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Performance evaluation form

Rate an employee from 1 to 5 on six criteria; the average and the rating word (Outstanding to Poor) are worked out. Comments and three signatures. Free PDF.

How to fill in this performance evaluation

  1. 1Company name
    e.g. Bayanihan Logistics and Trading Corp.
  2. 2Company address
    e.g. Unit 501, Cityland Pioneer, 128 Pioneer St., Mandaluyong City 1550
  3. 3Company phone and email
    e.g. (02) 8631 4402 · hr@bayanihanlogistics.ph
  4. 4Employee
    e.g. Kristine Joy M. Aquino
  5. 5Position
    e.g. Senior Accounting Staff
  6. 6Department
    e.g. Finance and Accounting

When to use it

Use the regular review once or twice a year for regular employees — for merit increases, promotions, bonuses, or a coaching plan. Agree the rating period and the criteria with the employee at the start of the period, not at the end.

Rate fairly, and write it down

A rating only holds up if it is backed by what actually happened in the period.

  • Rate the whole period, not the last two weeks.
  • Use the scale the same way for everyone: 3 means the job is done as expected.
  • Back every 1, 2 or 5 with an example in the comments.
  • Discuss it with the employee before they sign, and give them a copy.

The rating scale

5 Outstanding — far exceeds what the job requires. 4 Very Satisfactory — exceeds it. 3 Satisfactory — meets it. 2 Fair — partly meets it; improvement needed. 1 Poor — does not meet it.

Questions people ask

How is the overall rating worked out?

The paper averages the ratings you typed (1 to 5) and gives the word: 4.50 and up Outstanding, 3.50–4.49 Very Satisfactory, 2.50–3.49 Satisfactory, 1.50–2.49 Fair, below 1.50 Poor. A criterion left blank is not counted.

Does the employee's signature mean they agree?

No. It shows the employee received and read the evaluation. An employee who disagrees should still sign and may write their comments or attach a reply. Keep the signed copy in the employee's 201 file.

Can we change the criteria?

The six criteria are a common set for office and field staff. If your company uses its own form or key performance indicators, rate those instead and write them into the comments — or ask for a custom version.

Is this an official government form?

No. It is a company's internal form in a common Philippine format. Government offices use the CSC's Strategic Performance Management System (SPMS) forms instead.

This page explains common practice and is not legal advice. Offices set their own rules — when in doubt, call ahead or ask your notary or lawyer.