Performance Evaluation Form

Build stronger teams with automated, goal-focused performance evaluations.

Make performance evaluations more structured, transparent, and efficient with our Performance Evaluation template – designed for HR teams and people managers. This form supports one-on-one evaluations between a manager and their direct report, helping both parties stay aligned on performance, goals, and growth.

Using this template, you can:

  • Enable managers to document feedback, achievements, and development opportunities.
  • Automatically send evaluations to employees for discussion and review.
  • Guide each step of the review with a built-in Workflow – from manager input to employee acknowledgment.
  • Keep evaluation records organized and accessible for future check-ins and promotions.

This template helps your team run a consistent, thoughtful review process, without juggling PDFs, spreadsheets, or manual emails. It’s ideal for organizations looking to foster a stronger feedback culture through clear, collaborative one-on-one evaluations.

Workflow

Roles

  • Employee
  • Manager
  • HR

Statuses

  • Incomplete
  • Pending Review Meeting
  • Pending Employee Signature
  • Signatures Complete
  • Finalized