How to Easily Design Great Employee Evaluation Forms

Employee evaluations are viewed with a certain amount of dread on the part of those being evaluated and those who do the evaluations. Employees want to believe they will be evaluated fairly, and those who perform evaluations want a fair process that isn’t too cumbersome or time-consuming.

Employee evaluation forms

It’s easy to allow employee evaluations to become too complex.

Exceptional employee evaluation forms are partly a matter of the forms’ content and partly a matter of execution: how practical, relevant, and straightforward they are. The right form creation software allows your HR professional to create forms that make sense, that are easy to process, and that are trackable at all times in the evaluation process. Here are some tips for designing excellent employee evaluation forms using form creation software.

Create Forms with These Elements

It’s important that employee evaluation forms include clear instructions and that they proceed in a logical fashion, so there’s no need to jump around and cross-reference to find specific information. They should be written with your particular “corporate language” so that they make sense to all parties involved. The information requested on these forms should be information that specifically helps you achieve the goals of the evaluation process.

Many companies create different forms for different roles, tailored to evaluate relative competencies. Forms should list appropriate competencies for the job, along with clear and relevant descriptions of the level of competency expected in the role. The 5-point scale is a popular rating mechanism, though many companies also require some evaluation to be expressed subjectively, so space for notes is important too.

Since not all competencies are of equal value, prioritize the competencies that are most important and list them first to ensure more time is spent discussing them. The goal is to provide employees with feedback to help them do the best work possible. Focusing on key competencies is the best use of that feedback.

Avoid These Mistakes with Employee Evaluation Forms

Managers simply don’t have time to evaluate every conceivable criterion. If you include too many criteria when you create forms for evaluation, you make the process superficial. It’s better to have fewer, more relevant criteria for evaluation. It may be a mistake to use a single, universal form for all employees. A pipe-fitter needs to be evaluated differently than a receptionist. However, forms may contain a handful of company-wide criteria for everyone.

Employee evaluation forms

Make evaluation forms suitable for the job they’re evaluating.

If you require free-form comments, they should apply to all employees. Some companies only require comments for the very best or the very worst employees. This can have the unintended consequence of supervisors avoiding giving out the best and worst ratings (even if they are deserved) because they don’t want to bother with comments.

Use Form Creation Software to Do Away with Paper Evaluation Forms

Online form builder software is the key to having an employee evaluation process that makes sense and is easy to track. Not only does form creation software allow you to do away with paper forms and the hassles that go along with them, it also allows for easy compilation and reporting of results, and can allow you to funnel data from the forms into other programs or databases. This helps ensure that mistakes are avoided, particularly if the data is used to calculate raises or other benefits. Make sure your form creation software is mobile-friendly so that those performing evaluations can accomplish their work on a tablet or laptop with maximum convenience.

Keep Supervisors Engaged by Providing Outstanding Employee Evaluation Forms

If your supervisors have employee evaluation forms that are created without thought or logic, everyone will dread evaluation time. Supervisors will be frustrated because their forms are needlessly complicated or irrelevant. Employees will understandably be wary of being evaluated by harried supervisors who don’t have adequate evaluation tools. Make employee evaluation time mean something. Produce clear results by designing evaluation forms that measure what’s important and that are easy to understand and use.

PerfectForms is form creator software that lets you create HR forms, like employee evaluation forms, and link them into more complex evaluation workflows. Programming is not required, since creating forms is done by dragging and dropping elements into place on a virtual canvas. You can build pixel-perfect forms, map workflows, and integrate your evaluation forms with other systems and you can use PerfectForms’ outstanding reporting features to better understand the results of employee evaluations. Watch our demo and see for yourself how easy it can be.


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