The Checklist - How to Be an Excellent Employee is a guide designed to help employees understand the key behaviors and attitudes that contribute to a positive work environment. Unlike standard employee handbooks, which often focus on prohibited conduct, this checklist emphasizes desired behaviors and encourages employees to take initiative and foster a collaborative atmosphere at work.
This checklist is valuable for new employees who want to understand workplace expectations clearly. It can also be used by current employees seeking to enhance their professional skills and contribute positively to their work environment. Managers may refer to this checklist when developing training programs or performance reviews to recognize excellent employee behavior.
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Download a copy, print it, send it by email, or mail it via USPS—whatever works best for your next step.

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If this form requires notarization, complete it online through a secure video call—no need to meet a notary in person or wait for an appointment.

We protect your documents and personal data by following strict security and privacy standards.
Considering goals: Setting guidelines: Choose your rewards: Communicate the program:
Self-Evaluation. A self-evaluation requires an employee to judge his or her own performance against predetermined criteria. Behavioral Checklist. 360-Degree Feedback. Management by Objectives. Ratings Scale.
1) Attendance. Punctuality is one of the strongest virtues an employee can possess. 2) Innovation and Creativity. 3) Leadership. 4) Communication Skills. 5) Collaboration and Teamwork. 6) Time Management. 7) Customer Experience. 8) Problem Solving.
W-4 form (or W-9 for contractors) I-9 Employment Eligibility Verification form. State Tax Withholding form. Direct Deposit form. E-Verify system: This is not a form, but a way to verify employee eligibility in the U.S.
Leadership Skills. Organizational Skills. Excellent Written and Verbal Communication. Intelligence. Active Listening Skills. Honesty, Ambition and a Strong Work Ethic.
Communication. Collaboration and teamwork. Problem-solving. Quality and accuracy of work. Attendance, punctuality and reliability. The ability to accomplish goals and meet deadlines.
Set Performance Standards. Set Specific Goals. Take Notes Throughout the Year. Be Prepared. Be Honest and Specific with Criticism. Don't Compare Employees. Evaluate the Performance, Not the Personality. Have a Conversation.
Your criteria for judging employee performance should include quantitative elements such as their goals and target achievement. While much of a performance appraisal is qualitative and subjective, the goals and achievement element is objective and measurable in clear numbers.
Submit a job requisition form to HR. Complete a background check. Review the schedule and job basics. Review job descriptions and duties. Complete all new hire forms. Prepare team introductions. Prepare their work environment. Prepare for new hire training.