Employee self-assessment template

What if you could build an employee self-assessment tool to assess and advise anyone, accurately and objectively?

Employee self-assessments are a fundamental HR tool to boost healthy self-awareness and employee engagement.

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

Trusted by 1.500+ consultants, coaches, marketers, HR specialists and companies worldwide

3 reasons to use Pointerpro as a self-assessment tool

 

Learn more
icon s number o 1

Interactive user experience

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

icon s number o 2

Refined, score-based analysis

Our custom scoring engine helps you quantify different (sub)domains of the employee self-assessment. The result? An objective and nuanced assessment of your respondents’ situation.

icon s number o 3

Automated feedback in PDF

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

What is an employee self-assessment?

An employee self-assessment is a questionnaire that allows employees to evaluate their own job performance and behavior. This often forms part of a company’s performance review or appraisal process. In a self-assessment, employees typically reflect on their achievements, challenges, strengths, and areas for improvement over a specified period.

The following are key aspects of an employee self-assessment:

  • bullet orange 150x150 1

    Performance evaluation: Employees rate their own performance. Often, it’s useful for these to be the same criteria their managers use. This should include evaluating how well the employees met their goals, their contributions to team projects, and how they handled their responsibilities.

  • bullet orange 150x150 1

    Goal setting: Employees may set goals for the coming period, identifying areas where they want to improve or skills they wish to develop.

  • bullet orange 150x150 1

    Personal reflection: It's a chance for employees to reflect on their own perceptions of their strengths and weaknesses. This reflection can provide valuable insight into how they see their role in the organization and their career aspirations.

  • bullet orange 150x150 1

    Feedback preparation: Self-assessments can help employees prepare for feedback from their supervisors, providing a basis for discussion during performance reviews.It can therefore also be a tool for career development. After all, it helps employees identify the skills and experiences they need to advance in their careers.

In summary, employee self-assessments are an integral part of professional development and performance management, enabling employees to engage actively in their own growth and development within the organization. Powerful employee self-assessments encourage people to take responsibility for their own performance and increase their engagement with their work and the organization.

How do I structure an employee self-assessment for HR?

As an HR professional, structuring an employee self-assessment template involves creating a clear, comprehensive, and user-friendly document that guides employees through evaluating their own performance. Here’s a basic guideline on how you can structure it:

  • bullet orange

    Introduction and instructions: Start with a brief introduction that explains the purpose of the employee self-assessment and instructions on how to complete it. Also, clarify the time period the assessment should cover.

  • bullet orange

    Employee Information: Provide fields where the employee can fill out his or her name, function, and department. Reassure them that the self-assessment will be treated confidentially.

  • bullet orange 150x150 1

    Job description review: It could be helpful to provide a field for employees to review their job descriptions. This can include key responsibilities and expected outcomes, helping employees align their self-assessment with their job role.

  • bullet orange 150x150 1

    Multiple-choice questions based on various performance criteria: Provide 10 to 15 questions designed to evaluate various criteria that are deemed important in your organization or department.

  • bullet orange 150x150 1

    Open-ended questions (optional): Create a section where employees can write about their significant achievements and contributions during the assessment period. Encourage them to provide specific examples and outcomes. Also ask about challenges they met, how they overcame them, and what areas for improvement they identified for themselves.

  • bullet orange 150x150 1

    Additional comments: Include a section for any additional comments or observations the employee wants to share.

  • bullet orange 150x150 1

    Feedback & follow-up: Before the respondent finishes, end by reiterating what the employee self-assessment will be used for, how the employee will benefit from it and what type of feedback he or she can expect in return.

A Pointerpro-built employee self-assessment allows you to provide personalized feedback in a full-blown PDF report. In fact, by building a PDF report template, with Pointerpro’s Report Builder, the responding employee can receive a personalized PDF report, based on the provided answers.

This report could include a summary of the responses and a comparison benchmark with other respondents in similar roles (within or outside the company). Also useful: a list of resources (reading material, training options, etc.) the employee would benefit from, and any other actionable tips, like who to speak to in the company for support in various domains.

