Employee Evaluation
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Employee Review
Review Finalized — The supervisor has completed their review. The employee has been notified via email to review and sign.

This Employee Evaluation form is to be completed by both the employee and the supervising manager. If you are completing this form as part of the self-review portion of your review, please complete all Employee designated sections. To assist with discussion points during the review process, you are strongly encouraged to provide comments where prompted.

Once you complete your assigned portion of the review form, your supervisor will review your responses and add their scores and comments. The completed form will be discussed in its entirety between you and your supervisor during your scheduled review time. Your review will be approximately 60 minutes in length, but total time may vary. For any questions or comments about your annual review or the contents of this form, please reach out to Human Resources.

Core Values

Please evaluate employee performance since the start of the current calendar year according to each of the listed company core values. Please rate the performance based on a scale of 1-3 according to the associated criteria below. You may use increments of 0.5 for each individual rating. In addition to your ratings, please provide supporting comments that address any strengths and weaknesses in the designated area below.
1 Does Not Meet Expectations 2 Meets Expectations 3 Routinely Exceeds Expectations
🔒 Employee scores are locked. You are completing the Supervisor columns.
Core Value Employee Rating Supervisor Rating
We Are Master Problem Solvers
We Are Diligent
We Deliver Results
We Are Truthful
We Communicate Clearly, Professionally, and Reliably
We Are Passionate About Learning and Sharing Knowledge
Average Score – –
Employee Comments EMPLOYEE
Supervisor Comments SUPERVISOR

Key Performance Indicators (KPIs)

Please evaluate employee performance since the start of the current calendar year according to each of the listed KPIs. Please rate the performance based on a scale of 1-3 according to the associated criteria below. You may use increments of 0.5 for each individual rating. In addition to your ratings, please provide supporting comments that address any strengths and weaknesses in the designated area below.
1 Does Not Meet Expectations 2 Meets Expectations 3 Routinely Exceeds Expectations
🔒 Employee scores are locked. You are completing the Supervisor columns.
KPI Employee Rating Supervisor Rating
Please select a Role above to load KPIs.
Average Score – –
Employee Comments EMPLOYEE
Supervisor Comments SUPERVISOR

S.M.A.R.T. Goal Execution

The following section will be used to assess and discuss the execution of your designated S.M.A.R.T. Goals. In the section below, please identify your S.M.A.R.T. Goals, and indicate whether or not you completed them in their entirety as of the date of today's date. If you were not assigned S.M.A.R.T. Goals for the current calendar year, or you do not recall your exact goals, please reach out to your supervisor before completing this section. You may use the provided comments section to add any supplemental information you feel may be pertinent to your review.

Please identify each of your S.M.A.R.T. Goals and indicate whether they were completed in full. If you do not recall your exact goals, contact your supervisor before completing this section.

Goal 1
Goal 2
Goal 3 (if needed)
Employee Comments EMPLOYEE
Supervisor Comments SUPERVISOR

S.M.A.R.T. Goal Planning

S.M.A.R.T. Goals are used as a means to ensure continuous professional development throughout your career at Swarming. New S.M.A.R.T. Goals for the coming year will be discussed with you during your review session and will be mutually agreed upon between you and your supervisor. Please use the section below to brainstorm some suggestions for S.M.A.R.T. Goals you would like to accomplish in the coming year.

Please remember that S.M.A.R.T. Goals are the following: Specific, Measurable, Attainable, Result-Focused, Time-Based.

S.M.A.R.T. Goals are: Specific · Measurable · Attainable · Result-Focused · Time-Based. New goals will be mutually agreed upon between you and your supervisor.

Goal 1
Goal 2
Goal 3 (optional)

Employee Feedback

The following questions present an opportunity for you to provide feedback to the Management Team regarding your work experience since the beginning of the calendar year. Please take some time to answer each question openly and honestly.
Since the beginning of the calendar year, what do you feel were your most significant accomplishments? Your response may include personal and collaborative achievements.
What do you feel were your biggest challenges, personal or collaborative, since the beginning of the calendar year?
What aspects of your job do you MOST enjoy?
What aspects of your job do you LEAST enjoy?
Considering all aspects of the business (Delivery, Sales, Operations, HR, etc.), what is something that Swarming DOES NOT do today that you feel is imperative to the company's future success?
What kind of support or guidance would you like to see from the Swarming Management Team? (Your supervisor and Leadership Team)

Final Assessment

Summary comments from both the employee and supervisor.
Employee Summary EMPLOYEE

Please use this section to provide a brief summary of how you feel you performed since the beginning of the calendar year. You may include comments on your current position, progress, and aspirations for the coming or remainder of the year.

Supervisor Summary SUPERVISOR

This section is a summary of the employee's overall performance since the beginning of the calendar year from the perspective of the direct supervisor and the Leadership Team.