Performance Review Form
A structured form for regular employee performance reviews.
Choose your layout
The same template in 3 genuinely different layouts, different section order, tables and structure for different jobs, not just different styling. Pick the layout that fits how you will use it, then download that version.
Formal Annual ReviewRecommended
Development-Focused Review
Quarterly Check-In
Choose a design
The same document in 9 designs, same content and editable fields, different styling. Pick the design you like and download that version. Click any design to preview it larger before downloading. The Sample card shows a completed example, filled in with sample details.
Classic Navy
Executive Charcoal
Modern Minimal
Compact
Burgundy
Forest
Teal Professional
Warm Copper
Mono
Sample
Download this template
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What’s Included in This Resource
Every resource on The Office File provides a complete toolkit rather than an empty, unhelpful document shell:
- Editable Microsoft Word (.docx) template (41 KB)
- Printable PDF version (111 KB)
Sample included: Example: Performance Review Form in use. Running fair, documented reviews: achievements, goals, development needs, and ratings, with space for the employee view.
How to Use This Template
Follow these practical steps to customize and roll out this procedure with your team:
1. Fill in the employee details
Enter the full name, role, department, and dates exactly as they appear in the HR record.
2. Check your local rules
Confirm notice periods, approvals, and record-keeping rules that apply in your location before you finalise.
3. Get the required signatures
Route the completed form to the employee, their manager, and HR in that order.
4. File it securely
Store the completed form in the employee file with access limited to authorised staff only.
About This Template
A well-designed form collects the right information the first time. This template structures the data you need with clear fields, logical grouping, and space for signatures, so submissions come back complete instead of requiring follow-up calls. Good forms save everyone time.
Running fair, documented reviews: achievements, goals, development needs, and ratings, with space for the employee view.
When to Use This Template
- Filing completed forms as auditable evidence of proper process
- Creating a paper trail for requests, approvals, and authorisations
- Supporting HR, compliance, or administrative processes with uniform records
- Standardising intake so no critical detail is missed at the start
- Reducing back-and-forth by asking for everything needed upfront
Key Sections Explained
Understanding what goes in each part of the document helps you fill it in correctly the first time:
Signatures and date
Who signed, their role, and when, the section that makes the form an accountable record.
Form title and reference
What the form is for and its version or reference number, so completed copies can be identified later.
Main data sections
The grouped fields collecting the substantive information, ordered logically from general to specific.
Declarations
Statements the filler confirms as true, which give the form its formal weight.
Applicant/subject details
Who the form is about, name, contact, and identifying details needed to process it correctly.
Frequently Asked Questions
How long should we keep completed forms?
Follow your retention policy and any legal requirements for the data type, longer for financial, HR, and safety records. Define it in writing rather than keeping everything forever.
How do we get people to fill it in completely?
Ask only for what you actually use, explain why you need sensitive items, and mark required fields clearly. Every unnecessary field increases abandonment.
What if someone submits incorrect information?
Build a verification step into your process for critical fields, and include a declaration the submitter signs. Prevention beats correction.
Should the form be paper or digital?
Digital for anything with volume, it enforces required fields, validates formats, and files itself. Paper for walk-in, on-site, or low-tech contexts. Match the medium to the audience.