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How to Effectively Utilize an Employee Evaluation

November 07, 2013 at 2:35 PM

There are a multitude of different challenges that some businesses face when they want to manage staff members. Managers and owners want to ensure that their staff members are performing up to expectations during their job. They will also want to be prepared to answer any questions staff may have about their compensation or the employee benefits they may be eligible to receive. It can be important for managers to utilize an employee evaluation to resolve these kinds of issues. When managers issue an employee performance report, it should be done to achieve a specific goal they have in mind.

First, managers should identify specific times of the year when a performance evaluation may be helpful. Some choose to conduct them on a quarterly basis, since this can coincide with reports on how the company as a whole is doing. Managers may want to review some of the data they have collected on both employee and customer behavior over a time period. Staff management software can actually help streamline this process, since it allows for information to be kept on individual employees. Some of them may want to work with the software ahead of time, since this could be informative. Many managers will be surprised by how much easier the process goes when they utilize this kind of performance evaluation software.

You may just be impressed by the sum total amount of information that can be stored within these kinds of software packages. They will often allow you to catalog the amount of time taken off by an employee and whether they have sick time remaining. You can also review whether they are eligible to upgrade their benefits or to receive a bonus. The employee will likely be interested in hearing about much of this information during the performance evaluation that you hold. So be prepared to know your facts, since you may have to meet with many employees during this time period. It can feel overwhelming, but personnel files can be effectively stored within these kinds of software packages.

A key component to running an employee evaluation will be to keep things running smoothly. You will need to think about whether you can work with an employee performance report to generate objective facts about how someone has done for a quarter. When you are able to stick to some of the objective facts about their performance, there is less chance that the meeting will turn personal. Many managers will appreciate this, since they can focus on some of the more important outcomes that they could generate from these evaluations. They can also discuss issues with an employee in a calm and convincing manner.

In all, managers should view an employee evaluation as an opportunity rather than as an obligation. It could help change some misconceptions that people may have about their job or about issues that have happened. Some managers can also think about using this as a chance to handle some official business, such as filing important documents for employees. But above all else, they should realize that an employee evaluation is a unique opportunity to discuss important information in a professional manner.

Tags: employee evaluations performance evaluation

Staff Files helps managers keep electronic personnel records including employee performance evaluations. Download a free demo/trial edition of the software to try it out!


Have questions about Staff Files? Call us at 1-800-874-8801 or email us at sales@abs-usa.com.

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