Staff Evaluation
Structured employee evaluations with automatic scoring
Run formal staff evaluations in minutes — not hours. Nine weighted categories auto-score each employee, generate a professional PDF, and route it electronically for acknowledgement and optional rebuttal.
Use Cases
Annual & Semi-Annual Reviews
Pick the review period, rate the employee across nine categories, and the form auto-calculates an overall score with a classification (Excellent, Good, Needs Improvement, etc.).
Goal-Setting & Development
Built-in sections for Strengths, Areas for Improvement, Goals for Next Period, and Recommended Next Steps — all captured and archived.
Employee Acknowledgement
After submission, the employee receives the evaluation via email, reviews the scored PDF, and e-signs with an optional written rebuttal — both sides fully documented.
Manager Consistency
Every manager evaluates on the same nine categories with the same 1-5 scale. No more subjective, unstructured "how do you think you're doing?" conversations.
90-Day & Probationary Reviews
Perfect for new-hire checkpoints. Same scoring system, same audit trail — just choose the appropriate review period.
Performance Paper Trail
Every evaluation becomes a searchable, timestamped PDF in the employer portal — critical if you ever need to justify a promotion, raise, or termination.
Why This Beats Paper / Email
- Nine weighted evaluation categories — Communication, Dedication, Performance, Cooperation, Initiative, Teamwork, Character, Appearance, Work Habits
- Auto-calculated overall score and classification (Excellent / Good / Satisfactory / Needs Improvement / Unsatisfactory)
- Professional branded PDF with score breakdowns
- E-signature acknowledgement routed to employee via email
- Employee rebuttal option for legal defensibility
- Full audit trail — IP, timestamp, browser
- Multi-period support — annual, semi-annual, quarterly, 90-day
Where To Deploy
- Employer portal — launch evaluations from the Performance Management tab
- Schedule annual review cycles — one link per manager
- Pair with the progressive discipline forms (Verbal Warning → Written Warning → Termination) for a complete HR documentation suite
Want to use this form?
Walk through a live sample — every field, exactly as it'll look — then tell us how to set it up for your business.