15+ Sample table employee evaluation Excel/GG Sheets full departments

This article Lac Viet SureHCS will help enterprises to understand: the staff is what, why necessary, by building and using the sample employee evaluation efficiency, at the same time suggesting solutions to digitize the entire review process to enhance performance human resource management.

1. Overview of assessment staff

1.1 Board staff reviews what is?

Table employee evaluation the document is designed to recognition, measurement, feedback on the level of completion of work of each individual in the enterprise. This is an integral part in the process of hr management to help businesses identify who is doing well? Who needs support? Where is the need to improve to enhance general performance.

The purpose of the assessment board staff:

• Measure work efficiency: Helps managers can look objectively on the results of implementation of tasks of each employee.
• Base decision-making personnel: Be grounds for review salary increase, bonus, promotion or re-training.
• Capacity development: through feedback, employees clearly understand the strengths and points to improve by itself.

Illustrative example: A sample employee evaluation Excel usually consists of the columns: name, location, evaluation criteria (skills, expertise, attitude, work efficiency...), the self-assessment, management reviews, total points, review general. This form helps businesses easily sum up the results, comparison between the reviews.

1.2 why the need for panel building, personnel evaluation in lesson?

• Ensure performance reviews more objective: many businesses today still rely on feelings to review staff. This can lead to bias or lack of impartiality. When there is board employee evaluation criteria is standardized, the evaluation based on the data, the results of practical work. This creates confidence for staff management there are clear grounds when making decisions.
• Process optimization, human resource management: An evaluation table is design science will link directly with the system, KPI, C&B (salary), training. When digitized by software personnel management, businesses can track the progress rate by month, quarter, or year without action.
• Increase mounting internal motivation: When employees clearly understand the assessment criteria and feedback transparently, they tend to be more active in the work.
• Create a platform for sustainable development: the employee not only as tools to measure current performance, but also is the basis of building roadmap for long-term careers. When the data is fully cached, business easily identify the individual has the potential to grow from that training planning and design task fit.

In summary, the deployment of the employees, it helps businesses build work culture of transparency, motivational, personal development, improving the competitiveness of the organization.

2. Sample table reviews staff need to have components?

A table employee evaluation is built science not only help businesses measure the true capacity and work performance, but also create a platform for the personnel decisions such as salary, promotion, training and development. To table reviews to promote efficiency, the business should ensure the structure consists of the following sections:

2.1. Employee information, location work

The open top of the reviews, employees need to specify the basic information such as: name, department, position, the rating, assessment (month, quarter, year).

The goal of this section is to identify the right audience is rated ensure data is stored systematically. In the evaluation form employee in Excel, here is the help enterprises easily filter statistics and track history reviews of every employee over time.

Values bring:

• To limit errors in the process of synthetic data.
• Business support track the progress of staff through many other reviews, serves for training plan or review year end bonus.

2.2. Work objectives (KPI/OKR)

The goal of work is the most important part in the evaluation. Businesses should set a target according to model SMART (Specific – measurable – attainable – realistic – for a limited time).

For example, instead of recording “Increase sales”, should specific culture of “Reach 110% of sales month than planned”.

With the location of business or accounting, the goal is often associated with KPI template employee evaluation Excel, as percentage of completion revenue plan, the number of contracts signed, the accuracy of financial statements or the time to handle the job.

Values bring:

• Help managers easily compare the actual results with the goals set out.
• Employees understand the expectations of the business, from which it is oriented, strive for clarity.
• Increase transparency in the review rewards, the final evaluation.

2.3. Criteria for evaluating personnel

This part is the “heart” of the employee evaluation, demonstrating the capacity, behavior, results are needed at each location.

The criteria common include:

• Professional competence: the Ability to perform the work according to occupational standards (e.g., accuracy when making a report, negotiation skills, skills to use the software, service).
• Mental attitude of cooperation: the Level of active spiritual support team, comply with internal regulations.
• Results quality of work: the Rate of complete quests, level meet the requirements of customers or superiors.
• Innovative process improvement: the Ability to come up with the idea to help optimize time, reduce costs, or improve productivity.

Values bring:

• Help business comprehensive review staff not only through the results, but the potential capacity.
• Create a base to build training programs for capacity development (Learning & Development) appropriate for each individual.
• Help employees get to know the strengths, point to improve from that plan to develop specific career.

2.4. Score, review overview of level on

After you complete the detailed evaluation, the manager needs aggregated scores, with a particular comment about outstanding achievement, and points that need improvement.

Many template employee evaluation Excel now has been designed automatic calculation of total points, average classification results (A – excellent, B – Good, C – Needs improvement).

