Ƶ

Your data doesn't train Genie's AI

You keep IP ownership of your information

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Download a Standard Template

4.6 / 5
4.8 / 5
Access for free
OR

Alternatively: Run an advanced review of an existing

Let Ƶ's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.

What is an Evaluation Form?

An Evaluation Form helps organizations assess performance, skills, or outcomes in a structured way. In South African workplaces, these forms play a crucial role in employee reviews, training programs, and compliance with the Basic Conditions of Employment Act and Labour Relations Act requirements for fair performance management.

These standardized documents typically include rating scales, comment sections, and specific criteria aligned with job responsibilities or learning objectives. They're essential tools for HR departments, managers, and training facilitators to document progress, identify development needs, and make informed decisions about promotions, skill development, or performance improvement plans - while maintaining clear records for legal compliance.

When should you use an Evaluation Form?

Use Evaluation Forms during key assessment moments in your organization, such as quarterly performance reviews, training program completions, or project milestone evaluations. These forms become especially important when conducting annual employee assessments required under South African labour laws, or when documenting skills development initiatives for B-BBEE compliance.

The forms are vital during probation periods, promotion considerations, and disciplinary processes. They create a clear paper trail that protects both employer and employee interests while meeting Employment Equity Act requirements. Regular evaluations also help identify training needs, track progress against KPIs, and support fair, objective decision-making in career development.

What are the different types of Evaluation Form?

Who should typically use an Evaluation Form?

  • HR Managers: Design and implement Evaluation Forms aligned with company policies and labour laws, ensuring fair assessment criteria
  • Line Managers: Complete evaluations for their direct reports, document performance, and provide feedback during review cycles
  • Employees: Participate in evaluations, complete self-assessments, and engage in performance discussions
  • Training Coordinators: Use forms to assess learning outcomes and track skills development for B-BBEE compliance
  • Legal Teams: Review form content to ensure compliance with Employment Equity Act and labour regulations
  • Union Representatives: Provide input on evaluation criteria and protect member interests during assessment processes

How do you write an Evaluation Form?

  • Job Requirements: Gather detailed position descriptions, KPIs, and essential competencies for the role being evaluated
  • Assessment Criteria: Define clear, measurable performance indicators aligned with company objectives and South African labour standards
  • Rating Scale: Create a consistent scoring system with clear definitions for each performance level
  • Legal Compliance: Review Employment Equity Act requirements and industry-specific regulations
  • Stakeholder Input: Consult with HR, department heads, and union representatives on evaluation criteria
  • Documentation Process: Set up secure storage systems for completed forms that comply with POPIA requirements
  • Review Timeline: Establish clear evaluation cycles and deadlines for form completion

What should be included in an Evaluation Form?

  • Personal Information: Employee details compliant with POPIA requirements for data protection
  • Performance Criteria: Clear, measurable objectives aligned with job descriptions and company standards
  • Rating System: Defined evaluation scales with objective descriptions for each level
  • Feedback Section: Space for detailed comments and specific examples supporting ratings
  • Development Plan: Areas for improvement and proposed actions aligned with Skills Development Act
  • Acknowledgment Block: Signatures from evaluator and employee, with date and declaration of fair assessment
  • Rights Statement: Employee's right to dispute or appeal evaluation outcomes per Labour Relations Act
  • Confidentiality Notice: Statement on secure handling and storage of evaluation information

What's the difference between an Evaluation Form and an Audit Form?

While both documents assess workplace activities, an Evaluation Form differs significantly from a Audit Form in several key aspects. Understanding these differences helps ensure you're using the right tool for your specific needs.

  • Purpose and Scope: Evaluation Forms focus on individual performance, skills, and development, while Audit Forms examine systemic processes, compliance, and organizational controls
  • Timing and Frequency: Evaluation Forms are typically used at regular intervals (quarterly, annually) for ongoing assessment, whereas Audit Forms are often triggered by specific compliance requirements or risk events
  • Legal Framework: Evaluation Forms align with labour laws and employee rights legislation, while Audit Forms relate to corporate governance and regulatory compliance frameworks
  • Outcome Focus: Evaluation Forms generate action plans for personal development, while Audit Forms produce findings and recommendations for organizational improvement

Generate a Free
Evaluation Form

Get our South Africa-compliant Evaluation Form:

Access for Free Now
*No sign-up required
4.6 / 5
4.8 / 5

Find the exact document you need

Evaluation Sheet For Presentation

A South African-compliant structured evaluation tool for assessing presentations in professional and academic settings, incorporating comprehensive assessment criteria and feedback mechanisms.

