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Custom table template

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.

Illustrative example

Plan a performance reviews record

  1. 01

    Employee

    Link to the User being reviewed.

  2. 02

    Reviewer

    Link to the manager running the review.

  3. 03

    Review period

    The quarter, cycle, or date range covered.

A suggested way to organize your information. This diagram is not a product screen.

Plan your fields

Use this field guide as a starting point. Review the fields available in your account and adapt them to your process.

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.

Where this helps your team

  • 1Regular review cycles with a queue of upcoming and overdue reviews.
  • 2Coaching conversations informed by attendance and points rollups.
  • 3Acknowledgement tracking when workers sign off on their review.