Employee Evaluation Checklist
4.8/5 with 199 votes
Table of Contents
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- Pre-discussion Issues
- Have job accountabilities been clearly established?
- Have job accountabilities been defined and prioritized?
- Have previous performance evaluations identified any issues?
- Have standards of performance been clearly defined in measurable terms?
- Has the performance gap been previously discussed with the employee?
- Are there any obstacles, outside the employee's control, that interfere with job performance?
- Discussion with Employee
- Review job accountabilities.
- Review defined performance standards.
- Recognize employee strengths and contributions.
- Explain performance gaps in measurable terms.
- Check for understanding by having the employee restate your explanation of performance gaps.
- Discuss improvement ideas, then ask the employee to develop a performance improvement plan for your review.
- Schedule a follow-up meeting.
- End meeting on a supportive note.
- Document the discussion phase; include a summary of what was said, expectations and responsibility.
- Contact HR if any potential disciplinary or legal issues arise.
- Follow up Meeting
- Review issues addressed in first meeting.
- Solicit employee improvement ideas.
- Negotiate an improvement plan.
- Document the plan, progress reviews and provide copy to employee.
- Establish follow-up timelines.
- Provide ongoing encouragement and support.
- Tips for Success
- Reinforce positive changes as they occur.
- Recognize and document positive performance improvement.
- Allow the employee time to talk and listen for understanding.
- Focus on the issue, not the person.
- Be specific.
- Anticipate possible employee reactions and prepare verbal responses.
- Prepare to handle disagreements.
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Presented by:
Alex Strickland
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150
Views: 150
Uses
10
Uses: 10
Tasks
33
Tasks: 33
Who it's for
This Employee Evaluation Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Employee Evaluation steps every time, regardless of who executes
- Save time - reuse a proven Employee Evaluation workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Employee Evaluation checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Employee Evaluation Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Employee Evaluation comes up again, start from your saved version and run it with clear ownership.
Rate this Checklist
5 stars
Scores 4.80 with 199 votes