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Performance Reviews

The Performance Reviews template creates one record per review. Adjust the attributes to match your review policy, and link each review to the worker so history stays on their record.

Gallery description

Add performance reviews for your team. You can add and update the attributes to match your company policies.

Where you see this

On the Create New Custom Table screen when a workspace is built on a Custom Table. Templates create starter fields you can rename, extend, or permission.

Starter fields

What the template creates

Employee

Link to the User being reviewed.

Reviewer

Link to the manager running the review.

Review period

The quarter, cycle, or date range covered.

Rating

Select or number field matching your scale.

Strengths and growth areas

Structured notes instead of a loose document.

Status

Draft, Scheduled, Completed, or Acknowledged.

How teams use it

Regular review cycles with a queue of upcoming and overdue reviews.
Coaching conversations informed by attendance and points rollups.
Acknowledgement tracking when workers sign off on their review.

Related

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