Employee Name: ______________________________ Date: __________
Job Title: _________________________ Location: ___________________
Supervisor's Name: _____________________________________________
Performance Review Period: _____________________________________
Employee Instructions:
Please complete and return this self-evaluation to your supervisor by [date].
Your thorough and timely participation in the appraisal process will help facilitate a fair and comprehensive review of your progress and accomplishments since the last performance review. If you have been employed by the company less than a year, substitute references to "since the last performance appraisal/review" with "since you were hired" and answer the questions accordingly.
1. List your most significant accomplishments or contributions since last year. How do these achievements align with the goals/objectives outlined in your last review?
2. Since the last appraisal period, have you successfully performed any new tasks or additional duties outside the scope of your regular responsibilities? If so, please specify.
3. What activities have you initiated, or actively participated in, to encourage camaraderie and teamwork within your group and/or office? What was the result?
4. Describe your professional development activities since last year, such as offsite seminars/classes (specify if self-directed or required by your supervisor), onsite training, peer training, management coaching or mentoring, on-the-job experience, exposure to challenging projects, other—please describe.
5. Describe areas you feel require improvement in terms of your professional capabilities. List the steps you plan to take and/or the resources you need to accomplish this.
6. Identify two career goals for the coming year and indicate how you plan to accomplish them.
7. Evaluate yourself on all factors that apply to you since your last performance appraisal, or date of hire if employed here less than one year. If a category does not apply to you, indicate N/A.
Rating Scale: 4 - Outstanding/Role Model 3 - Very Competent
2 - Satisfactory 1 - Inexperienced or Improvement Needed
| Category | Self-Rating |
| a. Technical Skills related to your specific job | _________ |
| b. Technical Knowledge (up-to-date on industry/discipline news, articles and best practices) | _________ |
| c. Quality of Work Product (comprehensive, accurate, timely, etc.) | _________ |
| d. Utilization or Productivity | _________ |
| e. Business Development | _________ |
| f. Project Management Skills | _________ |
| g. Technology Skills | _________ |
| h. Time Management & Organizational Skills | _________ |
| i. Interpersonal Skills (positive attitude; ability to get along well with co-workers/clients/vendors) | _________ |
| j. Communication Skills—Verbal/Written (proposals/reports, letters, e-mails, etc.) | _________ |
| k. Innovation or Creativity | _________ |
l. Collaboration/Teamwork m. Mentoring Skills | _________ |
| n. Employee Policies (knowledgeable of and compliant with company policies and procedures) | _________ |
| o. Leadership Skills (applies to anyone—not restricted to supervisory level employees) | _________ |
| p. Professionalism (punctuality, attendance; conduct; responsiveness and follow through) | _________ |
| q. Overall | _________ |
8. Name any other management personnel, besides your current supervisor, that you feel should provide input toward your performance appraisal.
Thank you for taking the time to complete the Employee Self-Assessment.
Supervisors: Attach completed Self-Assessments to the Employee's Performance Appraisal and return to HR.
An organization run by AI is not a futuristic concept. Such technology is already a part of many workplaces and will continue to shape the labor market and HR. Here's how employers and employees can successfully manage generative AI and other AI-powered systems.
Related Content
HR must always include human intelligence and oversight of AI in decision-making in hiring and firing, a legal expert said at SHRM24. She added that HR can ensure compliance by meeting the strictest AI standards, which will be in Colorado’s upcoming AI law.
The proliferation of artificial intelligence in the workplace, and the ensuing expected increase in productivity and efficiency, could help usher in the four-day workweek, some experts predict.
Learn how Marsh McLennan successfully boosts staff well-being with digital tools, improving productivity and work satisfaction for more than 20,000 employees.