What core competencies does an employee self-assessment template cover?

An employee self-assessment template typically covers a range of core competencies that are essential for effective job performance across various roles and industries. These competencies can be tailored to specific job roles or organizational requirements. Generally, they include the following:

An employee self-assessment template typically covers a range of core competencies that are essential for effective job performance across various roles and industries. These competencies can be tailored to specific job roles or organizational requirements, but generally, they include:

  • bullet orange

    Job knowledge and skills: Assessing the employee's understanding of the job requirements, professional knowledge, and technical skills relevant to their role.

  • bullet orange

    Quality of work: Evaluating the accuracy, thoroughness, and overall quality of the work produced.

  • bullet orange 150x150 1

    Productivity and efficiency: Gauging the employee's ability to meet deadlines, manage workload, and maintain consistent productivity levels.

  • bullet orange 150x150 1

    Teamwork, communication and collaboration: Evaluating the employee's ability to work effectively with others, contribute to team objectives, and collaborate across departments or functions.

  • bullet orange 150x150 1

    Problem-solving and decision-making: Assessing the ability to identify issues, analyze information, develop solutions, and make sound decisions.

  • bullet orange 150x150 1

    Adaptability and flexibility: Assessing the employee's ability to adapt to changes, handle unexpected challenges, and remain flexible in various situations.

  • bullet orange 150x150 1

    Initiative and creativity: Evaluating the employee's ability to take proactive steps in their work, show creativity in solving problems, and bring innovative ideas to the table.

  • bullet orange 150x150 1

    Professional development and learning: Assessing the employee’s commitment to personal growth, learning new skills, and continuously improving in their role.

  • bullet orange 150x150 1

    Organizational skills: Assessing the ability to plan, organize, and prioritize work efficiently.

  • bullet orange 150x150 1

    Customer service (for roles that involve customer interaction): Assessing the ability to effectively engage with customers, understand their needs, and provide high-quality service.

  • bullet orange 150x150 1

    Leadership and management skills (in supervisory roles): Evaluating abilities in leading and managing teams, including motivating others, delegating tasks, and managing performance.

  • bullet orange 150x150 1

    Compliance with policies and procedures: Evaluating the employee's adherence to organizational policies, procedures, and regulatory requirements.

  • bullet orange 150x150 1

    Ethics and integrity: Evaluating the employee’s adherence to ethical practices and displaying integrity in their professional conduct.

These core competencies form the backbone of an employee self-assessment template. They have a very important impact on professional behavior and performance. Alignment with the organization’s values, culture, and strategic goals is key here to ensure relevance and effectiveness.

20 self-evaluation or self-assessment
example questions

Here are 20 of the best self-evaluation assessment example questions divided into 2 categories: 

  • bullet orange

    10 employee self-assessment example questions for performance review

  • bullet orange

    10 personality-related employee self-assessment example questions

10 employee self-assessment example questions
for performance review

  • bullet orange

    How do you rate your overall performance this year?

  • bullet orange

    What were your major achievements in the past year?

  • bullet orange

    What challenges did you encounter and how did you overcome them?

  • bullet orange 150x150 1

    In what areas do you think you need improvement?

  • bullet orange 150x150 1

    How effectively do you manage your time and prioritize tasks?

  • bullet orange 150x150 1

    How do you rate your teamwork and collaboration skills?

  • bullet orange 150x150 1

    How have you demonstrated initiative and creativity in your role?

  • bullet orange 150x150 1

    How do you handle stress and pressure in the workplace?

  • bullet orange 150x150 1

    In what ways have you contributed to the company’s goals or mission?

  • bullet orange 150x150 1

    What professional development activities have you undertaken this year?

These employee self-assessment template questions combine qualitative and quantitative elements, allowing employees to reflect on specific aspects of their performance and behavior.

