Self-Evaluation Template

In a self-evaluation or self-assessment, employees assess their own job performance, as well as their strengths and areas of improvement.

By including self-evaluations as a part of the performance review, employees will become more involved and committed. Use our self-evaluation template so:

  • Employees can easily assess themselves on their mobile phone or PC
  • Managers get the results of the evaluations in real-time through e-mail
  • Self evaluation answers and insights can be analyzed through reports, to create an action plan for employee improvement

self evaluation form

Self-Evaluation Template

In a self-evaluation or self-assessment, employees assess their own job performance, as well as their strengths and areas of improvement.

By including self-evaluations as a part of the performance review, employees will become more involved and committed. Use our self-evaluation template so:

  • Employees can easily assess themselves on their mobile phone or PC
  • Managers get the results of the evaluations in real-time through e-mail
  • Self evaluation answers and insights can be analyzed through reports, to create an action plan for employee improvement

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

Why Are Employee Self-evaluations Important?

Employee self-evaluations 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-evaluation 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-evaluations demonstrate a collaborative company culture because the voice of the employee is taken into account.

7 Tips to Make Your Self-evaluations More Meaningful

1. Talk about your career

The self-evaluation 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-evaluation 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-evaluations 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-evaluation 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-evaluation 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 for Self-Evaluations?

Multiple devices
Quick & Easy Self Assessments
Forget lengthy forms! Employees can quickly do their self-evaluation on any device they want.
personal interaction
Conversational Style
Encourage honest appraisal by turning the evaluation into a conversation. Include tips within the questionnaire, or provide personalized feedback upon completion.
email and integrations
E-mail & Integrations
Ditch the paperwork. Send the results of the self-assessment via e-mail or transfer it to your HR system using our one of our many integrations.
survey branding
Customize Everything
Add your logo, colors, and branding, as well as pictures, videos and gifs to create an engaging experience to you self-evaluation form

Self-Evaluation Form Example

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

Self-Evaluation Example Questions

As seen in the sample self evaluation 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-evaluation on a number of job-specific skills, e.g. “I am constantly trying to innovate as much as I can”
  • Quantitative self-evaluation 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-evaluations are ideally suited for this.

While self-evaluation through paper forms, PDF or Word documents is 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-evaluation survey tools