Download

Customer Evaluation Form

A POPIA-compliant Customer Evaluation Form for South African businesses to gather and assess customer feedback while maintaining legal data protection standards.

Download

Call Monitoring Evaluation Form

A South African-compliant evaluation tool for assessing call center interactions, ensuring quality standards and regulatory compliance.

Download

30 Day Employee Evaluation

A South African law-compliant 30-day employee evaluation form for assessing new hire performance and making continued employment decisions.

Download

Self Evaluation Form For Receptionist

A South African-compliant self-evaluation form for receptionists to assess their performance and professional development needs.

Download

Bonus Evaluation

A South African law-governed document establishing the framework and criteria for employee bonus evaluations and determinations.

Download

Website Evaluation

A South African law-governed contract for professional website evaluation services, ensuring compliance with ECTA and POPIA requirements.

Download

Skills Evaluation

A South African law-governed agreement for conducting formal skills evaluations, aligned with SAQA requirements and national qualification frameworks.

Download

Product Evaluation Form

A standardized South African document for conducting and recording product assessments against regulatory requirements and quality standards.

Download

Service Evaluation

A South African-compliant agreement framework for conducting structured service evaluations and performance assessments.

Download

Employee Annual Review

A South African law-compliant document for conducting and recording annual employee performance evaluations, including performance assessment, goal-setting, and development planning.

Download

Annual Review Letter

A South African employment document that formally communicates annual performance review outcomes and resulting changes to employment terms and compensation.

Download

Company Evaluation

A South African law-governed agreement for professional company evaluation services, outlining evaluation scope, methodology, and deliverables.

Download

Nonprofit Executive Director Performance Evaluation

A South African-compliant performance evaluation framework for assessing nonprofit Executive Directors' effectiveness and leadership capabilities.

Download

Employee Appraisal

South African-compliant employee performance appraisal document for formal evaluation of employee performance and development planning.

Download

Summer Camp Feedback Form

A POPIA-compliant feedback form for South African summer camps, designed to collect structured assessment from participants and guardians.

Download

Student Performance Evaluation

A South African law-compliant document outlining the framework and criteria for student performance evaluation in educational institutions.

Download

Evaluation Letter For Student

A formal South African educational document assessing student performance and progress, compliant with national education and privacy laws.

Download

Software Feedback Form

A POPIA-compliant Software Feedback Form for use in South Africa, enabling structured collection of software user feedback while protecting all parties' rights.

Download

Personal Trainer Evaluation Form

A South African-compliant evaluation form for assessing personal trainer performance, competency, and professional standards in fitness facilities.

Download

Care Worker Appraisal

A South African-compliant performance appraisal document for evaluating care worker competencies and setting development goals.

Download

Vendor Performance Evaluation

A South African law-governed document that establishes the framework and criteria for systematic vendor performance evaluation and management.

Download

Team Member Evaluation Form

A South African law-compliant performance evaluation form for structured assessment of employee performance and development needs.

Download

Board Self Evaluation

A South African corporate governance document providing framework and methodology for Board of Directors' self-evaluation, aligned with local legislation and King IV Report.

Download

Performance Appraisal

A South African law-compliant performance evaluation document for structured employee assessment and development planning.

Download

Teacher Evaluation Form Word Document

A South African-compliant teacher evaluation form for assessing educator performance and development in accordance with IQMS requirements.

Download

Teacher Assessment Form For Students

A South African-compliant standardized form for teachers to assess and document student performance, progress, and development in educational institutions.

Download

Team Feedback Form

A South African law-compliant performance evaluation document for structured employee feedback and development tracking.

Download

Food Tasting Feedback Form

A South African-compliant feedback form for food tasting sessions, incorporating consumer protection, data privacy, and food safety requirements.

Download

Department Evaluation

A legal framework for conducting department evaluations in South Africa, ensuring compliance with local legislation while providing structured assessment guidelines.

Download

Customer Feedback Questionnaire Form

A POPIA-compliant Customer Feedback Questionnaire Form for collecting and processing customer feedback in South Africa.

Download

Construction Project Evaluation

A South African legal document for comprehensive evaluation of construction projects, assessing compliance, performance, and success factors under local construction laws and CIDB regulations.

