Employee Performance Review
A template for performing employee performance review
By
AnyDB
The Employee Performance Review template is a structured evaluation tool for assessing individual performance within an organization. It provides managers and HR teams with a consistent framework to capture accomplishments, development areas, feedback, and formal ratings across review cycles.
This template is tightly integrated with the broader performance evaluation ecosystem, linking directly to both Team and Org Performance Dashboards for roll-up visibility, strategic insights, and benchmarking.
Suitable for
Description
This template captures both qualitative and quantitative data about an employee’s contributions during a review period. It includes fields for employee identity, role, review cycle, manager feedback, and improvement areas. Built-in logic automatically updates review status based on workflow progress, and rich text fields allow for detailed narrative feedback.
Checkboxes and approvals guide the review through multiple stages—manager review, executive input, HR validation, and final sign-off. Ratings are selectable via badge-driven dropdowns that visually differentiate performance levels, and all reviews are date-stamped for auditability.
Key Data Stored
- Employee Name and Role
- Team and Review Cycle
- Date of Review (auto-filled)
- Key Accomplishments – Rich-text input for narrative achievements
- Areas for Improvement – Employee self-reflection and manager feedback
- Manager Rating – Selectable options:
- 1: Exceptional
- 2: Outstanding
- 3: Meets Expectation
- 4: Needs Improvement
- Manager Feedback – Optional field for contextual comments
- HR / Exec Feedback – Hidden field for confidential notes
- Status Badge – Automatically updates to:
- Waiting for Review
- Waiting for Exec Review
- Waiting for HR Review
- Waiting for Final Review
- Review Complete
- Workflow Checkboxes – Step-by-step approvals for:
- Manager Review
- Executive Approval
- HR Approval
- Final Completion
Business Use Cases
- Quarterly or Annual Performance Reviews – Standardize how employees are evaluated over time
- People Development – Identify growth opportunities and track improvement plans
- Compensation & Promotion Input – Use as an input to determine salary changes, bonuses, or career progression
- Leadership Calibration – Aggregate results into team and organizational dashboards
- Documentation & Compliance – Maintain a complete, date-stamped record of formal reviews
Why This Template is Powerful
- Built-In Workflow Logic – Smart checkboxes and hidden fields track review progress step-by-step
- Linked to Team and Org Dashboards – Enables roll-ups for leadership visibility and HR analytics
- Customizable Rating System – Supports organization-specific performance scales
- Rich Narrative Fields – Encourage thoughtful reflection from employees and managers
- Visual Status Feedback – Badges and conditional formatting provide clear signals on review state
- Secure and Structured – Optional fields for private HR/executive input while maintaining audit trails
This template transforms performance reviews from scattered documents into a connected, transparent process that supports team growth, accountability, and strategic decision-making across the organization.