Values bring:

• Help the evaluation process transparent and easy to track.
• Provide the basis data for the hr department when general to report periodically, to avoid confusion in stitches rating, reward and punishment.
• Create opportunities for feedback two-way: employees can exchange directly with upper level to understand the assessment results.

2.5. Improvement plan, personal development IDP

This is a long-term orientation of the business with employees. After each assessment, the management should be the same staff, unified goals, personal development, for example: participate in the training course management skills, improve Excel skills, or learning more expertise in finance.

Values bring:

• To help businesses move from “rating” to “development”, navigate to the culture of learning and continuous improvement.
• Create cohesion staff, expressed businesses interested in the development path of each person.
• Is the data important input for strategy training plan human resources.

A panel reviews the efficient staff is not just a form administration, which is a strategic tool to help businesses grow the hr team comprehensive. Business can start with a template, employee evaluation Excel simple, then move on to the evaluation system automatically by software such as Vietnam SureHCS help synthesize data, analyze KPI, report instant.

3. 15+ Sample table employee evaluation Excel/GG Sheets full departments

Every business structure, work, peculiarities of different activities, so that the table employee evaluation should be designed flexibly to reflect the capacity, efficiency and attitude of working for each location.

Here are 4 types of table reviews popular today that businesses can refer, in conjunction with template employee evaluation Excel or deploy directly on the evaluation software automatically.

3.1. The sales staff, sales

Main goal: performance Measurement, sales ability, customer retention, level of contribution to revenue.

Evaluation criteria common include:

• Sales gain compared with the target (accounting for 40-50% of the total points KPI).
• Rate pegs single customer back – reflected the quality of service, advisory capacity.
• The level of compliance, sales process, update customer information in the CRM system.
• Attitude, the spirit of cooperation in the team.

For example, with kpi template employee evaluation Excel, business can set column target – actual result – score – a review. This data can be integrated into software hr management as SureHCS help automate the process of synthesis, analysis, limited

3.2. The board reviews accountant

Goal: Ensure the precision, discipline, and responsibility in work, financial – accounting.

The important criteria:

• Accuracy of financial reports (controlled by the number of times adjusted or false).
• Speed job completion time processing vouchers and submit timely reports.
• Compliance with legal regulations, internal processes.
• Ability to coordinate relevant departments especially with the C&B administration.

Due to the nature of work requires high accuracy, the staff accountant is often applied frame points 1-5 or weight of 70 to 30, of which 70% based on the KPI work and 30% for behavioral factors. A sample employee evaluation, accounting in Excel can include the columns: category job – target – Weighted – Point evaluation – Scoring department – notes helps to keep track of transparency there are clear grounds for review bonus end of the period.

3.3. The employees monthly

Goal: track progress, work efficiency periodically to help management and staff have the opportunity for feedback, adjust soon.

Practical benefits:

• Help the team capture the progress or signs of decline of the staff.
• Provides data platform for reviews, quarterly, year-end to avoid feeling in scoring.
• Promote a culture of feedback (continuous feedback) – a trend human resource management modern.

Businesses can apply evaluation form hr monthly in Excel, including criteria such as job performance, work ethic, innovative, compliance, level of cooperation. With the scale of personnel, the management can cause overload – this is exactly the reason should switch to the software, personnel evaluation automatically to systematize data and track trends in long-term capacity.

3.4. The staff end of year

Objective: to summarize the whole process work in years, is the basis for review bonus, salary increase or planning training next year.

Methods for effective implementation:

• Aggregate data from the month/quarter, to ensure fair evaluation, avoid feeling.
• Coordinate reviews of 360 degrees (from superiors, colleagues, subordinates, self-assessment) to reflect the comprehensive capacity.
• Use software to automate processes general classification ranking employees.

The selection of the sample employee evaluation appropriate to each location and the stage will help the business ensure both fair, just, motivational development for employees. Although using the sample employee evaluation Excel or turn to specialized software, it is important to formulate clear criteria, database tracking, continuous feedback. When done properly, a review process is not just test tool but also as leverage to help the business development team, retain talent.

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4. How to build board review staff efficient for business

To table employee evaluation really become a tool to support performance management in business, managers need to implement according to the process, it ensure the fair and transparent and has the ability to reflect the capacity of each individual.

Here are 5 key steps to help business build the rating system efficiency, suitable for any scale organization.

Step 1. Identified target of evaluation clear

Each assessment should be designed based on specific goals, businesses want to measure anything: job performance, professional competence or conduct work attitude.

