• What was agreed, and how each objective went

  The objectives as originally written, any changes, and four rows for what happened and the outcome.

• The work and working with others

  Assessment with examples of quality, volume, deadlines and independence, and of colleagues, customers, communication and feedback.

• What went well and what next

  Specific contributions to record and the one or two things that would make the biggest difference, with what good looks like.

• The employee's own voice

  The employee's account in their own words, what they want more and less of, where they want to get to and the support they ask for.

• Development, objectives and pay

  Training agreed, three objectives with success measures and dates, an overall assessment and whether it connects to a pay decision.

An employee evaluation records a review conversation: what was agreed at the start of the period, how each objective went, the work itself, working with others, what went well, what would make the biggest difference next, what got in the way, the employee's own account and wishes, training and development, objectives for the next period, an overall assessment and any link to pay.

This blank form is completed by the reviewer and employee together and signed by both, with a line for a second reviewer. It records a conversation so both have the same account; it is not a legal assessment. It says nothing in it is a promise of an increase or bonus. How evaluations may be used in employment decisions varies, so apply them consistently and fairly, and ask a lawyer where they feed into serious decisions.

Not sure? Talk to an attorney about your situation first.

These are separate documents, for different jobs.

• Disciplinary noticesRecord a disciplinary issue with an employee.View document
• Employee handbooksThe policies and expectations for your staff, in one place.View document
• Letter of RecommendationRecommend a person for a job, school or other opportunity.View document
• Employment agreementsSet out pay, role and terms for an employee.View document

• A yearly review with objectives and development agreed
• A mid-year check-in with changes to objectives
• A review that feeds into a pay discussion

• Employment agreementsSet out pay, role and terms for an employee.View document
• Offer lettersMake a job offer in writing, with its key terms.View document
• Employee handbooksThe policies and expectations for your staff, in one place.View document
• Workplace policiesSet out how your workplace runs on a specific issue.View document