Download

Leadership Evaluation

A comprehensive leadership evaluation framework compliant with South African employment and labor laws, designed for assessing leadership capabilities and performance.

Download

Health And Safety Performance Review

A comprehensive evaluation document for organizational health and safety performance and compliance under South African safety regulations.

Download

Project Evaluation Form

A South African regulatory-compliant document for comprehensive project assessment and evaluation across multiple criteria.

Download

Quarterly Appraisal

A South African law-compliant quarterly performance evaluation document for structured employee assessment and development planning.

Download

Product Assessment

A South African law-compliant agreement for conducting formal product assessments, testing, and certification processes in accordance with SABS standards.

Download

Sales Performance Evaluation

A comprehensive sales performance evaluation framework compliant with South African labor laws, providing structured criteria for assessing sales personnel effectiveness.

Download

Manager Appraisal Form

A South African-compliant performance evaluation form for assessing managerial effectiveness, aligned with local labor laws and organizational development requirements.

Download

Performance Evaluation Report

A South African compliant document for formal assessment and documentation of employee performance against set criteria, aligned with local labor laws and regulations.

Download

Vendor Assessment

A South African vendor assessment framework for evaluating suppliers' compliance, capabilities, and risks under local regulations including B-BBEE and POPIA.

Download

Performance Evaluation

South African performance evaluation document ensuring fair assessment practices and compliance with local labor laws.

Download

Supplier Evaluation Form

A South African-compliant supplier evaluation tool incorporating B-BBEE requirements and local regulatory frameworks for comprehensive vendor assessment.

Download

Employee Evaluation Form

A South African law-compliant employee performance evaluation document for structured assessment of work performance and development planning.

Download

Truck Driver Evaluation Form

A South African-compliant evaluation form for assessing truck driver competency, skills, and regulatory compliance.

Download

Training Evaluation Form For Employees

A South African-compliant form for evaluating employee training effectiveness, aligned with local skills development and data protection legislation.

Download

Tasting Form

A South African-compliant legal form for conducting product tasting sessions, including participant information, evaluation criteria, and necessary disclaimers.

Download

Student Appraisal Form

A standardized student evaluation document for South African educational institutions, providing comprehensive assessment of student performance and progress in compliance with national education laws.

Download

Self Evaluation Form For Security Guard

A PSIRA-compliant self-evaluation tool for security guards in South Africa, enabling comprehensive assessment of performance, competencies, and regulatory compliance.

Download

Self Assessment Form

A standardized tax declaration form for South African taxpayers to report annual income and calculate tax liability under SARS regulations.

Download

Self Analysis Form

A South African-compliant document for structured self-evaluation of professional capabilities and personal development needs.

Download

Proposal Evaluation Form

A South African compliant evaluation tool for systematic assessment and scoring of procurement proposals, incorporating technical, financial, and B-BBEE criteria.

Download

Promotion Assessment Form

A standardized South African assessment document for evaluating employees' suitability for promotion, ensuring compliance with local labor laws and employment equity requirements.

Download

Project Assessment Form

A South African-compliant project assessment tool for evaluating project viability, risks, and regulatory compliance requirements.

Download

Performance Appraisal Letter

A formal document used in South African workplaces to record and communicate employee performance evaluation outcomes, compliant with local labour laws.

Download

Performance Appraisal Form For Sales Manager

A South African law-compliant performance evaluation form for Sales Managers, incorporating key performance metrics and development planning in accordance with local labor regulations.

Download

HR Assessment Form

A South African-compliant HR assessment form for standardized employee performance evaluation and development planning.

Download

Executive Evaluation Form

A standardized form for evaluating executive performance in South African organizations, aligned with local corporate governance requirements and labor laws.

Download

Format For Feedback Form

A POPIA-compliant feedback form template for South African organizations to collect and process stakeholder feedback effectively.

Download

Feedback Form Learners

A POPIA-compliant learner feedback collection form for South African educational institutions, designed to gather and document student perspectives on educational experiences.

Download

Evaluation Survey Form

South African POPIA-compliant evaluation survey form template for structured feedback collection and assessment purposes.

Download

Feedback Form For Tourist

A POPIA-compliant tourist feedback collection form for use in South Africa's tourism industry, designed to gather and assess visitor experiences and satisfaction levels.

