Organizations must evaluate employees' work to make changes and apply improvements and solutions. Managers can evaluate workers, it's true, but the best way of doing this is for workers to assess themselves. This way, businesses can focus on the overall perspective and learn how their employees achieve their goals. The best document for this is a Self-Evaluation Template. Next, we will discuss all the details of this crucial document.

A self-evaluation is a document that organizations ask their employees to complete to know how they see their own work in the company. This document's main objective is to determine how employees measure their performance and career development within the organization.

In other words, companies ask workers to reflect on and analyze their performance, mentioning their strengths and weaknesses and what they need to improve for the following performance review. 

If you're a manager or business owner and need a full picture of your employee's performance, you should include the following information in your self-assessment.

This section corresponds to the primary information of the employee. You should include it at the top of the document. The basic information section should include the following:

• Employee name;

• Employee Position;

• Supervisor;

• Date.

Self-evaluations are about responding to common questions about organizational activities. These questions can be divided into four main categories.

• What were your primary responsibilities in the period?

• Have these responsibilities changed over time?

• Do you carry out any other tasks or additional responsibilities?

• Is there something in your position you will change?

• How could your manager help you to be more successful in your job?

• Which tools or resources does your position require to improve your job or department?

• What activities did you perform to fulfill your responsibilities?

• Did you perform well in your duties during this period?

• Can you develop any part of your job better?

• How have you contributed to our department during this period?

• Have you had problem-solving skills?

• What do you believe are your main strengths?

• What personal aspects or competencies do you think are crucial to the success of your department? 

• What new contributions have you made to your department?

• How do you evaluate your communication skills?

• In which areas could you improve?

• What objectives or goals did you reach during this period?

• What tools did you use to reach your objectives?

• Did you work alone or with a team when developing your activities?

• What objectives did you not manage to achieve, and why?

• What new goals you and your colleagues planning to achieve in the next period?

• Will you need help from colleagues, managers, or extra resources to reach these objectives?

• What training programs did you take part in in the last period?

• Are there some areas you would like to train in?

• Do you believe your professional development needs improvement in some areas?

• Do you need extra knowledge, resources, or training to determine your job better?

• Can your line manager help you achieve your professional development goals?

• What expectations do you have about your professional future?

In this section, you will find some self-assessment templates you can use to present in your company, whether you're a company owner or an employee who needs to pass through an evaluation process.

This employee self-evaluation template is a simple document where employees can describe their achievements regarding their job performance and responsibilities. This document provides enough space for your workers to explain their company functions and how they achieved the central core values and work objectives. Finally, it includes a section mentioning any comment they want to make about their particular position and performance.

You can download this employee self-assessment template from Smartsheet.

This template is a simple document you can use when your organization needs to run quick self-evaluations. This document lets your employees quickly evaluate and describe their job performance. They can also understand their position's requirements, challenges and duties they face in their actual position, and what to do to improve their progress and self-awareness.

In contrast to other templates in this section, this document asks straightforward questions about the topic. Of course, since this is a Word document, you can include any of the questions we've shared before. 

You can download this simple self-evaluation employee form from Eforms.

Creating and delivering self-assessments can often present challenges since employees must learn exactly what to say or how to perform a review period. This template is one of the most complete self-evaluation forms in this section. Besides, it gives workers specific feedback areas for the self-evaluation process.

Companies can use this template to facilitate performance evaluation since every section describes what employees must explain. Organizations can ask workers for feedback on specific skills and knowledge in this evaluation form.

Some interesting feedback areas this document includes are job-specific skills, collaboration, leadership, personal integrity and ethics, responsiveness, professional development, areas for growth, and more.  

You can download this extended employee self-assessment template from Sampletemplates.

Performing a good self-assessment is more complex than it sounds. If you want your workers to accomplish a good evaluation process, you should ask them to:

The more concise and transparent your employees are when writing their self-assessments, the better they will communicate their ideas and performance to the manager. To do this, ask them to include numbers, exact quantities, dates, etcétera. This practice will clarify your employee's performance.

For example: “I increased my number of effective sales by 110%”.

Employees need to be aware of their performance within your company. They need to communicate their strengths and weaknesses and gain motivation when they determine how their activities are valued. Besides, employees let managers know they actively listen to their teams and superiors. This way, workers also inform bosses that they are fulfilling the company's vision.

On the other hand, if you're a manager or business owner, a self-evaluation process will let you know the key points of your employees and organization. At the same time, you can compare the current results with the past year's results and draw your conclusions.