Employee Performance Evaluation Software

August 29, 2014 12:33 PM

I am looking for recommendations for simple software to assist our managers with doing their employee performance evaluations efficiently and timely. Our small company has about 20 employees, and we have previously used paper evaluations but would like to move toward software for this. I would like something where the manager selects a rating for a particular category, and the software auto-fills in some generic description text that the manager can then alter. Then the form can be exported to PDF. Integrated self-evaluations would be nice, but not necessary.

Most of the software I'm finding are too big and do too much. What we don't need:
- full HR Management/Payroll software
- 360 feedback
- recruitment/on-boarding
- multiple templates
- digital approval process
- org charts
- time & attendance

What we do need:
- easy for managers to use
- auto-filled suggested comments
- export to PDF

Any suggestions that other small companies are using would be most appreciated!

posted by rhapsodie to Computers & Internet (8 answers total)

This would be trivial to do in Excel.
posted by crazycanuck at 1:55 PM on August 29, 2014

Excel or google forms. Any polling/webform software would be able to do grab the info quickly and then you can mail merge in excel and word to create the letters.
posted by viggorlijah at 6:50 PM on August 29, 2014

Use drop down boxes or checkboxes for the auto suggested comments with an additional text box for free form notes. Do the manager is basically entering an employee id and then checking off a long list, adding notes if needed and hitting submit.
posted by viggorlijah at 6:52 PM on August 29, 2014

Google Forms are super easy to email out to people.
posted by oceanjesse at 7:28 PM on August 29, 2014

Response by poster: Excel requires me to set up and populate with the verbiage, and I don't have the time. I am specifically asking for software that currently exists to do this.
posted by rhapsodie at 8:47 PM on August 29, 2014

You can use Adobe PDF creator I think to turn a scanned paper form into an online form quickly that gathers the data entered into a table. I've done that and it was faster than recreating the form and familiar to everyone involved - just drawing boxes over the form and assigning field names.
posted by viggorlijah at 8:53 PM on August 29, 2014

A friend of mine has a company with some automated tools that may be helpful to you. If you memail me, I will give you the contact information.
posted by jazh at 3:51 AM on August 30, 2014

I work for a company that does all of this except for per-filled comments. We consciously didn't add this as a feature since this makes the feedback a lot less usefull. We do have a plan where you can essentially create and run the process yourself. If you are interested me-mail me.
posted by pyro979 at 12:41 PM on August 30, 2014