The questions cover key areas such as overall performance, achievements, challenges, areas for improvement, teamwork, initiative, stress management, contribution to company goals, and professional development. The multiple-choice options provide a structured way for employees to assess themselves. They make it possible for HR to make a quantitative analysis and to identify trends and common areas of strength or improvement across the organization. The inclusion of both open-ended and closed-ended questions encourage comprehensive self-reflection, providing valuable insights for both the employee and the organization.

10 personality-related employee self-assessment example questions

  • bullet orange

    How do you describe your ability to work in a team environment?

  • bullet orange

    How do you handle conflicts or disagreements with colleagues?

  • bullet orange

    How adaptable are you to changes in the workplace?

  • bullet orange 150x150 1

    How do you rate your communication skills in a professional setting?

  • bullet orange 150x150 1

    How do you manage work-related stress and maintain work-life balance?

  • bullet orange 150x150 1

    How open are you to feedback and constructive criticism?

  • bullet orange 150x150 1

    How do you view your role in fostering a positive workplace culture?

  • bullet orange 150x150 1

    How proactive are you in solving problems or addressing issues?

  • bullet orange 150x150 1

    How do you handle responsibilities that are outside your usual scope of work?

  • bullet orange 150x150 1

    How do you contribute to team meetings and discussions?

These employee self-assessment template questions evaluate various aspects of an employee’s personality and soft skills that impact their performance and interaction in the workplace. The questions cover teamwork, conflict resolution, adaptability, communication, stress management, openness to feedback, influence on workplace culture, proactivity, handling additional responsibilities, and participation in team meetings. Rather than focusing on tangible work output, these questions provide insight into an employee’s personal attributes that contribute to their work environment. This makes them particularly useful in the context of the recruitment of new employees.

3 popular personality-related employee self-assessment models

  • bullet orange

    Myers-Briggs employee self-assessment template: Based on the Myers-Briggs Type Indicator (MBTI), this template helps employees identify their personality type across four dichotomies: Introversion/Extraversion, Sensing/Intuition, Thinking/Feeling, and Judging/Perceiving. The assessment provides insights into how an individual perceives the world and makes decisions, which can be useful in understanding work styles and team dynamics.

  • bullet orange

    DISC employee self-assessment template: DISC is a behavior assessment tool based on the DISC theory of psychologist William Moulton Marston. It centers on four different behavioral traits: Dominance, Influence, Steadiness, and Conscientiousness. This template helps employees understand their behavior in the workplace, particularly in aspects of communication, teamwork, and conflict management.

  • bullet orange

    Big Five employee self-assessment template: Based on the Big Five personality traits model, this assessment measures five key dimensions of personality: Openness, Conscientiousness, Extraversion, Agreeableness, and Neuroticism (often abbreviated as OCEAN). This template can help employees gain insight into their core personality traits and how these traits might influence their work behavior and interactions with others.

Each of these assessment methodologies offers unique insights and is chosen based on the specific goals of the assessment, whether it’s for personal insight, team dynamics, leadership development, or improving workplace interactions. As an HR consultant or professional, it’s useful to delve deeper into these frameworks. It can inspire you to build your own powerful, customized employee self-assessment template.

We integrate with your favorite tools via

Google tag manager q5ytotxjqsbk10egsbxhinuf3jx7l6gxcdm1jee3cw

Google Tag Manager

Untitled design 14 q5yunx8mw4cxgxffvi02lt1xheyiyds662emjacz28

Tealium

cloudsql q5yumup93ww68wzf4jcd9ks14m8h6sj6crnpuxy45c

Cloud SQL

zapier logo png transparent q5ytqf9pboi1p836hipq8rdjc22lmpsjw9enta12tc

Zapier

make logo 766d1bf2 2c72 4046 bd91 0c7bea303edf e0fefdd 200x200 1 q5ytqy2h4d7s5fbvfqu9mmmr7rhxwnv6mugdet97cw

Make (formerly Integromat)

What Pointerpro clients are saying

Create your first employee self- assessment today.

You may also be interested in