---
generated_by: surveylegend-page-markdown
title: Employee Self-Evaluation Form Template | SurveyLegend
description: Prepare useful performance conversations with an employee
  self-evaluation form covering goals, evidence, challenges, and development.
  Start free.
canonical: https://www.surveylegend.com/survey-examples-templates/human-resource-and-employee-satisfaction-surveys/employee-self-evaluation-form-template/
---

# Employee Self-Evaluation Form Template

This employee self-evaluation form template helps employees prepare for a review by reflecting on goals, work examples, obstacles, and lessons learned. Use their answers to discuss progress with their manager and agree on support and priorities for the next review period.

[Try this template ](https://app.surveylegend.com/register/)[Preview template](https://www.surveylegend.com/survey-examples-templates/human-resource-and-employee-satisfaction-surveys/employee-self-evaluation-form-template/#try-template)

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![Employee Self-Evaluation Form: first question and response field, desktop preview](https://www.surveylegend.com/survey-template-media/previews/employee-self-evaluation-form-template-preview.avif)

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Employee Self-Evaluation Form [Preview](https://www.surveylegend.com/survey-examples-templates/human-resource-and-employee-satisfaction-surveys/employee-self-evaluation-form-template/#try-template)

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Use this employee self-evaluation form template to help employees prepare for a focused review conversation. It asks for goals, examples of work, obstacles, and the support needed next. Create the form in SurveyLegend and give employees time to reflect before discussing progress with their manager.

## When to use this employee self-evaluation form

Share it before an agreed review meeting and name the period being discussed. Ask employees to describe their contribution with examples rather than rate themselves against vague labels. A self-evaluation adds the employee’s perspective; it does not replace a manager’s preparation or other relevant evidence. Explain who will read the form and how it fits your review process.

For feedback from colleagues as well as self-reflection, consider our [360-degree employee evaluation](https://www.surveylegend.com/survey-examples-templates/human-resource-and-employee-satisfaction-surveys/360-degree-employee-evaluation-template/) template.

**Create your employee self-evaluation form in SurveyLegend**

Use this employee self-evaluation form template to help employees prepare for a focused review conversation. It asks for goals, examples of work, obstacles, and the support needed next.

## 8 questions for your employee self-evaluation form

Use these 8 questions as a starting point. All fields are optional; choose one answer where choices are listed. Leave an irrelevant open field blank.

Respondent introduction:\
Reflect on the review period named by your manager. Use specific work examples without sharing confidential records. Your answers will support a review discussion, not create an automatic rating. All fields are optional.

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## A little feedback. A clearer picture.

Explore this 8-question example at your own pace. Every question is optional.

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SurveyLegend demo Question 1 of 8

### Employee Self-Evaluation Form

01 What name or employee reference should identify this review?

Share your answer, or skip this question.

02 Which review period does this reflection cover?

Share your answer, or skip this question.

03 Which agreed goal or responsibility received most of your attention?

Share your answer, or skip this question.

04 What work are you most pleased with, and what example supports that?

Share your answer, or skip this question.

05 What did not go as planned, and what affected the outcome?

Share your answer, or skip this question.

06 What did you learn that you would apply differently next time?

Share your answer, or skip this question.

07 What support would help you develop or do your work better?

Share your answer, or skip this question.

08 What should be a priority for your next review period?

Share your answer, or skip this question.

#### One last look

Review your answers before submitting this demo.

0 answered

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## How to customize your employee self-evaluation form

Use the employee’s agreed responsibilities and goals as context. Remove prompts that do not fit the role, and make the next-period question realistic for the work ahead. For example, a support employee might describe improving an internal guide rather than claiming responsibility for a company-wide satisfaction change. Avoid requesting confidential customer records as proof. Keep development needs separate from a promise that a course, promotion, or role change will be approved. Before sharing widely, try the questions with a few people from the intended audience and clarify anything they interpret differently.

## Printable employee self-evaluation form template

Use this printable employee self-evaluation form template before a face-to-face performance or development meeting. It includes the same questions and space to write, giving people who prefer paper or are less comfortable online another way to take part. SurveyLegend helps you offer both formats. Tell respondents where to return the completed form and who will review it. Paper answers need a separate review or manual entry process; they are not automatically added to online responses.

[![](https://www.surveylegend.com/user-guide-media/icons/download-pdf.svg) Download PDF](https://www.surveylegend.com/downloads/survey-templates/employee-self-evaluation-form-template.pdf)

Export employee self-evaluation form template as PDF

## AI prompt for a employee self-evaluation form

Give employees a clear starting point for a constructive review conversation.

The full prompt below specifies your employee self-evaluation form, including all 8 questions and response settings. Copy it, register for a free SurveyLegend account, and paste it into SurveyLegend’s AI survey creation tool. Review the result and add your organization’s details before sharing.

AI prompt for a employee self-evaluation form

[Use prompt directly in SurveyLegend](https://www.surveylegend.com/register/)

Create a free account, then paste the copied prompt into SurveyLegend.

Already have an account? [Sign in to create your employee self-evaluation form.](https://app.surveylegend.com/login/)

## Prepare a review discussion grounded in examples

Review the stated goals beside the examples and obstacles. Identify where the employee and manager need to clarify expectations, recognize a contribution, or agree on support. Turn the next-period response into a small number of specific actions with owners and check-in dates during the meeting. Do not score writing style or self-confidence as performance, and do not convert the free-text answers into an automatic ranking.

## Frequently asked questions

### Is this the same as a 360-degree review?

No. This form captures one employee’s reflection. A 360-degree review gathers perspectives from other people as well, using its own purpose and reporting process.

### Should employees give themselves a score?

This version uses examples and reflection instead of a numeric score. If your organization requires ratings, define the criteria and explain how they will be used.

### What if a goal changed during the review period?

Ask the employee to describe the change and its effect. Discuss the revised expectations rather than treating the original goal as unchanged.

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Give employees a clear starting point for a constructive review conversation. [Start free](https://app.surveylegend.com/register/) to create your employee self-evaluation form and adapt the questions to your audience.

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