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.

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:

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

3 reasons to use Pointerpro as an self-assessment tool

3 reasons to use Pointerpro as a self-assessment tool

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.

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.

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.

Interactive user experience

Numerous design options, useful widgets, and countless question types.

Refined, score-based analysis

Custom scoring engine helps you quantify distinct domains of the self-assessment.

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 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:

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

Job knowledge and skills: Assessing the employee's understanding of the job requirements, professional knowledge, and technical skills relevant to their role.
Quality of work: Evaluating the accuracy, thoroughness, and overall quality of the work produced.
Productivity and efficiency: Gauging the employee's ability to meet deadlines, manage workload, and maintain consistent productivity levels.
Teamwork, communication and collaboration: Evaluating the employee's ability to work effectively with others, contribute to team objectives, and collaborate across departments or functions.
Problem-solving and decision-making: Assessing the ability to identify issues, analyze information, develop solutions, and make sound decisions.
Adaptability and flexibility: Assessing the employee's ability to adapt to changes, handle unexpected challenges, and remain flexible in various situations.
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.
Professional development and learning: Assessing the employee’s commitment to personal growth, learning new skills, and continuously improving in their role.
Organizational skills: Assessing the ability to plan, organize, and prioritize work efficiently.
Customer service (for roles that involve customer interaction): Assessing the ability to effectively engage with customers, understand their needs, and provide high-quality service.
Leadership and management skills (in supervisory roles): Evaluating abilities in leading and managing teams, including motivating others, delegating tasks, and managing performance.
Compliance with policies and procedures: Evaluating the employee's adherence to organizational policies, procedures, and regulatory requirements.
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:

10 employee self-assessment example questions for performance review

How do you rate your overall performance this year?
What were your major achievements in the past year?
What challenges did you encounter and how did you overcome them?
In what areas do you think you need improvement?
How effectively do you manage your time and prioritize tasks?
How do you rate your teamwork and collaboration skills?
How have you demonstrated initiative and creativity in your role?
How do you handle stress and pressure in the workplace?
In what ways have you contributed to the company’s goals or mission?
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

How do you describe your ability to work in a team environment?
How do you handle conflicts or disagreements with colleagues?
How adaptable are you to changes in the workplace?
How do you rate your communication skills in a professional setting?
How do you manage work-related stress and maintain work-life balance?
How open are you to feedback and constructive criticism?
How do you view your role in fostering a positive workplace culture?
How proactive are you in solving problems or addressing issues?
How do you handle responsibilities that are outside your usual scope of work?
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.

What Pointerpro clients are saying

"We use Pointerpro for all types of surveys and assessments across our global business, and employees love its ease of use and flexible reporting."

“It’s a great advantage to have formulas. There could be hundreds of formulas, but the customer only sees the easy-to-read report. If you’re looking for something like that, it’s really nice to work with Pointerpro.”

"You guys have done a great job making this as easy to use as possible and still robust in functionality."

"I give the new report builder 5 stars for its easy of use. Anyone without coding experience can start creating automated personalized reports quickly."

3 popular personality-related employee self-assessment models

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.
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.
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.

Create an employee self- assessment today