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Employee Review Template
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Employee Review Template

Use this checklist to review individual employees. Review their performance both during the onboarding process and in general. Run this checklist towards the end of every quarter.
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Introduction to Employee Review Template:
2
Add the basic details
3
Employee Review Template - Onboarding:
4
Assess employee's onboarding status
5
Record their progression
6
Identify prospective finish date
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Employee Review Template- Meeting Attendance:
8
Record employee's attendance to meetings
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Input details of meetings attendance/non-attendance
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Draft an email regarding non-attendance
11
Email the non-attending employee
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Employee Review Template - Work Attendance:
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Determine work attendance
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Record information regarding absenteeism
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Draft email to send to the absent employee
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Send the email to the absent employee
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Employee Review Template - Motivation:
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Evaluate employee's motivation
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Determine ways to boost employee's motivation
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Employee Review Template - Performance:
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Consider if hard data is relevant to this performance review
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Record employee's performance data
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Gather feedback from colleagues
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Identify the employee's successes
25
Choose an area in which the employee excelled
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Push email out to the successful employee
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Employee Review Template - Identify Problems:
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Acknowledge any employee problems
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Identify the problems
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Talk about the issues to resolve them
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Write a message regarding available support
32
Send an email to the employee regarding support
33
Employee Review Template- Developing the Employee:
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Note relevant opportunities for development
35
Dispatch email about opportunities to the employee
36
Employee Review Template- Final Steps:
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Schedule next performance review
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Approval: Approve new opportunities
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Sources:
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Related Checklists:

Introduction to Employee Review Template:

Employee Review Template

Regular employee performance reviews are widely recognized to be vital for the smooth running of any business.  Replacing the tiresome annual employee reviews with quarterly reviews is thought to improve employee engagement and performance. 

“Only 49 percent of employees find that annual reviews are accurate, while 90 percent of HR heads believe annual reviews do not yield accurate information.” – Jeff Weber, Regular Employee Feedback to Replace the Annual Review

From analyzing an employee’s customer service metrics to figuring out solutions to internal issues, performance reviews help customer support teams of all sizes do what they do best: Succeed. 

Today’s agile workforce needs nimble new strategies, processes, and tools to enable feedback between employees and their managers. Fortunately, this employee performance review will help managers onboard, manage, motivate, develop, and support their team.

Aim to run this checklist near the end of every quarter to optimize your team. 

Before you get stuck in, here is a little bit about us:

Process Street is super-powered checklists. It’s the easiest way to manage your recurring tasks, procedures, and workflows.

Create a checklist template and run individual checklists for each member of your team. You can check tasks off as you work through them, set deadlines, add approvals, assign tasks, and track each team member’s progress.

You can also connect to thousands of Apps through Zapier and automate your workflows even more.

With that covered … Let’s get started with the Employee Review!

Add the basic details

The information you add in these tasks will create variables. This means that the data you input and select can be pulled through at a later stage.

Add both yours and the employee’s details in the form fields below.

This checklist should be run for every employee you oversee.

By adding the basic details of each employee you can easily tell who the checklist is for and when the process was run.





If applicable you can use the ‘Members’ field below to select a member of your organization to approve this checklist. The approval task is the final task in this checklist.

Employee Review Template – Onboarding:

Conditional logic is applied to this checklist. Conditional Logic is a powerful feature that allows you to create truly dynamic checklists with if-this-then-that logic.  Depending on which answers you choose, the steps that follow will be different. For more information on how to use this feature both within and between tasks visit our Help page. 

Assess employee’s onboarding status

Assess if the employee is currently being onboarded or not by answering the dropdown.

If the employee being reviewed is in the process of onboarding, choosing “yes” or “no” will determine the next task. If they’re past the onboarding stage and are at any other stage within the company, the answer is “no“.


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Record their progression

Record the progress of the employee you are onboarding in the form field below.

The onboarding process for a new employee is a lengthy process. By recording their progress, you know exactly where they are at in their training. 

Identify prospective finish date

Note the prospective onboarding finish date.

The aim of the onboarding process is to get the new employee integrated into the team as quickly possible, and fully equipped with customer support-related knowledge, so they’ll succeed in their new role.

Add the employee’s prospective finish date to know when they’ll be ready to become a core member of the support team.

