{"id":24639,"date":"2020-09-28T15:57:40","date_gmt":"2020-09-28T15:57:40","guid":{"rendered":"https:\/\/www.process.st\/templates\/employee-review-template\/"},"modified":"2024-02-29T03:03:14","modified_gmt":"2024-02-29T03:03:14","slug":"employee-review-template","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/employee-review-template\/","title":{"rendered":"Employee Review Template"},"content":{"rendered":"<section id=\"introduction-to-employee-review-template\">\n<h2>Introduction to Employee Review Template:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gh3f5DAZ34TaQwZBGgJEmw.png\" alt=\"Employee Review Template\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gh3f5DAZ34TaQwZBGgJEmw.png\"> <\/a><figcaption>\n     Employee Review Template<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>Regular employee performance reviews<\/strong> are widely recognized to be vital for the <a href=\"https:\/\/www.thebalancecareers.com\/employee-feedback-to-replace-annual-performance-review-4159513\" rel=\"nofollow noopener\" target=\"_blank\">smooth running of any business.&nbsp;<\/a> Replacing the tiresome annual employee reviews with quarterly reviews is thought to improve employee<a href=\"https:\/\/www.gallup.com\/workplace\/249332\/harm-good-truth-performance-reviews.aspx\" rel=\"nofollow noopener\" target=\"_blank\"> engagement and performance.&nbsp;<\/a><\/p>\n<p class=\"style-blockquote\"><em>\"Only <a href=\"http:\/\/www.globoforce.com\/gfblog\/2013\/infographic-the-startling-truth-about-performance-reviews\/\" rel=\"nofollow noopener\" target=\"_blank\">49 percent<\/a> of employees find that annual reviews are accurate, while <a href=\"https:\/\/venturefizz.com\/blog\/annual-performance-review-dead\" rel=\"nofollow noopener\" target=\"_blank\">90 percent<\/a> of HR heads believe annual reviews do not yield accurate information.\" - <\/em><a href=\"https:\/\/www.thebalancecareers.com\/employee-feedback-to-replace-annual-performance-review-4159513\" rel=\"nofollow noopener\" target=\"_blank\">Jeff Weber, <em>Regular Employee Feedback to Replace the Annual Review<\/em><\/a><\/p>\n<p>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.&nbsp;<\/p>\n<p class=\"style-success\">Today\u2019s&nbsp;<a href=\"https:\/\/www.thebalancecareers.com\/your-organization-s-future-demands-agility-1918814\" rel=\"nofollow noopener\" target=\"_blank\">agile workforce needs nimble new strategies<\/a>, processes, and tools to enable feedback between employees and their managers. Fortunately, this employee performance <strong>review<\/strong> will <strong>help<\/strong>&nbsp;managers <strong>onboard<\/strong>, <strong>manage<\/strong>, <strong>motivate<\/strong>, <strong>develop<\/strong>, and <strong>support<\/strong> their team.<\/p>\n<p>Aim to run this checklist near the end of every quarter to optimize your team.&nbsp;<\/p>\n<hr>\n<p>Before you get stuck in, here is <strong>a little bit about us:<\/strong><\/p>\n<p><a href=\"https:\/\/www.process.st\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a> is super-powered checklists. It\u2019s the easiest way to manage your<a href=\"https:\/\/www.process.st\/recurring-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\"> recurring tasks<\/a>, procedures, and workflows.<\/p>\n<p>Create a<a href=\"https:\/\/www.process.st\/templates\/process-street-user-guide\/\" rel=\"nofollow noopener\" target=\"_blank\"> checklist template<\/a> and<a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-run-a-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"> run individual checklists<\/a> for each member of your team. You can check tasks off as you work through them, set deadlines,<a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\"> add approvals<\/a>,<a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\"> assign tasks<\/a>, and<a href=\"https:\/\/www.process.st\/help\/docs\/template-overview\/\" rel=\"nofollow noopener\" target=\"_blank\"> track each team member's progress<\/a>.<\/p>\n<p>You can also<a href=\"https:\/\/www.process.st\/help\/docs\/zapier-examples\/\" rel=\"nofollow noopener\" target=\"_blank\"> connect to thousands of Apps<\/a> through<a href=\"https:\/\/zapier.com\/app\/zaps\" rel=\"nofollow noopener\" target=\"_blank\"> Zapier<\/a> and automate your workflows even more.<\/p>\n<hr>\n<p><strong>With that covered ... Let's get started with the Employee Review! <\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"add-the-basic-details\">\n<h2>Add the basic details<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">The information you add in these tasks will create <a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\" rel=\"nofollow noopener\" target=\"_blank\">variables<\/a>. This means that the data you input and select can be pulled through at a later stage.