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15 HR Evaluation Form Templates to Make Performance Reviews More Effective

Posted on June 27, 2022

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15 HR Evaluation Form Templates to Make Performance Reviews More Effective

An HR executive deals with endless forms and surveys, whether it’s performance reviews or meeting evaluations. Managing so many human resources evaluation forms can quickly become stressful and confusing—leading to unnecessary human error. 

With 123FormBuilder’s HR form templates, you can keep everything in order. 

These templates take the pain out of data collection and management to help you meet all your HR requirements. We’ve compiled a list of 15 HR form templates for any organization. 

Shall we?

1. Candidate Evaluation Form

candidate evaluation form

Who needs this? 

This candidate evaluation form is for HR teams and hiring managers to evaluate candidates in the hiring process.

What’s it for? 

The hiring process can get tricky, especially when dealing with a huge talent pool. 

This form simplifies the process of assessing every applicant and keeping a record of their performance long after the interview. It eases the HR team’s job to finalize the candidate(s) for the role by enabling them to compare candidates against the same criteria.

Key benefits:

  • Highly customizable: tailor the evaluation form according to your key assessment criteria with a simple drag-and-drop builder. 
  • Easy setup: create a ready-to-use form with no-code capabilities using 123FormBuilder’s form builder
  • Go paper-free: reduce the environmental impact of candidate assessments with completely electronic documentation. 

2. CEO Evaluation Form

CEO evaluation form

Who needs this? 

This CEO evaluation form is ideal for organizations and teams looking to assess the performance of top-level executives. 

What’s it for? 

This is one of the most critical human resources evaluation forms that contains several questions regarding an organization’s CEO. This easy-to-use form collects both objective and subjective feedback to create a holistic evaluation report for the CEO. 

Employees can fill out this form to share their views on the CEO’s overall conduct, work ethic, and leadership style. 

Key benefits:

  • Automated notifications: instantly notify the involved parties whenever an employee fills out this form. 
  • Add a thank you page: appreciate your employees’ time and remind them that their answers are confidential with a final thank you note. 
  • Fully secure: keep your data safe and confidential using these GDPR-compliant form templates. 

3. Employee Evaluation Form

employee evaluation form

Who needs this? 

This employee evaluation form is designed for HR teams to simplify the performance review process. 

What’s it for? 

This human resources employee evaluation form is a start-to-finish solution for performance reviews. It’s divided into multiple segments for different skills and qualities. 

This comprehensive form allows managers to analyze an employee on multiple parameters, such as job expectations, multi-tasking, and teamwork. 

Key benefits:

  • Upload file: let reviewers add any media or document in their performance assessment using the upload function.
  • Automated PDF generation: automatically create downloadable PDFs for all responses to directly share them with employees. 
  • Powerful integrations: streamline the review workflows by integrating your form with the preferred project management tools. 

4. Employee Self Evaluation Form

employee self evaluation form

Who needs this? 

This employee self-evaluation form is built for HR teams, and department leads to kick-start the periodical performance review process. It’s often the first step in the performance review process. 

What’s it for? 

This short and quick form allows employees to evaluate their performance in their role. 

It contains a list of rating-based fields for qualities like productivity, enthusiasm, and teamwork. You can easily add more skills and different question formats to create this comprehensive human resources evaluation template. 

Key benefits:

  • Automate send-out: make the performance review process simpler by automating self-assessment form send-out for upcoming performance reviews. 
  • Customizable templates: easily tailor your review questionnaire to include skills and questions relevant to your organization.
  • Effortless setup: easily create, publish, and store form data from employees across the company. 

5. Executive Director Evaluation Form

executive director evaluation form

Who needs this? 

This executive director evaluation form is for any business looking to review the role of their top executives or managing director. 

What’s it for? 

This form gives employees an avenue to share the good and bad parts of working with the director. This extensive survey assesses a director’s role on multiple grounds. Employees at all levels can fill out this form. 

Key benefits:

  • Fully secure: keep your organizational data safe and secure with these GDPR-compliant evaluation forms. 
  • Eco-friendly forms: limit your organization’s impact on the environment with these paper-free forms for surveys across the year.
  • Conditional logic: create forms that adapt to employees’ responses to make the results more meaningful.

6. Internship Evaluation Form

internship evaluation form

Who needs this? 

This internship evaluation form is made for companies and teams employing interns. It simplifies a supervisor or HR executive’s role to review an intern’s performance and share an official assessment report at the end of their internship.

