How to Plan an Evaluation
Human Resources workers are involved in the evaluations of employees for a company. If you are planning an HR evaluation for an employee, there are several things that you will need to focus on before the scheduled appointment. Using the "Management By Objectives" approach will allow you and the employee to focus on their strengths and weaknesses. Giving an employee goals to complete will give them a sense of pride in their job as well as a rubric to follow in the future.
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Instructions
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1
Decide on the HR style that you would like to use for your evaluation. There are a lot of different methods you can choose from such as Management By Objectives, Behaviorally Anchored Rating Scale, The Point Scale, or the 360-Degree Evaluation (see References links).
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2
Gather all files needed for the evaluation. These could be the employee's files or any write-ups done by the employee's supervisor. These could also be former evaluations done by your HR department.
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Use kind words when addressing the employee. Being overly critical could inflate the situation and make the two of you uncomfortable.
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Ask about previous goals set by the HR department and how the employee has achieved or worked toward reaching them.
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Ask the employee what you think his or her strengths and weaknesses are. Have them explain why they think this is true. Make sure they are citing examples from their current position within the company.
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Have the employee tell you about a time when they didn't handle a problem properly. Ask them how they should have handled the situation and what they have learned from the situation.
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Make a list of goals for the employee to accomplish on a daily, monthly, and then yearly basis. This allows the employee to see what is expected of them in the workplace.
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Have the employee come up with a list of their own based on their strengths and weaknesses. Ask them how they can improve both their strengths and weaknesses for the betterment of the company.
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Follow up with the employee's supervisor after the evaluation has taken place. This gives the supervisor an idea of what the employee needs to do to stay on track with the goals set forth by the evaluation.
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Tips & Warnings
Always meet in private. The privacy of the employee is very important.
Make copies of all documents used and signed during the evaluation.
