Free Downloadable Employee Self-Assessment Template for Work (Excel)

Looking to prepare for your next performance review? This Employee Self-Evaluation Form is here to help you reflect on your work, highlight your wins, and think about where you want to grow. It’s available in Word, PDF, or Excel, so you can use whatever format works best for you.

Why This Self Review Template Is Helpful

This form is designed to make self-evaluations less stressful and more meaningful. With it, you can:

• Think through what you’ve accomplished.
• Be honest about what’s going well and what could be better.
• Get ready for a productive conversation with your manager.
• Set goals that actually matter to you.

Who This Evaluation Template Is For

This self assessment example template for work is great if you’re:

• Getting ready for a performance review.
• Part of a team that values feedback and growth.
• A manager who wants to encourage self-reflection.
• In HR and need a consistent, easy-to-use evaluation tool.

How to Use the Self-Evaluation Form

1. Pick Your Version

You can choose between:

• A blank version to fill out from scratch.
• A sample-filled version to give you a head start with example answers.

2. Download and Open the File

Download the file in the format you prefer—Word, PDF, or Excel. Open it in the right app, and if you’re asked to enable editing, go ahead and click that button.

3. Fill in Your Info

Start by adding:

• Your name
• Your role or position
• The date you’ll submit it to your manager

4. Rate Yourself

You’ll see a table with a "Self-Assessment Areas" column. This is where you can list the different performance areas you want to evaluate. For each one, choose the rating that best reflects how you think you did:

• Needs Improvement
• Fair
• Good
• Very Good
• Excellent

There’s also a space for notes—feel free to jot down a quick example, a highlight, or anything you’re especially proud of.

5. Share Your Thoughts

At the bottom, there’s a section for overall comments. This is your chance to talk about:

• What you’re proud of
• What you’d like to work on
• What kind of support would help you grow
• Any goals you want to set for the next review period

6. Save and Share

Once you’re done, save the file with a clear name like Self-Evaluation_YourName_ReviewPeriod.docx. Then:

• Email it to your manager or HR
• Upload it to your review system
• Or print it out for your meeting

Self-evaluations aren’t just about looking back—they’re about looking ahead. This form gives you the chance to pause, reflect, and take ownership of your growth. Whether you’re proud of your progress or identifying areas to improve, every insight you write down is a step toward becoming even better at what you do.

Use this moment to be honest, thoughtful, and intentional. Your voice matters in your development journey—and this is a great place to start.