What’s it for? 

Supervisors or managers can fill out this extensive form to review an intern’s growth throughout the internship span. It has rating-based questions to analyze the intern’s skillset objectively. 

Besides these questions, the supervisor can also share goal-based reviews to assess the intern’s outputs for specific goals. 

Key benefits:

  • Automated notifications: instantly notify the interns or other relevant parties when filling out the form.
  • Multiple integrations: streamline your evaluation workflows by pairing up this form with your preferred tools.
  • Make it easy: simplify the evaluation process with easy-to-use forms. 

7. Interview Evaluation Form

interview evaluation form

Who needs this? 

This interview evaluation form is ideal for human resources executives and recruiters involved in hiring. 

What’s it for? 

A hiring decision can be challenging when you’re dealing with multiple candidates. This form allows HR teams to quickly review a candidate and share this information with other hiring stakeholders. 

After interviews are complete, they can revisit this information to make the final call. 

Key benefits:

  • Easy form management: 123FormBuilder’s online forms easily integrate with your existing workflow to speed things up. 
  • No human error: avoid any data mishandling or misplacement with 123FormBuilder’s form builder
  • Go paperless: the HR department spends a lot of time recruiting and hiring team members—take this form online to reduce the environmental impact of your organization. 

8. Job Evaluation Survey Form

job evaluation survey form

Who needs this? 

This job evaluation survey is built for companies of any size and scale to assess the satisfaction level among employees. This form allows HR teams to better understand employee satisfaction.

What’s it for? 

The extensive survey collects employee feedback about the workplace on various grounds, including job-specific criteria and the overall work environment. It’s best suited for a periodic assessment of employee satisfaction to identify major pain points that need addressing. 

Key benefits:

  • Customized thank you page: thank employees for taking the time to complete this form with a customized thank you page. 
  • Upload function: let employees share relevant documents or media using the upload feature.
  • Fully customizable: easily tailor this ready-made template to your objectives with a drag-and-drop editor. 

9. Management Evaluation Form

management evaluation form

Who needs this? 

HR teams need this management evaluation form to gather feedback on management—whether that’s team leaders or executives. 

What’s it for? 

This detailed form helps evaluate the upper management’s approval numbers. It includes several subjective and objective questions to analyze their performance in the team and their relationship with clients.

Key benefits:

  • Highly confidential: keep this sensitive information safe and secure with these GDPR-compliant evaluation forms.
  • Go paper-free: conduct multiple assessments for the senior management without affecting the environment. 
  • Conditional logic flow: create forms that adapt to previous responses to avoid asking unnecessary questions. 

10. Meeting Evaluation Form

meeting evaluation form

Who needs this? 

Managers and leaders need this form to evaluate the success of a meeting they’ve held. In fact, this meeting evaluation form is made for anyone hosting a meeting. 

What’s it for? 

This evaluation form is for meeting attendees to review and rate their experience of the discussion to determine its success.  It lays down multiple questions and statements to review the quality and effectiveness of the meeting—whether it covered all agendas and achieved the outcomes or not.

Key benefits:

  • Quick customizations: modify ready-made templates and change them as per your preferences to collect laser-focused feedback. 
  • Multiple integrations: effectively manage collected data using 123Formbuilder’s integration capabilities to connect the form with other tools in your current workflow.
  • Visualize data: add more meaning to your data with reports that visualize it into charts and graphs. 

11. Recruitment Evaluation Survey Form

recruitment evaluation survey form

Who needs this? 

This recruitment evaluation survey works best for HR teams to seek feedback on their recruitment processes and policies. 

What’s it for? 

This form collects critical feedback from the candidates in the hiring pipeline to pinpoint the strengths and weaknesses of the recruitment process. It asks candidates to rate different aspects of the hiring framework—such as the materials shared, length of the process, and more—to identify what’s working and what’s not.

It also allows you to keep a clear record of which channel the candidate came from and why they applied. 

Key benefits:

  • Make it easy: provide an easy experience to encourage form completion. 
  • Automated notifications: inform relevant members of the HR team and other stakeholders once a candidate fills out this form. 
  • Avoid human error: minimize the scope of manual mistakes using 123FormBuilder’s digitized forms for data collection. 

12. Staff Evaluation Form

staff evaluation form

Who needs this? 

This staff evaluation form is for managers and HR executives to conduct employee reviews throughout the year. 

What’s it for? 

This human resources employee evaluation form presents an easy and convenient way to collect performance reviews. It reviews an employee’s performance based on their skill set, quality of outputs, and interpersonal aptitude. 