Download

Athlete Performance Evaluation Form

A South African-compliant legal document for systematic evaluation of athlete performance, incorporating assessment metrics and feedback mechanisms while adhering to local sports and labor regulations.

Download

Performance Evaluation Sheet

A South African compliant document for formal assessment of employee performance against set criteria, aligned with local labor laws and regulations.

Download

Church Event Evaluation Form

A South African-compliant evaluation form for assessing church events, covering safety, execution, and impact assessment aspects as per local regulations.

Download

Basic Evaluation Form

A South African law-compliant performance evaluation form for structured employee assessment and development tracking.

Download

Body Evaluation Form

A standardized South African healthcare document for conducting and recording comprehensive physical assessments and body evaluations, compliant with national medical and privacy regulations.

Download

Administrative Assistant Evaluation Form

A South African law-compliant evaluation form for assessing Administrative Assistant performance, incorporating both performance metrics and development planning.

Download

Food Tasting Evaluation Form

A South African-compliant form for conducting structured food tasting evaluations, including sensory feedback collection and necessary legal provisions.

Download

Self Evaluation Form

A South African-compliant self-evaluation form for employee performance assessment and professional development, aligned with local labor laws.

Download

Reference Evaluation Form

A South African compliant form for structured evaluation of former employees' performance and conduct, designed in accordance with local labor and privacy laws.

Download

Market Research Proposal Evaluation Form

A structured evaluation form for assessing market research proposals in South Africa, ensuring compliance with local regulations and industry standards.

Download

Course Evaluation Form

A South African-compliant course evaluation form for collecting student feedback on educational delivery and course effectiveness.

Download

Cv Evaluation Form

A South African-compliant structured form for evaluating job candidates' CVs against position requirements, ensuring fair and consistent assessment practices.

Download

Secretary Evaluation Form

A South African law-compliant performance evaluation form for secretarial positions, incorporating comprehensive assessment criteria and development planning.

Download

Performance Review Letter

A formal document used in South African workplaces to record and communicate employee performance evaluation outcomes, compliant with local labor laws.

Download

Individual Evaluation Form

A South African law-compliant employee evaluation form for structured performance assessment and development planning.

Download

General Manager Evaluation Form

A South African law-compliant performance evaluation form for General Managers, incorporating comprehensive assessment metrics and regulatory requirements.

Download

Developer Evaluation Form

A South African law-compliant evaluation form for assessing software developer performance, incorporating technical and soft skills assessment criteria.

Download

Restaurant Manager Evaluation Form

A South African-compliant performance evaluation form for restaurant managers, covering operational, financial, and leadership competencies.

Download

Software Evaluation Form

A South African law-compliant document that sets out terms and conditions for software evaluation, protecting both provider and evaluator interests.

Download

Receptionist Performance Evaluation Form

A South African law-compliant performance evaluation form for assessing receptionist duties, competencies, and professional development needs.

Download

User Evaluation Form

South African-compliant User Evaluation Form for structured performance assessment and feedback, aligned with local labor and data protection laws.

Download

Performance Appraisal Form For Doctors

A comprehensive performance evaluation tool for medical practitioners in South Africa, aligned with HPCSA guidelines and national healthcare standards.

Download

Church Service Evaluation Form

A South African-compliant church service evaluation form for comprehensive assessment of religious services and gathering structured feedback.

Download

Mentor Feedback Form

A South African-compliant document for structured mentor-mentee feedback and development tracking, aligned with local employment and data protection laws.

Download

Server Evaluation Form

A South African-compliant performance evaluation form for assessing server performance in hospitality settings, aligned with local labor laws.

Download

Machine Evaluation Form

A South African-compliant technical form for comprehensive machinery evaluation and safety assessment, aligned with local regulations and standards.

Download

Employee Safety Evaluation Form

A South African workplace safety assessment document for evaluating employee safety conditions and compliance with national health and safety regulations.

Download

Textbook Evaluation Form

A structured evaluation tool for assessing textbooks and educational materials in accordance with South African educational standards and CAPS requirements.

Download

Supervisor Appraisal Form

A South African law-compliant performance evaluation form for documenting employee assessments and development plans.

Download

Subcontractor Evaluation Form

A South African regulatory-compliant evaluation form for assessing and qualifying potential subcontractors, incorporating CIDB and B-BBEE requirements.

Download

Personal Training Evaluation Form

A South African-compliant fitness assessment and client evaluation form for personal training services, incorporating health screening and legal provisions.

