Employee Performance Review Template

What’s Included

The Employee Performance Review Template provides a structured framework for evaluating employee performance. The review begins with employee information including name, position, department, and review period. Overall performance rating provides a summary assessment of the employee’s performance.

Job competencies are evaluated including job knowledge, quality of work, productivity, and reliability. Interpersonal skills evaluation covers communication, teamwork, and customer service. Initiative and creativity section evaluates the employee’s contributions beyond basic job requirements. Goal achievement section reviews progress on performance goals from prior year.

Strengths section documents what the employee does well and contributes. Development areas identify skills or behaviors the employee should improve. Goals for the coming year specify focus areas for development and performance improvement. Training and development needs identify any training or development opportunities beneficial for the employee.

Who This Template Is For

Managers conduct annual or periodic performance reviews of their direct reports. HR departments provide review templates for consistency. Organizations use reviews for salary decisions and promotion considerations. Small business owners review employee performance. Nonprofit organizations document volunteer and staff performance.

Educational institutions review faculty and staff performance. Government agencies conduct performance reviews. Healthcare organizations review staff performance. The military uses structured performance evaluations. International organizations conduct performance reviews.

How to Use

Conduct the review based on observations throughout the review period. Evaluate job competencies based on job description and expectations. Consider the employee’s interpersonal effectiveness. Review progress on performance goals from prior year. Identify strengths to recognize and validate.

Identify development areas and provide constructive feedback. Discuss what the employee can do to improve performance. Set clear, measurable performance goals for the coming year. Identify training or development opportunities. Discuss career development and growth opportunities.

Have the employee provide their own self-assessment. Conduct the review discussion in a private, supportive manner. Document the review and provide the employee a copy. Follow up throughout the year on progress toward goals.

Customize with GenText

GenText helps you provide balanced, constructive feedback. The AI can assist with identifying specific examples of strong and weak performance. Use GenText to set measurable, achievable performance goals. GenText can help identify development opportunities aligned with career goals. GenText can review your feedback for clarity and fairness.