Templates/universal/Performance Review

Performance Review

Comprehensive employee performance evaluation with likert-scale competency ratings, goal-setting sections, overall assessment, and three-way signature block for employee, manager, and HR.

complex~30 min to customizeuniversal

When to Use This Template

Use for annual, semi-annual, or quarterly performance reviews. The manager completes the evaluation, reviews it with the employee, and all parties sign to acknowledge the discussion.

What's Included

  • ✓Employee and review period identification
  • ✓Likert-scale ratings across five competency areas
  • ✓Goal-setting repeating section for next review period
  • ✓Overall performance rating dropdown
  • ✓Manager comments and employee self-assessment
  • ✓Three-way signature block (employee, manager, HR)

Frequently Asked Questions

Can I add or change the competency categories?

Yes — edit the likert block to add, remove, or rename the row items and column labels. You can also add entirely new likert blocks for additional competency areas.

Should the employee see the form before the meeting?

That depends on your organization's policy. Many companies have the employee complete a self-assessment section before the review meeting, while the manager fills in the ratings independently.

What do the rating levels mean?

1 = Needs Improvement (below expectations), 2 = Developing (partially meets), 3 = Meets Expectations, 4 = Exceeds Expectations, 5 = Outstanding (consistently exceptional).

Performance Review

Complex

Free — no account required to preview

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