Download

Employee Attitude Evaluation Form

A South African law-compliant form for evaluating employee attitudes and workplace behaviors, designed to provide structured feedback while ensuring fair labor practices.

Download

Electrician Evaluation Form

A South African regulatory-compliant form for evaluating electrical installations and safety standards in properties, aligned with SANS 10142-1 requirements.

Download

Bus Driver Evaluation Form

A South African-compliant evaluation form for assessing bus driver performance, safety compliance, and professional competency.

Download

Trainee Performance Evaluation Form

A South African law-compliant performance evaluation tool for assessing trainee progress, competency development, and training effectiveness.

Download

Presentation Feedback Form For Students

A standardized South African educational assessment tool for evaluating and providing feedback on student presentations, compliant with local education regulations.

Download

Post Training Effectiveness Evaluation Form

A South African-compliant evaluation form for assessing training effectiveness and documenting skills development outcomes in accordance with local labor laws.

Download

Post Evaluation Form For Training

A South African-compliant training evaluation form for gathering participant feedback and maintaining regulatory compliance with Skills Development Act requirements.

Download

Performance Appraisal Evaluation Form

A South African law-compliant Performance Appraisal Evaluation Form for structured employee performance assessment and development planning.

Download

Caregiver Performance Evaluation Form

A South African-compliant performance evaluation form for assessing caregiver competencies, skills, and professional conduct in healthcare settings.

Download

Barista Evaluation Form

A South African-compliant performance evaluation form for assessing barista skills, competencies, and regulatory compliance in food service establishments.

Download

Appraisal Form For Teachers

A standardized teacher evaluation document for South African educational institutions, compliant with IQMS requirements and national education standards.

Download

Referee Evaluation Form

A South African compliant form for collecting structured referee feedback on job candidates, aligned with local employment and privacy laws.

Download

Professor Evaluation Form

A South African-compliant evaluation form for assessing professor performance across teaching, research, and service dimensions in higher education institutions.

Download

Restaurant Evaluation Form

A South African compliant assessment tool for evaluating restaurant operations, safety standards, and service quality.

Download

Kitchen Staff Evaluation Form

A South African-compliant evaluation form for assessing kitchen staff performance, incorporating local labor laws and food safety standards.

Download

Demo Evaluation Form

A South African-compliant evaluation form for documenting and assessing product or service demonstrations, aligned with local consumer protection and data privacy laws.

Download

Confirmation Appraisal Form

A South African law-compliant performance evaluation form used to assess and document an employee's suitability for permanent employment following their probationary period.

Download

Appraisal Form For Nurses

A standardized nurse performance evaluation tool compliant with South African healthcare regulations and SANC requirements.

Download

Safety Training Evaluation Form

A South African regulatory-compliant form for evaluating and documenting workplace safety training completion and competency assessment.

Download

Hotel Employee Evaluation Form

A South African law-compliant evaluation form for assessing hotel employee performance, incorporating hospitality industry standards and local labor requirements.

Download

Employee Feedback Form

A South African law-compliant Employee Feedback Form for structured performance evaluation and development planning.

Download

Anonymous Evaluation Form

A POPIA-compliant Anonymous Evaluation Form for use in South Africa, designed to collect confidential feedback while maintaining respondent privacy and legal compliance.

Download

Training Evaluation Report

A South African compliance document that evaluates training program effectiveness and outcomes, aligned with local skills development legislation.

Download

Service Evaluation Form

A South African-compliant form for evaluating service provider performance and quality against preset criteria.

Download

Quality Assurance Evaluation Form

A South African-compliant quality assurance evaluation form for systematic quality assessment and documentation of findings, aligned with local standards and regulations.

Download

Professional Development Evaluation Form

A South African-compliant professional development evaluation document for assessing employee performance and planning career growth initiatives.

Download

Poster Evaluation Form

A South African-compliant form for systematic evaluation of poster presentations in academic and professional settings.

Download

Property Evaluation Form

A standardized South African property evaluation document for professional valuation of real estate assets, compliant with local legislation and industry standards.

Download

Event Feedback Form

A POPIA-compliant event feedback collection form for South African events, designed to gather and process attendee responses while protecting personal information.

Download

ұԾ’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ұԾ’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

We are ISO27001 certified, so your data is secure

Organizational security:

You retain IP ownership of your documents and their information

You have full control over your data and who gets to see it