Free Customizable Employee Evaluation Form in Excel Spreadsheet

Download this free Customizable employee evaluation form in Excel to simplify your performance review process. Designed for clarity and ease of use, this template includes rating scales, customizable criteria, and automated scoring—ideal for HR teams, managers, and small business owners.

What Is An Employee Evaluation Form?

An employee evaluation form is a professionally designed Excel spreadsheet that helps you assess employee performance across key areas. Whether you're conducting quarterly reviews or probationary assessments, this template provides a structured and consistent format for evaluating staff.

Who Can Benefit from This Staff Appraisal Template?

This Excel-based evaluation form is perfect for:

• HR professionals managing performance reviews
• Team leaders and department heads
• Small business owners tracking employee growth
• Organizations seeking a printable or digital review tool

Top Benefits of Using a Performance Review Spreadsheet

• Easy to Use: Clean layout with intuitive input fields
• Customizable: Modify criteria to match your company's goals
• Automated Scoring: Built-in formulas calculate total and average scores
• Flexible: Suitable for various review cycles (monthly, quarterly, annual)

What’s Included in this Free Employee Assessment Template

1. Employee Information Section

• Employee Name

2. Eligibility for Bonus/Promotion Section

• Eligibility for Bonus or Promotion: Indicate whether the employee qualifies for a bonus or promotion based on their performance.

3. Performance Criteria

Rate employees on customizable categories such as:

• Quality of Work
• Productivity
• Technical Skills
• Reliability
• Others

Tip: You can easily modify or expand these criteria to fit your organization's needs.

4. 5-Point Rating Scale

The template uses a 5-point rating scale:

• 5 – Outstanding
• 4 – Exceeds Expectations
• 3 – Meets Expectations
• 2 – Needs Improvement
• 1 – Unsatisfactory

4. Automated Scoring System

The template includes built-in calculations to help you evaluate each employee efficiently:

• Total Score: Automatically adds up all the ratings across the performance criteria.
  Example: If an employee receives ratings of 4 (Job Knowledge), 5 (Quality of Work), 3 (Communication), and 4 (Initiative), the total score will be 4 + 5 + 3 + 4 = 16.

• Average Rating: Automatically calculates the average score for each employee.
  Example: Using the same ratings, the average rating would be (4 + 5 + 3 + 4) ÷ 4 = 4.00.

  Additionally, the Average Rating cell is also color-coded to help interpret performance at a glance:

  • 🔴 Red: Low performance (1.00–2.99)
  • 🟡 Yellow: Average performance (3.00–3.99)
  • 🟢 Green: High performance (4.00–5.00)

5. Comments Section

Provide additional feedback or context for each employee's performance.

How to Use the Excel Employee Evaluation Form

Follow these detailed steps to complete the Employee Evaluation Form:

1. Download the Excel File
   Open the file in Microsoft Excel or any compatible spreadsheet software.

2. Enable Editing
   If prompted, click “Enable Editing” at the top of the Excel window to allow changes.

3. Enter Employee Name
   In the "Employee Name" column, type the full names of the employees being evaluated.

4. Customize Criteria (Optional)
   You are encouraged to edit, remove, or add performance criteria to better align with your organization's goals or the employee's role. The template includes default categories such as:

   • Job Knowledge
   • Quality of Work
   • Productivity & Efficiency
   • Communication and more...

5. Rate Performance Criteria
   For each performance category, assign a rating from 1 to 5 based on the employee's performance:

   • 1 – Unsatisfactory
   • 2 – Needs Improvement
   • 3 – Meets Expectations
   • 4 – Exceeds Expectations
   • 5 – Outstanding

6. Review Scores

   • Total Rating Score: Automatically calculated by summing all the ratings across the performance criteria.

   • Average Rating Score: Automatically calculated by averaging the total score based on the number of criteria rated.

   No manual computation is needed—just enter the ratings, and the template will do the rest.

7. Indicate Bonus/Promotion Eligibility
   In the "Eligible for Bonus or Promotion" column, specify whether the employee qualifies for a bonus or promotion (e.g., Yes/No or Not Applicable).

8. Add Comments (if applicable)
   If your version of the template includes a comments section, provide additional feedback or context for the employee's performance.

9. Save and Share
   Save the completed form and share it with HR, the employee, or relevant stakeholders as needed.