For example:

• If the business is in the stage of scaling, target of evaluation should focus on performance, capacity enforcement to optimize resources.
• If the goal is development team, inheritance, business should focus on the potential development and leadership.

This confirms, determine the right target of evaluation is the foundation for the entire hr system operate more efficiently.

Step 2. Establish criteria for evaluating SMART

The criteria in the evaluation form staff should adhere to the principle of SMART – Specific (Specific), measurable (Measurable), attainable (Achievable), realistic (Realistic) and a term (Time-bound).

For example, instead of the “Complete the good work”, the business can set a specific target, like “100% Complete financial statements for the period before the 10th of every month, wrong number does not exceed 1%.”

If businesses are using the sample employee evaluation Excel, the quantitative criterion SMART helps easily aggregate score, collated between departments.

In addition, management software, personnel such as Vietnam SureHCS allow to set KPI automatically according to each location to help standardize evaluation, eliminating the element of feeling in scoring.

Step 3. Combine 360 degree assessment to ensure objectivity

360 degree assessment is a method of collecting feedback from multiple sources: superiors, peers, subordinates, customers, internal or external.

This method helps business look get comprehensive capacity and behavior of the staff instead of just based on the angle of view a way of management.

Businesses can start by kpi template employee evaluation Excel, additional columns documented feedback from stakeholders. When the scale hr extension, the integrated 360 degree assessment in software HRM helps to reduce the volume of manual work, increase transparency in the process of review bonus – promotion.

Step 4. Software application reviews staff to automate the process

If sample employee evaluation Excel only fit small business, then in medium scale, the application software, personnel evaluation is inevitable trend.

The system such as Vietnam SureHCS allows:

• Automatically aggregate points KPI, capacity, acts by individuals or departments.
• Analyze performance data in real time to help administrators detect early trends in reduced efficiency.
• Custom sample rate flexibility according to each position, rank, or strategic objectives.
• Connect to the module salary – bonus – training help build cycle hr management closed.

Step 5. Ensure transparency, feedback, two-way

A table reviews only really effective when employees clearly understand the criteria is timely feedback and have the opportunity to propose improvements.

Business should organize the exchange rate for best results, listen to feedback, from that given plan personal development (IDP) for specific employees.

Transparency not only in public results, but also shown by the way the recorded effort and respectful feedback. Research from LinkedIn Learning (2024) shows that 74% of employees feel engaged than when granted on clear feedback about the results of the assessment, development roadmap then (source: LinkedIn Learning Report 2024).

A panel reviews the efficient staff not only is measurement tools, but also the strategy of human development. When designed right, have clear goals, specific criteria, objective methods, the technology platform support – the business will not only evaluate the right person, but also nurturing the culture of feedback, equitable, sustainable development.

5. Vietnam E-Learning – training solutions to improve capacity team after reviews

After the completion of the employee, the next important step is construction planning, training and development personal (IDP) based on assessment results. This is the transition period from the “rated capacity” to “capacity development”, to help employees not only recognize the strengths, his weaknesses, but also the roadmap clearly improved.

To effectively implement this process, many businesses now choose software training online Vietnam E-Learning – solutions company Vietnam developed to help automate the entire operation internal training, track learning progress, and evaluate the results after training.

Vietnam E-Learning is management system online training (LMS) designed specifically for enterprise, allowing organizations internal courses, flexibility in many forms: videos, documents, quiz, test, online classes (Live Class).

Enterprise value received when the app is Vietnam E-Learning

• To optimize costs, training time: Up to 60% of the cost compared to the traditional training.
• The study: the proposed System course in accordance with capacity development goals of each employee.
• Measure efficiency after training: automated statistics completion rates, test scores and the degree of improvement in capacity, help HR easily re-evaluation after training.
• Increase the learning experience: modern interface, easy to use, can learn anytime – anywhere on your computer or phone.

When combined Lac E-Learning with hr software lacviet SureHCS, business will build is a cycle hr management closed from rated capacity → training → track results → rewarded/promoted.
This is a comprehensive solution to help businesses not only “reviews right people” but also “develop in the right way,” contribute to improving productivity, the spirit stick and the quality of the team in the long term.

Finally, a table of employee evaluation is designed not only to help businesses measure performance work, but also become a strategic tool to develop people, build culture to promote organizational effectiveness. When the evaluation criteria are clearly defined, attached to the target business system auto tracking, business will easy to identify competencies truth of the individual, from which it can base decisions training, reward or promotion fair more accurate. Don't let the board staff reviews only the administrative procedure – let's turn it into tools, motivation, and development.