Performance Review Template for Employers

EMPLOYEE PERFORMANCE REVIEW AND EVALUATION FORM

CONFIDENTIAL

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I. GENERAL INFORMATION

Employee Name: ___________________________
Employee ID: ___________________________
Job Title: ___________________________
Department: ___________________________
Review Period: From [Date] to [Date]
Review Date: ___________________________
Reviewer Name/Title: ___________________________

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II. PERFORMANCE RATING SCALE

• 5 – Exceptional: Consistently exceeds expectations; makes significant contributions.
• 4 – Exceeds Expectations: Often performs above requirements.
• 3 – Meets Expectations: Fully competent; meets core requirements.
• 2 – Needs Improvement: Performance inconsistent; requires development.
• 1 – Unsatisfactory: Performance does not meet minimum standards.

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III. COMPETENCY EVALUATION

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IV. GOALS & ACHIEVEMENTS

Key Accomplishments during this period:
__________________________________________________________________________
__________________________________________________________________________

Progress on previous goals:
__________________________________________________________________________
__________________________________________________________________________

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V. AREAS FOR DEVELOPMENT & FUTURE GOALS

Identified areas for professional improvement:
__________________________________________________________________________
__________________________________________________________________________

Strategic objectives for the upcoming period:

1. ______________________________________________________________________
2. ______________________________________________________________________
3. ______________________________________________________________________

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VI. GENERAL COMMENTS

Reviewer’s Summary:
__________________________________________________________________________
__________________________________________________________________________

Employee’s Comments:
__________________________________________________________________________
__________________________________________________________________________

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VII. ACKNOWLEDGMENT AND SIGNATURES

By signing below, both parties acknowledge that this review has been discussed and the employee has been provided with the opportunity to provide feedback. A signature does not necessarily indicate agreement with the contents of this review.

Reviewer Signature:

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Date: ___________________________

Employee Signature:

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Date: ___________________________

HR Representative Signature (If applicable):

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Date: ___________________________

Template Document: Performance Review Template for Employers

• Purpose: This procedure establishes a systematic process for evaluating employee job performance and setting future professional objectives.
• Scope: This procedure covers all permanent employees and managers across every department within the organization.
• Document owner: [Role or team]
• Effective date: [Date]
• Version: [Version number]
• Applies to: [Team, department or process]

Roles and responsibilities

Procedure

1. Initialize the evaluation document in the system by entering [Employee Name], [Employee ID], and the relevant [Review Period]. (Responsible: Human Resources)
2. Complete the self evaluation section to highlight major achievements and challenges faced during the [Review Period]. (Responsible: Employee)
3. Evaluate employee performance against established competencies using the defined rating scale from one to five. (Responsible: Manager)
4. Document specific examples of exceptional work and areas requiring development to support each assigned performance rating. (Responsible: Manager)
5. Schedule the formal evaluation meeting with the employee at least [Number] days in advance of [Date]. (Responsible: Manager)
6. Discuss performance ratings, career goals, and development opportunities during the face to face review meeting. (Responsible: Manager)
7. Update the performance review document to include final feedback and agreed professional objectives for the upcoming [Review Period]. (Responsible: Manager)
8. Obtain digital signatures from both the evaluator and the employee to formally acknowledge completion of the review. (Responsible: Employee)
9. Submit the fully executed performance review package to the human resources department by [Date]. (Responsible: Manager)
10. File the completed evaluation document in the employee personnel file and update the internal tracking database. (Responsible: Human Resources)

Records and revision

• Prepared by: [Full name]
• Reviewed by: [Full name]
• Date completed: [Date]
• Signature: ______________________
• Date signed: [Date]