Financial Wisdom

Employee Evaluation Checklist

Performance reviews should be tailored to your type of business and the nature of the employee's job function. The Evaluation Checklist below can serve as a model for the creation of one that is more appropriate for your needs.

You may want to print this page (or click here to download the pdf file) to record your information.

Employee _______________________________________________________
Department ______________________________________________________
Date of evaluation ________________________________________________
Evaluation prepared and delivered by _______________________________

Date of last evaluation _____________________________________________
Items identified in last evaluation to be reviewed.
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Evaluation Checklist

Evaluation Criteria
1 to 5 rating (5 = best)
Comments
Attendance & punctuality

Dependability

Appearance
Productivity

Work quality

Work quantity

Work consistency

Knowledge of job

Work skills

Managerial skills

Attitude

Cooperation

Enthusiasm

Initiative

Judgment



Other Items for Consideration

Accomplishments
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Strengths
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Weaknesses
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Problems to be addressed
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Follow up actions to be taken
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Other issues covered in performance review
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