automatically. Furthermore, your online forms can be made to send data to other spreadsheets, databases, or software, so you can easily keep track of which employee has completed which process, and how many times they have done so in a given time period. The right form software can automatically generate periodic reports containing this information.

BPM software

Many employee evaluation metrics can be tracked automatically with the right form software.

Offer Evaluation At least Once a Year

For most workplaces, annual or semi-annual employee evaluations are enough to keep everyone on the same page and to address any emerging problems before they can worsen. Some industries, however, may find that quarterly evaluations are better for everyone. You’ll have to consider all the factors and determine what evaluation schedule is right for you. The important thing is that your employees know how often they will be evaluated, and what they will be evaluated on, and they understand how their performance is measured. Spelling it all out with each new employee that is brought on board will prevent misunderstandings.

Let Your Form Software Help You Throughout

PerfectForms is a form software that lets you create online forms for employee evaluation that are custom-tailored to your business needs. If your team members regularly use certain forms or processes, their interaction with the forms can be automatically logged and time-stamped. And PerfectForms can be made to gather data and create informative reports at regular intervals. If you want to know who has completed how many processes each week, you can easily do so. By logging everything automatically, aspects of performance can produce a fair evaluation of how well each employee is doing.

The cherry on top of all this is that you can try out PerfectForms for free by signing up for a trial. Discover for yourself how easy it is to create the online forms and workflows that streamline operations, document critical metrics, and help your employees perform to the best of their ability.

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