Templates/Forms/Employee Performance Review

TraditionalHR & Recruitment

Employee Performance Review

Drive growth with 360-degree feedback, goal tracking, and development plan creation

40fields

5pages

20-30 minutes

performancereviewevaluationgoals

Browse More Templates

uplup.com/p/3mk4c9ee

Live interactive preview - try it out!

What's Included in This Template

40 Fields

Pre-configured fields with the right input types, validation, and layout for hr & recruitment.

Full Customization

Change colors, fonts, add your logo, rearrange fields, and make it match your brand perfectly.

60+ Integrations

Connect with Mailchimp, HubSpot, Zapier, Google Sheets, Slack, and more. Automate your workflow.

Form Structure

Cover Page

Page 1

Page 2

Page 3

Page 4

Thank You Page

Multi-page layout keeps your form organized and easy to complete.

About This Template

Performance reviews only deliver value when managers and employees share a clear, consistent framework for the conversation. Without structure, evaluations drift into vague generalizations that leave employees confused about where they stand and what they should prioritize next. A well-designed performance review form anchors the discussion around specific competencies, measurable goals, and actionable feedback.

Uplup's employee performance review template gives HR leaders and managers a professional evaluation form that covers core competencies, goal achievement, strengths, areas for growth, and overall ratings. Each section uses a combination of rating scales and open-ended comment fields, ensuring reviews capture both quantitative scores and qualitative context. The template works for annual reviews, quarterly check-ins, or probationary period assessments with minimal adjustment.

Collect all completed reviews in one dashboard where HR can analyze trends across departments, identify high performers, and flag teams that may need additional support. Export the data for inclusion in talent management reports or compensation planning discussions. Whether you are running reviews for a ten-person startup or a five-hundred-person enterprise, this template brings consistency and accountability to every evaluation cycle.

Who Is This Template For?

This template works for a wide range of goals and industries.

Annual Performance Evaluation Cycles

HR departments can roll out a standardized review form across the entire organization, ensuring every manager evaluates direct reports using the same criteria and rating scale.

Quarterly Goal Check-Ins

Teams that prefer shorter feedback loops can use a streamlined version of the template to assess progress against quarterly objectives and adjust priorities before the next cycle.

Probationary Period Assessments

Managers can formally document a new hire's performance during their first 30, 60, or 90 days, creating a written record that supports retention decisions and development planning.

360-Degree Feedback Collection

Share the form with peers, direct reports, and cross-functional collaborators to gather multi-perspective feedback that paints a fuller picture of an employee's contributions and behavior.

Key Features

Competency Rating Scales

Predefined rating scales for communication, teamwork, initiative, and job-specific skills let managers score each area consistently across the organization.

Goal Achievement Section

A dedicated area for listing objectives set during the previous review period, along with status indicators showing whether each goal was met, partially met, or missed.

Open-Ended Feedback Fields

Comment boxes for strengths, areas for improvement, and manager notes provide space for the qualitative context that rating numbers alone cannot convey.

Self-Assessment Option

Include a section where employees rate their own performance before the manager meeting, encouraging reflection and more productive two-way conversations.

Historical Review Dashboard

Access all past reviews for any employee in one place, making it simple to track growth trajectories and reference previous feedback during promotion or compensation discussions.

How It Works

Choose This Template

Click "Use This Template Free" to get started. You will get a full copy of this form in your account, ready to edit.

Customize It

Edit the fields, update the design, add your branding, and set up integrations. Everything is editable from the visual builder.

Share & Collect Responses

Publish your form and share it with a link, embed it on your website, or post it on social media. View responses in real time.

Frequently Asked Questions

Can I customize the competencies being evaluated?

Yes. The template includes common competencies like communication, teamwork, and problem-solving, but you can rename, add, or remove categories to align with your organization's values and role requirements.

Does the form support both manager and self-assessments?

You can include a self-assessment section where employees rate themselves and add comments before the review meeting. Managers then complete their own section, giving both perspectives a place in the final record.

How do I use this for different review cadences?

Duplicate the template and adjust the fields for your preferred schedule. Remove the annual goal section for a lightweight quarterly check-in, or add a probationary-specific section for new hire evaluations.

Can I collect 360-degree feedback with this template?

Yes. Share the form link with peers, direct reports, and cross-functional partners. Each respondent completes their own evaluation, and all submissions are collected in the same dashboard for easy comparison.

Is the review data kept confidential?

All submissions are stored securely, and only users with the appropriate permissions in your Uplup workspace can view the responses. You control exactly who has access to review data.

Can I export review data for compensation planning?

Absolutely. Export all reviews to CSV and filter by department, rating, or review period. This gives compensation committees the structured data they need to make informed decisions about raises and promotions.

Related Templates

Explore more form templates you might like.

Ready to Use This Form Template?

Customize the fields, add your branding, set up integrations, and start collecting responses today.