Managers or HR execs only need a few minutes to fill out this digital form and submit their assessment for each employee. 

Key benefits:

  • PDF generation: convert your performance reviews into a downloadable report for quick access. 
  • Hassle-free setup: choose a relevant human resources evaluation template, tweak the questions to match your needs, and you’re all set. 
  • Conditional logic: create an org-wide questionnaire that adapts to different departments and roles using conditional logic flows. 

13. Supervisor Performance Evaluation Form

supervisor performance evaluation

Who needs this? 

This supervisor performance evaluation form is made for employees and interns to share feedback on their supervisors. 

What’s it for? 

This evaluation form allows employees to review and rate their supervisors for a 360-degree round of feedback. It rates a supervisor on various parameters, including their approachability, conduct, and decision-making skills, among other factors. 

Key benefits:

  • Eco-friendly: conduct as many assessments a year as necessary without adversely affecting the environment. 
  • Ease of data management: conveniently collect, save, and manage all the feedback data with tool integrations and automated operations.
  • File upload function: ask employees to share additional documents with the upload feature.  

14. Team Building Evaluation Form

team building evaluation form

Who needs this? 

This team building evaluation form allows HR executives to get employee feedback for any team building activities or events they conduct. 

What’s it for? 

This form is for the HR team to review the outcome of an engagement or team building activity. Respondents will rate their satisfaction with the event itinerary, accommodation and transport, and overall amenities. 

Key benefits:

  • Automated notifications: alert involved parties when you receive a response. 
  • Customizable templates: pick this ready-made template and modify it according to your needs. 
  • Integrate tools: add this form to project management tools like Dropbox and Google Drive for effortless data management. 

15. Warehouse Employee Evaluation Form

warehouse employee evaluation form

Who needs this? 

This warehouse employee evaluation form is for companies to regularly audit and evaluate their warehouse team. 

What’s it for? 

This comprehensive human resources employee evaluation form assesses a warehouse worker’s performance and quality of work based on their knowledge of the job, technical skillset, and several other factors. 

Reviewers can rate each employee for these elements and share their thoughts on the development opportunities. 

Key benefits:

  • Minimize human error: automate form management and other aspects of the workflow to reduce the scope of error. 
  • Easy to use: create and share a form in a few clicks and get started with a premade template. 
  • Reduce scope of error: cut down on the mistakes resulting from manual data collection and management. 

Wrapping Up on HR Evaluation Forms

While making and managing forms might sound simple, it can quickly get overwhelming as the number of forms increases. 123FormBuilder’s HR form templates are a game-changer for HR teams and leaders. 

Change the way you manage evaluations and reviews with 123FormBuilder’s extensive template library, ample automation capabilities, and powerful integrations to supercharge your existing workflows. 

Sign up free today to start experiencing the benefits for yourself. 

HR Evaluation Forms: Frequently Asked Questions

What should be included in an employee evaluation form?

An employee evaluation form should include:

  • Employee’s name and designation 
  • Reviewer’s name and designation
  • Review period
  • Rating system 
  • Assessment criteria 
  • Subjective questions, like strengths and weaknesses
  • Goals for the next review cycle

You can also include a final scorecard at the end to summarize the ratings and provide an overall evaluation. 

How do you do an HR evaluation?

An HR evaluation requires managers to schedule a meeting with employees to discuss their performance in their role. Here are a few evaluation criteria for HR employees:

  • Approachability 
  • Problem-solving aptitude
  • Decision-making skills
  • Communication and promptness
  • Rapport with colleagues 
  • Overall conduct 

An HR evaluation report typically ends with a set of actionable points to implement. 

What are the different types of performance evaluation forms?

A company can use many kinds of performance evaluation forms, including:

  • Self-assessment forms
  • HR assessment forms
  • Appraisal forms
  • 360-degree review forms
  • Team assessment forms
  • Meeting evaluation forms
  • Management evaluation forms
  • Leadership survey forms

HR teams can use these forms depending on the need and relevance for the workforce. 

What are 360 reviews?

A 360 review collects feedback for an employee from multiple stakeholders that they work closely with, such as their managers, direct reports, HR executives, and colleagues. 

It’s a holistic performance analysis tool to understand an employee’s performance and contributions from all angles. 

What is the checklist method?

The checklist method is a technique to appraise an employee’s performance where the reviewer answers a set of yes/no questions.

Originally published on June 7, 2022

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