In the form field below identify the reason(s) for the new employee’s delayed or early completion of the onboarding process. 

Then add the employee’s revised prospective finish date.

Employee Review Template- Meeting Attendance:

Record employee’s attendance to meetings

Use the dropdown to assess the employee’s attendance to meetings during this quarter.  

Regular meetings are crucial for improving overall performance, increasing employee engagement, and they also help to keep the team on the same page regarding the company, current goals, and future changes.


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Input details of meetings attendance/non-attendance

Use the dropdown below to identify whether the employee has missed any meetings. 

Then, if the answer is ‘yes’ the conditional logic feature will show date and text fields.  Use these form fields to input details of the employee’s non-attendance.

This is a quarterly employee performance review. By running this checklist over the course of a year, you will gather crucial, reflective data regarding the employee’s meeting attendance. 

Draft an email regarding non-attendance

Use the text field below to draft an email concerning meeting attendance to the employee. Let them know that they need to start attending all future meetings.

Meetings being regularly missed is not a good sign. Therefore, it is a best practice to inform the employee that they’re missing too many meetings.  Let them know that this is detrimental not only to themselves but also to the team as a whole.

This task and the following task is for when the employee has not been attending enough.

Email the non-attending employee

Use the email form field below to send an email to the employee regarding their attendance to meetings. 

You’ll see your drafted email from task 11 has been pulled through via variables to the email widget. If the email content needs to be redrafted, edit accordingly, and click the send icon. 

Employee Review Template – Work Attendance:

Determine work attendance

Answer the dropdown to start the process of reviewing the employee’s work attendance over this quarter.  

For any team to work efficiently, the entire team needs to be synchronized. Synchronization can’t happen, however, if other team members are having to pick up extra work from those taking time off. 

Record information regarding absenteeism

Use the form fields below to enter all information regarding work non-attendance.

All employees deserve to take time off every now and again for a holiday. And, if they’re sick, then it’s preferable for them to stay at home and recover.  However, taking too much time off work will cause the employee to lose track of the progress of the company as a whole. it could also cause them to fall behind on their own deliverables.

Draft email to send to the absent employee

Write out an email to the employee regarding their absence.

If it’s come to your attention that the employee has been taking too much time off, it’s time to let them know. Otherwise, they might continue to book time off, impacting the rest of your team further.

This task and the following task is for when the employee has not been attending enough.

Send the email to the absent employee

Send an email to the employee regarding their time away from work.

The difference between taking the allotted time off and too much is noticeable. If the latter is the case with this particular employee, send an email to them about the situation and how it needs to change. They might not even be aware of their absenteeism themselves.

Employee Review Template – Motivation:

Evaluate employee’s motivation

Evaluate the employee’s level of motivation by choosing an answer from the dropdown below.

The motivation an employee is feeling will have a tremendous effect on their levels of productivity.

If an employee is feeling highly motivated, the amount of work they can get done will increase. Not only that, but the overall quality of the work will be higher, too. All this equal more overall success for the business!

Employee Review Template: Motivation

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Determine ways to boost employee’s motivation

Choose actions from the dropdown to help improve the employee’s motivation.

Seeing as motivation has a monumental impact on productivity, look at and implement ways to increase the employee’s motivation.

To help you out, you’ll find a list underneath with actionable, motivation-increasing methods. These have been taken from sources such as Bonusly and their handy guide of 20 ways to boost motivation. Team-building activities, too, massively help – read our catalog of over 60 of them. 

  • 1

    Implement a healthy work schedule
  • 2

    Promote teamwork
  • 3

    Suggest a healthier diet
  • 4

    Forward over developmental opportunities
  • 5

    Improve the environment at work
  • 6

    Positive reinforcement
  • 7

    Be outwardly positive yourself
  • 8

    Advocate for physical health

Employee Review Template – Performance:

Consider if hard data is relevant to this performance review

Consider if hard data is relevant to this specific employee and this particular review.

This task may not be applicable to all business types. If you have a business that has data that can be measured such as customer reviews, engagement of content the employee has produced, customer tickets, and so on – then select the option “yes” from the dropdown. 

That being said, if you wanted to take a more qualitative approach, looking at data might not be relevant.

