Employee assessment template

What if you could build employee assessments that auto-generate personalized feedback for every respondent?

Employee assessments are essential for HR strategy. They allow managers to assess objectively and employees to build self-awareness.

Pointerpro is the 2-in-1 software that combines assessment building with personalized PDF report generation.

An example of an employee assessment template question and personalized feedback report

What is an employee assessment?

An employee assessment is a questionnaire used by employers to evaluate their staff’s performance, skills, abilities, and potential. It’s used for various purposes. The most common ones are performance reviews, training needs analyses, promotions, or succession planning. 

Employee assessments should be conducted on a regular basis (once or twice a year). They may involve different questionnaire versions with different respondents: The managerial assessment, but also peer assessment and employee self-assessment.

3 reasons to use Pointerpro as an employee assessment tool

3 reasons to use Pointerpro as an employee assessment tool

Number 1

Interactive user experience

With the Questionnaire Builder, you create an engaging employee assessment. How? With numerous design and layout options, useful widgets, and countless question types.

Number 2

Refined, score-based analysis

Our custom scoring engine helps you quantify and categorize diverse answers. The result? An objective and nuanced employee assessment based on the respondents’ answers.

Number 3

Automated feedback in PDF

Thanks to your setup in the Report Builder, respondents instantly get a detailed PDF report: with helpful charts, an objective analysis, and actionable tips.

Interactive user experience
Numerous design options, useful widgets, and countless question types.
Refined, score-based analysis
The custom scoring engine helps you quantify and categorize answers from respondents.
Automated feedback in PDF
For each respondent! With helpful charts, a detailed analysis, and actionable tips.

1.500+ businesses worldwide build assessments with Pointerpro

How to create an employee assessment (template)?

Creating an employee assessment template involves several key components to ensure it effectively evaluates performance, skills, and potential. Here’s a guide to crafting an employee assessment template:

These components should be adaptable to different roles and departments. They can be regularly updated to reflect changing organizational goals or job requirements. Bear in mind that transparency and clear communication about the assessment process are crucial for its effectiveness.

Employee assessment vs employee self-assessment: what’s the difference?

Both assessment methods are valuable but serve different purposes. Employee assessments are key to informed managerial decisions and aligning employee performance with organizational goals. Self-assessments insist more on personal growth, self-awareness, and open communication between the employee and management. Ideally, a well-rounded review process should incorporate both types of assessments to capture a complete picture of an employee’s performance and potential.

Consider this short example to understand the nuance:

In a technology company’s sales team, the annual performance reviews are underway, offering a perfect context to compare employee assessment and employee self-assessment.

An employee being assessed by his manager during an annual performance review

A. Employee assessment by the team manager

Ella, the team leader, conducts an employee assessment for Jordan, a member of her team. She reviews Jordan’s sales performance, highlighting his remarkable success in exceeding sales targets and establishing strong client relationships. 

Ella also notes areas for improvement in Jordan’s team communication and administrative tasks. Her assessment is vital for pinpointing Jordan’s strengths and identifying his ideal role in helping the business move forward. It also takes into account Jordan’s development and training needs. Last but not least, the assessment is a means to formally recognize his accomplishments.

B. Employee self-assessment by the team member

Simultaneously, Jordan undertakes a self-assessment. He reflects on his sales achievements and customer interactions but also recognizes his challenges with administrative responsibilities and occasional team communication issues. 

This self-assessment enables Jordan to critically evaluate his own performance, identify his strengths, and discern areas where he needs growth. It empowers him to take control of his professional development and openly discuss his self-identified areas for improvement and training needs with Ella.

30 assessment example questions

Here are 30 employee assessment example questions divided into 3 categories:

10 employee assessment example questions for performance review by the manager

These employee assessment template questions are a mix of qualitative and quantitative questions. The questions that encourage open-ended responses allow for detailed and specific feedback. In contrast, the questions with answer options provide a structured way to rate or assess various aspects of the employee’s performance. This mix offers a comprehensive evaluation. They capture both the details of an employee’s contributions and clear metrics for performance assessment. 

The questions are designed to cover key areas like goal achievement, teamwork, leadership, personal development, and alignment with company values, ensuring a well-rounded review of the employee’s performance.

10 employee assessment example questions for career development

The following employee assessment template questions are designed to help managers provide insights into an employee’s potential career development within the company. Again, the combination of open-ended and multiple-choice questions provides a comprehensive view of the employee’s strengths, interests, and areas for development. It helps an organization’s HR tailor suitable career paths and development opportunities to the employee’s profile.

The focus is on uncovering the employee’s potential for advancement, versatility, and areas where targeted development could unlock further growth.

What Pointerpro clients are saying

Get your employee assessment to provide objective and immediate feedback

The effectiveness of employee assessments hinges significantly on the follow-up process. The delivery of a clear feedback report with actionable tips for moving forward makes a crucial difference. 

With Pointerpro you set up an employee assessment template report once. Every respondent will then receive a detailed, personalized PDF report that can serve as a roadmap for future growth and development of the employee. 

Here are some must-have elements to include in a feedback report, depending on whether the report is destined for an employee, team lead or HR manager:

A feedback report following an employee assessment is not just a formal HR requirement. It’s a powerful tool to bridge the gap between evaluation and development. 

By providing clear, constructive, and actionable feedback, the report plays a pivotal role in guiding employees toward continuous improvement and aligning their career trajectories with organizational goals. It’s an investment in the employee’s future and, by extension, the future of the company. Ensuring that the report is thorough, balanced, and forward-looking is crucial for its effectiveness and impact.

Create your employee assessment today

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