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Free Employee Performance Review Templates

In this article, we’ve researched and compiled an expansive list of pre-built performance review templates that can be used to evaluate and manage employee performance.


Below, you’ll find a wide range of free templates in Word and Excel formats, including an annual performance review template, employee training plan template, employee evaluation form template, and more.


Performance Review Templates for Excel

Simple Performance Review Template

 

This simple performance review template offers just the basics: a list of employee skills and qualities, and a rating system from poor to excellent. This is not an in-depth, qualitative review, but it provides a snapshot of employee performance and can help guide a conversation between manager and employee. There is a section for comments or additional notes where you can include significant accomplishments or future goals. This is a simple form for situations that do not require detailed written feedback.

Download Simple Performance Review Template

Excel | Smartsheet

 

We’ve also included templates from Smartsheet, a work execution platform that empowers you to better manage the employee performance review and training process with real-time collaboration and work automation.


Employee Evaluation Form


Employee Evaluation Template

This employee evaluation form is designed to provide a comprehensive annual review. The template includes sections for measurable objectives that can be weighted and evaluated with follow-up notes. Other sections include assessing employee skills, self-evaluation for employees, and employee evaluation of managers. At the bottom of the template there is also room included for a professional development plan. This evaluation form is appropriate for a wide range of businesses, and can be customized to be as detailed or simple as needed.

Download Employee Evaluation Template

Excel | Smartsheet


Employee Attendance Tracker

 

Document employee attendance with this simple template. Keeping track of employee's past work availability, vacation time, and personal or sick leave  can support your performance review process. It’s also just a useful human resources tool for creating a record of employee attendance, including paid sick leave and vacation time.

‌Download Employee Attendance Template

Excel | Smartsheet


Employee Training Plan Template

Employee Training Plan Template

This employee training plan template is designed for new hires to help facilitate the onboarding process. Having a clear training schedule and objectives can help the transition go smoothly, and  also provides a document for both the new employee and manager to refer to with questions and updates. After the introductory training period is completed, the template can be used as an evaluation tool to assess progress and create a plan for moving forward. The template includes room for feedback during each stage of training, which will come in handy when the time comes for a performance review. This template can also be used for employees who are moving into new roles.

Download Employee Training Plan Template

Excel | Word | PDF | Smartsheet


Annual Manager Evaluation Form

 

Use this annual evaluation form template to focus on assessing management competencies. List as many competencies as needed to evaluate job performance, then use the rating system and comments section to provide well-rounded feedback. This template also provides a summary of the ratings to give you a quick overview of a manager’s performance.

Download Annual Manager Evaluation Template


Group Evaluation Form

Group Evaluation Form Template

If you need to evaluate a department, team or other organizational group, this template allows you to rate individuals for multiple competencies, and then calculates the total rating for the group. This is a simple evaluation form that can give you a general idea of the strengths and weaknesses of a particular group. The rating assigned to each employee can be pulled from self-evaluation forms or other performance reviews. 

Download Group Evaluation Template


Keep your employees connected, informed, and engaged with Smartsheet

Smartsheet is a cloud-based platform that enables HR teams to manage everything from job applicant tracking to new hire onboarding and employee performance reviews. See Smartsheet in action.
 

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Performance Review Templates for Word

Annual Performance Review Template

 

This annual performance review template is separated into four sections: current responsibilities, performance assessment, professional development plan, and employee comments. Use the template to create a detailed narrative of an employee’s performance, including exceptional accomplishments as well as areas that need improvement. Work with the employee to create a professional development plan for the year ahead. This template encourages clear communication between employee and manager, and provides plenty of room for detailed feedback.

Download Annual Performance Review Template

Word | Smartsheet


Professional Development Plan Template

Professional Development Plan Template

A professional development plan outlines specific goals and a plan of action for reaching them. This template includes sections for listing any training or further education that might be needed, the purpose of each goal toward career development, action steps, support required to achieve the goals, and a timeline. Goals are separated into short-range, mid-range and long-range to address current needs as well as future growth. Taking the time to create a professional development plan can help keep your employees inspired and ensure that your future business goals are reachable.

Download Professional Development Plan Template - Word


Mid-Year Employee Evaluation Form

 

A mid-year performance review supports the annual review by tracking progress and providing a reference point for future evaluations. This mid-year employee evaluation form provides a simple layout and rating scale for assessing performance. Sections are included for comments from both the supervisor and employee as well as a goal plan for the evaluation period. With this template, you can  create a detailed evaluation and development plan, or keep it simple for a more informal mid-year review.

Download Mid Year Employee Evaluation Template - Word


Introductory Period Performance Review Template

 

This performance review template offers a simple rating scale for new employees as well as space for providing open-ended feedback, listing goals, and identifying training needs. It’s designed to be used after the typical 90-day introductory period. Conducting a performance review at this time can help ensure that the individual is a good fit and provide a clear plan of action along with adequate support as the employee grows in his or her position.

Download Introductory Period Performance Review Template - Word


Employee Self-Evaluation Form

 

Self-evaluations can be challenging, but they can actually be a meaningful tool rather than just a formality. A self-evaluation is a chance to honestly evaluate your job performance and find out if your manager has the same understanding. It’s an opportunity to own your achievements, let your manager know what you’d like to work on, and focus on your career plan. A self-evaluation can be part of a collaborative effort to define performance objectives and expectations that are in line with both the employee’s career goals and the needs of the business. This self-evaluation form provides an open-ended outline for identifying responsibilities, assessing performance and planning performance objectives.

Download Employee Self-Evaluation Template - Word


Upward Feedback Template

Upward Feedback Form Template

Utilizing upward feedback can boost employee job satisfaction and help develop more effective leadership. This upward feedback template gives an employee the chance to provide meaningful feedback to a supervisor. The template is uncomplicated and designed to solicit thoughtful feedback on strengths, accomplishments and areas for improvement.

Download Upward Feedback Template

Word | PDF


Peer Review Template

 

This peer review template is intended for organizations that include 360-degree feedback in their evaluations. Competencies are rated using a number scale to provide a simple, quantitative look at performance. You can edit the template to include whatever competencies are relevant and appropriate for a peer review among co-workers.

Download Peer Review Template - Word


Streamline the Employee Performance Review Process with Smartsheet for Human Resources

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get  real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.

 

 


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