Performance Review Checklist Template
Structured review process with self-assessment, peer feedback, manager evaluation, and goal-setting.
This free hr checklist template includes 6 tasks organized into 2 sections. Use it to streamline your performance review process.
Preparation
Employee self-assessment
Have the employee complete a self-assessment reflecting on their accomplishments, challenges, and growth areas over the review period.
- Key Accomplishments (required)
- Areas for Improvement (required)
- Self-Rating (required) — Options: Exceeds Expectations, Meets Expectations, Partially Meets Expectations, Below Expectations
Gather peer feedback
Collect 360-degree feedback from peers, cross-functional partners, and other stakeholders who work closely with the employee.
- Number of Peer Reviewers (required)
- Peer Feedback Summary (required)
- Feedback Collection Deadline (required)
Manager assessment
Complete the manager's evaluation of the employee, incorporating self-assessment results, peer feedback, and your own observations of their performance.
- Overall Performance Rating (required) — Options: Exceeds Expectations, Meets Expectations, Partially Meets Expectations, Below Expectations
- Manager Comments (required)
- Eligible for promotion consideration
Review & Follow-up
Review meeting
Conduct a face-to-face review meeting with the employee to discuss the assessment, share feedback, and align on expectations going forward.
- Review Meeting Date (required)
- Discussion Notes (required)
- Employee Sentiment (required) — Options: Positive and Aligned, Generally Agreeable, Mixed Feelings, Disagreed with Rating
Set goals for next period
Collaborate with the employee to set clear, measurable goals for the upcoming review period that align with team and company objectives.
- Performance Goals (required)
- Development Goals (required)
- Next Review Date (required)
Document and file review
Finalize the review documentation, obtain required signatures, and file the completed review in the employee's HR record.
- Employee has signed the review
- Manager has signed the review
- Filing Status (required) — Options: Filed in HR System, Pending Signatures, Pending HR Approval