Customizable Employee Self Evaluation Performance Review Template (PDF)

This free Self-Evaluation Performance Review Example is designed to help you reflect on your performance, identify your strengths, and set actionable goals. Available in PDF format, this template is easy to download, customize, and print for use in your performance appraisal cycles.

Use of the Self-Evaluation Form and its Benefits

This template helps you:

• Reflect on your contributions and challenges during a review period.
• Provide structured feedback on your own performance.
• Prepare for one-on-one performance discussions with your manager.
• Set clear, measurable goals for your next review cycle.

Benefits include:

• Encouraging self-awareness and accountability.
• Supporting fair and transparent performance reviews.
• Enhancing communication between you and your supervisor.

Who Typically Uses this Employee Self-Assessment Template

You might use this self-evaluation form if you are:

• Preparing for mid-year or annual reviews.
• Part of an HR department standardizing performance documentation.
• A manager facilitating performance conversations.
• Part of an organization promoting a culture of feedback and growth.

How to Customize the Template

1. Choose Between Blank or Sample-Filled Versions

This template is available in two formats:

• Blank Version – Ready for you to fill out from scratch.
• Sample-Filled Version – Includes realistic example data to guide you in completing your own evaluation.

2. Download the File and Make It Editable (If Prompted)

After downloading the file in your preferred format (Word, PDF, or Excel), open it in the corresponding application. If you see a prompt to enable editing (e.g., “Protected View”), click “Enable Editing” to make changes.

3. Fill in Employee Information

• Your Name
• Department
• Position/Role
• Review Period

4. Complete the Self-Assessment Table

Rate your performance in each area by checking the box that best represents your self-assessment:

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

You can customize the Self-Assessment Areas to reflect your organization’s priorities. For example:

• Communication
• Time Management
• Initiative
• Team Collaboration
• Problem Solving

Feel free to replace or expand these categories based on your team’s goals or job-specific competencies.

5. Answer Open-Ended Questions

Encourage thoughtful reflection by responding to:

1. What accomplishments are you most proud of during this review period?
2. What areas do you feel you need to improve on?
3. What support or resources would help you perform better?
4. What are your goals for the next review period?

6. Save and Share

Once completed, save the file with a clear filename (e.g., Self-Evaluation_YourName_ReviewPeriod.docx). You can then:

• Email it to your manager or HR representative.
• Upload it to your company’s performance review system.
• Print a copy for in-person review discussions.