Self-Assessment Tool

Self-assessments or self-evaluations allow you to self-reflect and consider your strengths and weaknesses. Respondents can gain insight that helps them improve.

For managers, self-assessments offer several benefits. They show how the employee sees themselves in the context of the team and the company. It also highlights any possible issues between the manager and the employee. And self-assessments offer an opportunity for feedback to managers about what motivates an employee.

Use a self-assessment tool to:

  • Receive personalized feedback. Both the manager and the employee receive a personalized PDF report via email or immediately at the end of the assessment
  • Discover strengths and weaknesses, character traits, biases and preferences, all in a single assessment.
  • Collect multiple self-evualations over time to keep track of each employee’s growth

self evaluation form

Self-Assessment Tool

Self-assessments or self-evaluations allow you to self-reflect and consider your strengths and weaknesses. Respondents can gain insight that helps them improve.

For managers, self-assessments offer several benefits. They show how the employee sees themselves in the context of the team and the company. It also highlights any possible issues between the manager and the employee. And self-assessments offer an opportunity for feedback to managers about what motivates an employee.

Use a self-assessment tool to:

  • Receive personalized feedback. Both the manager and the employee receive a personalized PDF report via email or immediately at the end of the assessment
  • Discover strengths and weaknesses, character traits, biases and preferences, all in a single assessment.
  • Collect multiple self-evualations over time to keep track of each employee’s growth

Create your own self-assessment
To use this template, simply sign up & choose ‘self-assessment’ as a template.
To use this template, simply sign up & choose ‘self-assessment’ as a template.

Why Are Employee Self-assessments Important?

Employee self-assessments can be done as a part of the performance review process or on an occasional basis. In both cases, there are a number of clear benefits in having the employees evaluate themselves:

  • The self-assessment stimulates the employee to think about their own performance and career evolution.
  • The outcome of the self-assessment will prepare both the employee and the manager for the evaluation meeting.
  • Areas of improvement can be discussed in a more effective way when they are detected by the employee.
  • Self-assessments demonstrate a collaborative company culture because the voice of the employee is taken into account.

 

Self-evaluations also have clear benefits from a HR or managerial perspective:

  • Improve your HR department’s decision-making process
  • Make informed decisions whether to terminate or give a raise to your employees
  • Improve employees’ personal and professional development
  • Effectively measure the performance of your employees
  • Easily determine which employees are contributing to the company’s organizational goals
  • Know your employees’ strengths, weaknesses, and areas for opportunities
  • Ensure the issues are addressed properly
  • Help your employees grow and perform up to their potential

7 Tips to Make Your Self-Assessment More Meaningful

1. Talk about your career

The self-assessment should not be focused solely on your job. It should also be focused on your long-term career plan. It’s an opportunity for you to reflect on how you’re doing in your career, not just your job.

From an employee perspective, if there is no a career plan or it’s not consistently followed, then use the self-assessment as an opportunity to sit down with your manager and discuss what’s really important in your career. Which additional skills do you want to build? Then you need to map out a plan together and make sure you’re in agreement.

2. Keep an open dialogue

Mapping your accomplishments to business value is essential to a more meaningful self-assessment, especially if your company’s performance reviews have a direct effect on wage increases or bonuses.

The self-assessment is an opportunity to build your perceived value, distinguish yourself and show how strong your contributions are. This is a time to really leverage your accomplishments or achievements.

3. Document your achievements

Cover the achievements you completed and be sure to include how and who it helped, as well as the impact on the business. Whether it’s adding numbers to the bottom line or streamlining processes, using specifics makes sure everyone is on the same page and that you concisely tell the full story including the problem, the fix and the end results, instead of simply describing a deployment.

4. Ask how self-assessments are used

Approach your supervisor and ask how self-evaluations are used by the company. Are they tied to bonuses, promotions or rewards? Who will they be shared with? Knowing the answers will give you insight into the tone you should take and how much effort is required.

5. Ask yourself the hard questions

  • Where can you take personal initiative and become a stronger employee?
  • What could you have done better this year?
  • What are your weaknesses and how can you improve on them?

6. Stay positive

Employee remarks should be 90 percent positive comments and 10 percent areas for development comments. Use this 10 percent of the self-assessment to explain your own plan to grow and develop in specific areas over the next year. Don’t bash bosses, co-workers or vendors, instead focus on you, your accomplishments and your professional development. After all, it’s a self-assessment and not a business evaluation.

7. Ask for training

Once you’ve outlined the areas where you’d like to grow, it’s a good idea to demonstrate a plan for how to get there. Use this as an opportunity to ask for whatever type of training could help you contribute more, whether it’s attending an SEO conference or taking a course on the newest version of SQL Server. Now is a good time to put in the request.

Why use Survey Anyplace as a self-assessment tool?

Multiple devices
Personalized Reports with ReportR
Generic analyses won’t cut it. ReportR allows you to send a personalized self-assessment report to both the respondent and manager. This report can contains both feedback, tips and insights to the self-assessment taker based on their answers as well as benchmark data or responses from other team members, perfect for managers.
formula
Complex Scoring Capabilities

Add a score to each potential answer. The self-assessment software will calculate a total score for each respondent as well as benchmarks or averages per team, department or entire company to get an accurate view of someone’s strengths and weaknesses, character traits, biases and preferences, and other shadings of personality.

integration
Integrate with your favorite HR system
Ditch the paperwork. Export all data and feedback to your favorite HR system using our one of our many integrations.
survey branding
Customize Everything
Add your logo, colors, and branding to your self-assessment and all assessment reports with our white label option.

Self-Assessment Example

To use this self-assessment template for performance reviews, sign up for Survey Anyplace, take the trial version of our Professional Plan, and choose ‘self-assessment’ as a template when creating a new survey.

Self-Assessment Example Questions

As seen in the sample self-assessment above, you should consider including questions about:

  • Accomplishments
  • Working in a team with colleagues
  • Adherence to processes, e.g. “I turn in documents on time”
  • Quantitative self-assessment on a number of job-specific skills, e.g. “I am constantly trying to innovate as much as I can”
  • Quantitative self-assessment on a number of core-skills, e.g. “My attitude is the best” 
  • Strengths
  • Areas for self-improvement
  • Suggestions for improvements in the company/workplace
  • Suggestions about training needs
  • Career expectations

 

For the quantitative evaluation questions, you can use a numeric or star rating question type. Always include the possibility to enter additional free text (non-mandatory), allowing the employee to clarify the score that was given.

It is important that the evaluation can be done efficiently and that the results are automatically transferred to a central system for effective follow-up. Online self-assessments are ideally suited for this.

While self-assessments through paper forms, PDF or Word documents are possible, these methods have significant disadvantages. Following the assessment, the data will need to be transferred to a central system which can result in errors and delays.

Improve employee engagement with our self-assessment tool.