Self Evaluation Template

 

What Is a Self-Evaluation Template?

A self-evaluation template is a reflective document completed by the employee prior to their official performance review. It allows staff members to rate their own performance, highlight achievements that management may have missed, and identify their own areas for growth.

Purpose Of The Self Evaluation Template

The self-evaluation template PDF helps organizations foster employee ownership and self-awareness. It allows managers to understand the employee’s perspective, identify gaps in perception, and have a more balanced, two-way conversation during the review. This free self-evaluation form is a vital part of a collaborative review process. Sending reminders to complete this form via a mass texting service for employees encourages timely participation and signals that the company values the employee’s voice.

Key Components Of The Self Evaluation Template

This self-evaluation template free includes open-ended questions that encourage reflection. These components ensure the employee prepares thoughtful inputs for their review meeting.

  • Review Period: Dates covered by the self-assessment
  • Key Achievements: The employee’s list of their biggest wins
  • Challenges Faced: Obstacles that hindered performance
  • Skills Developed: New competencies gained during the period
  • Goals Met: Reflection on progress toward previous objectives
  • Self-Rating: The employee’s own score on core competencies
  • Career Aspirations: Where the employee wants to go next
  • Support Needed: Resources or training requested from the manager
  • Feedback for Management: Constructive input on leadership style
  • Submission Date: When the form was completed

Digitize Your HR Forms with Emitrr

Handwritten self-evaluations are often brief or illegible, and emailing Word docs leads to version control issues. These manual methods reduce the effectiveness of the exercise and make it hard to compare the employee’s view with the manager’s view.

Digitizing self-evaluation forms allows HR teams to capture rich, text-based feedback in a structured format. Digital forms allow employees to take their time, save drafts, and submit a comprehensive reflection that is automatically attached to their profile.

Emitrr enables HR teams to distribute these forms seamlessly. With AI for recruiters (adapted for internal analytics), HR can analyze the text of self-evaluations to detect company-wide sentiment or common training requests.

By automating the collection process, Emitrr ensures managers have the self-evaluation before writing their own review. With mobile-friendly interfaces, Emitrr supports higher engagement rates, ensuring employees actively participate in their own career development.

FAQs

Why do I need to write a self-evaluation?

It ensures your manager is aware of all your hard work and achievements, some of which they might have overlooked.

Should I be honest about my weaknesses?

Yes, framing them as “areas for growth” shows self-awareness and a willingness to learn, which is a positive trait.

How does this compare to the manager’s review?

Ideally, they should align. Large discrepancies serve as a starting point for discussion during the review meeting.

Can I edit my self-evaluation after submitting?

With digital forms like Emitrr, you may be able to edit your submission until the review cycle is closed.


Download the free self evaluation template

Empower employees, uncover hidden achievements, and foster two-way feedback with a structured self-assessment form.