Employee Performance Review Template
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Template for Excel
Download a Blank Version of an Employee Performance Review Template for
Microsoft Word | Adobe PDF | Google Docs
Download a Sample Version of an Employee Performance Review Template for
Microsoft Word | Adobe PDF | Google Docs
When to Use This Template: Use this performance review template to ensure consistency across all employee evaluations. Use it to align organizational goals and determine promotions, pay, and development needs.
Notable Template Features: This printable template features a Performance Ratings table to evaluate employee qualities and a summary section to describe employee strengths and improvement areas. It also includes space to document approval discussion notes from reviewers and employees.
Learn some performance review pointers and how to improve employee retention, efficiency, and morale with this guide to effective performance review including examples, samples, and forms.
Simple Performance Review Template
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Excel | Microsoft Word | Adobe PDF | Google Docs
When to Use This Template: This easy-to-use template streamlines performance review routines to make the process easier. This template is ideal for quick and efficient — yet comprehensive — performance reviews.
Notable Template Features: This printable template includes space to list and track performance goals and outline the action steps and resources to achieve your goals before the next review. The Performance Ratings field includes four ratings score columns.
Utilize this simple performance review template for Smartsheet for additional functionality such as built-in automations and collaboration features.
Annual Performance Review Template
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Microsoft Word | Google Docs
When to Use This Template: Use this template to track year-long performance to inform promotions and long-term employee development. It can also help your organization assess employee performance and minimize performance gaps.
Notable Template Features: This comprehensive template includes space to detail performance improvement by individual factors from the previous to the current review year. This template also outlines performance strengths, goals, and examples of successful employee contributions.
Enable and use additional platform app features such as an interactive rating system with this annual performance review template for Smartsheet.
360-Degree Feedback Template
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Excel | Microsoft Word | Adobe PDF | Google Docs
When to Use This Template: This template is ideal for organizations that rely on feedback from multiple sources to evaluate employee performance. Use it to help promote employee development and assess organizational work culture from multiple points of view.
Notable Template Features: This template features a detailed Qualitative Feedback section where you can add peer, manager, direct report, and employee self-assessment feedback. The Performance Development field lists each development area’s training, resource suggestions, and timeline targets.
Learn about the benefits of periodic performance reviews and best practices from experts with this how-to guide for quickly writing an effective performance review.
Employee Self-Evaluation Template
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Excel | Microsoft Word
When to Use This Template: Employees can use this self-evaluation template to reflect on their professional achievements and growth areas and take ownership of their own development. It promotes employee self-awareness and engagement.
Notable Template Features: This template includes space for the employee to document their professional responsibilities, achievements, and goals. It also includes a Core Values and Competencies section for evaluating performance.
Quarterly Performance Review Template
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Excel | Microsoft Word | Google Docs | Google Sheets
When to Use This Template: Use this performance review template to track employees’ short-term goals and ensure they align with business priorities. Quarterly performance reviews help minimize unexpected outcomes.
Notable Template Features: This template includes space to summarize performance strengths and opportunities for improvement for a 90-day review period. In the Long-Term Impact table, list contributions, their impact, and goal alignment.
Mid-Year Performance Review Template
Download a Blank Mid-Year Performance Review Template for
Microsoft Word | Adobe PDF | Google Docs
Download a Sample Mid-Year Performance Review Template for
Microsoft Word | Adobe PDF | Google Docs
When to Use This Template: Use this performance review template to track annual goals. It functions as a reference point for the rest of the year, and allows your organization to realign and make timely performance adjustments.
Notable Template Features: The Performance Ratings section scores performance qualities based on five ratings. This template also tracks progress toward goals at the mid-year point and tracks updated goals, adjustments, support, and target dates for the next six months.
Employee Evaluation Form Template
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Excel | Google Sheets
Download the Blank Employee Evaluation Form Template for Adobe PDF
Download the Sample Employee Evaluation Form Template for Adobe PDF
When to Use This Template: Use this template to standardize performance metrics and ensure evaluation consistency across departments and teams.
Notable Template Features: This comprehensive template features an overall rating field with a performance grade, comments, and a table to list objectives and performance metrics. It also includes space for competency and skill assessments.
With the employee evaluation form template for Smartsheet, you can attach documents to the row and send automatic reminders to team members to complete their role in the review cycle.
Annual Manager Evaluation Form Template
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Excel | Google Sheets
When to Use This Template: Use this template to assess leadership effectiveness and the performance of team or department managers. It provides constructive feedback to enhance manager performance and skills.
Notable Template Features: This annual evaluation form template features an assessment table to describe leadership qualities and leave comments. The Goals and Leadership Development section lists development goals, milestones, and target dates for the following year.
Professional Development Plan Template
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Excel | Microsoft Word | Google Docs
When to Use This Template: Use this template to detail professional development planning and career goals so you can align employee development with organizational needs.
Notable Template Features: This professional development plan template includes sections to describe development goals, learning areas, resources, milestones, and more, for both short and long-term plans. It includes space for entering readiness estimates and competencies for career advancement.
Employee Probation Review Template
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Excel | Google Sheets
When to Use This Template: Use this template to review employee performance and readiness during a probationary period. It is ideal for organizations prioritizing employee skills and work culture before committing to full employment offers.
Notable Template Features: This template includes space to list and summarize performance ratings, scores, strengths, and areas of improvement. It includes approval, initials, and dated signature fields.
Introductory Period Performance Review Template
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Excel | Microsoft Word | Google Docs | Google Sheets
When to Use This Template: This performance review template helps outline a clear path for employees to grow in their roles after the introductory period ends.
Notable Template Features: The Responsibilities and Performance Expectations table includes columns to note expectation meetings, improvement needs, and comments. It also includes space to describe goals, the associated action steps, and target dates.
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