Choosing “yes” or “no” in the dropdown will inform the order of the next tasks.

Record employee’s performance data

The data you input in the text field below will depend entirely on the type of business you run.

Feel free to add text fields or tasks to this section that refer specifically to your business model. Remember to include the variables you add in any of the review tasks. 

Gather feedback from colleagues

Use this task to gather any feedback on the employee from their colleagues.

Remember: Internal feedback from the employee’s colleagues can play a large role when determining their performance. For more on the importance of internal feedback, check out this Process Street blog: How to Get, Process, and Act on Employee Feedback.

Note down any positive or negative comments in the text field below.

Employee Review Template: Colleagues

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Identify the employee’s successes

Identify the employee’s successes by picking an answer from the dropdown underneath.

Based on the data from the previous tasks, you should now have an idea of whether the employee has had any successes or not. If they have indeed been successful then they should be congratulated.

Choose an area in which the employee excelled

Choose an area in which the employee excelled from the dropdown list (feel free to change the items on this list to meet your business model).

So that you can congratulate the employee on their success, it’s necessary to narrow down and categorize exactly what the success was. The dropdown list underneath this text contains a wide range of areas in which the employee may have succeeded.

Push email out to the successful employee

Push an email out to the successful employee by using the email widget below.

Seeing as the employee’s success has been defined, it’s now time to congratulate them on their work. 

The email widget below is pulling information in via variables. If you’d like to edit the message itself – or any part of the email, like the subject – that can be done by editing the checklist’s template or by launching the email in your email service by pressing “test send”.

Employee Review Template – Identify Problems:

Acknowledge any employee problems

Acknowledge any possible problems concerning the employee by answering the dropdown below.

Humans can’t excel at everything 24/7, especially within their job  – problems will inevitably occur at some stage. If the employee is having any problems at work – perhaps they’re struggling with workload, or they aren’t sure how to manage stress well – acknowledge, identify, then rectify.

Employee Review Template: Problems

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Identify the problems

Identify the problems the employee is having in the given form fields.

Once the problems are acknowledged, they must then be identified so an appropriate resolution can be thought of. The form fields below will help you to identify the problems thoroughly.




Talk about the issues to resolve them

Talk about the issues to the employee to resolve them. 

To fully rectify issues, they must be frankly discussed. Talk honestly about what the employee is having issues with, to see if a resolution can be found.

Resolving workplace conflicts can often be tricky. If their issue is related to conflict, it’s worth reading this guide on HubSpot, in which Ben Aston offers 10 ways to handle the conflict before it escalates. 

Write a message regarding available support

Write a message telling the employee that you’re available to support them in the text field below.

As a manager, you’re the first point of contact should any employee need assistance, support, or help. But an employee might not always feel comfortable bringing up any issues they’re having, either personally or professionally. Tell the employee that they’re welcome to talk to you at any time.

Send an email to the employee regarding support

Send an email to the employee regarding being able to support them.

Employees often forget that their manager isn’t only there to manage them – they’re there to help, too. Remind the employee that you’re available to help them should they need any by sending an email to them. 

Employee Review Template- Developing the Employee:

Note relevant opportunities for development

List any relevant opportunities that would help to develop the employee’s career. 

Many companies – no matter if they’re multinationals or start-ups – have a budget for employee training, development, and professional growth.

From courses to conferences, there’s a wide range of opportunities out there to be taken advantage of. Using the form field below, list events or activities that could be useful to this particular employee.

Employee Review Template: Growth

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Dispatch email about opportunities to the employee

Dispatch an email about upcoming opportunities directly to the employee.

After writing down any relevant events, courses, and opportunities for the staff member, let them know of upcoming possibilities to bolster their career by sending this email to them.

Employee Review Template- Final Steps:

Schedule next performance review

Schedule the next performance review for this employee.

Reviews can be extremely useful in that they’re repeatable, meaning critical information and data can be accumulated. With this in mind, schedule another review for an appropriate date and time.

It’s simple to schedule checklists with Process Street. To learn more about how to schedule checklists, read this useful article on our Help site.

This image from our Help site shows where users can find the button to schedule checklists.

Approval: Approve new opportunities

Will be submitted for approval:

  • Dispatch email about opportunities to the employee

    Will be submitted

Sources:

Sources

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