<\/p>\n<p><strong>Add both yours and the employee's details in the form fields below.<\/strong><\/p>\n<p><strong>This checklist<\/strong>&nbsp;should be run for <strong>every<\/strong> <strong>employee<\/strong> you oversee.<\/p>\n<p><span style=\"background-color: #fce8a7;\">By <strong>adding<\/strong> the <strong>basic details<\/strong> of each employee <strong>you can<\/strong> easily <strong>tell<\/strong> <strong>who the checklist is<\/strong> <strong>for<\/strong> and when the process was run.<\/span><\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Your name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Your job title <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee's name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee's job title <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Today's date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-success\">If applicable you can use the 'Members' field below to select a member of your organization to <strong>approve this checklist.<\/strong> The approval task is the final task in this checklist.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"employee-review-template--onboarding\">\n<h2>Employee Review Template - Onboarding:<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\"><strong>Conditional logic  <\/strong>is applied to this checklist. Conditional Logic is a powerful feature that allows you to create truly dynamic<a href=\"https:\/\/www.process.st\/help\/docs\/running-checklists\/\" rel=\"nofollow noopener\" target=\"_blank\"> checklists<\/a> with <em>if-this-then-that<\/em> logic.&nbsp; 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 <strong><a href=\"http:\/\/our%20Help page.\" rel=\"nofollow noopener\" target=\"_blank\">our Help page.&nbsp;<\/a><\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"assess-employees-onboarding-status\">\n<h2>Assess employee's onboarding status<\/h2>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong>Assess if the employee is currently being onboarded or not by answering the dropdown.<\/strong><\/p>\n<p>If the employee being reviewed <strong>is in the process of onboarding<\/strong>, choosing \"<strong>yes<\/strong>\" or \"<strong>no<\/strong>\" will determine the next task. If they're past the onboarding stage and are at any other stage within the company, the answer is \"<strong>no<\/strong>\".<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Is the employee being onboarded? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/n49lMNDxB1mZYRTueTFOZA.png\" alt=\"Assess employee's onboarding status\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/n49lMNDxB1mZYRTueTFOZA.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><a href=\"https:\/\/pixabay.com\/photos\/hands-teamwork-team-spirit-cheer-up-1939895\/\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"record-their-progression\">\n<h2>Record their progression<\/h2>\n<div class=\"text-content\">\n<p><strong>Record the progress of the employee you are onboarding <\/strong>in the form field below.<\/p>\n<p class=\"style-success\">The onboarding process for a new employee is a lengthy process. <strong>By recording<\/strong> their progress, <strong>you<\/strong>&nbsp;<strong>know<\/strong> exactly where they are at in their training.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> The employee's progress <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"identify-prospective-finish-date\">\n<h2>Identify prospective finish date<\/h2>\n<div class=\"text-content\">\n<p><strong>Note the prospective onboarding finish date.<\/strong><\/p>\n<p>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.<\/p>\n<p>Add the employee's prospective finish date to know <strong>when they'll be ready<\/strong> to become a <strong>core member<\/strong> of the <strong>support team<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Prospective finish date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Is the new employee running on schedule? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-danger\">In the form field below <strong>identify the reason(s)<\/strong> for the new <strong>employee's<\/strong> <strong>delayed or early completion of the onboarding process.&nbsp;<\/strong><\/p>\n<p>Then add the employee's <strong>revised prospective finish <\/strong>date.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Reason for change in progress of onboarding process <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"employee-review-template-meeting-attendance\">\n<h2>Employee Review Template- Meeting Attendance:<\/h2>\n<\/section>\n<section id=\"record-employees-attendance-to-meetings\">\n<h2>Record employee's attendance to meetings<\/h2>\n<div class=\"text-content\">\n<p>Use the dropdown to <strong>assess the employee's attendance to meetings<\/strong> during this quarter.&nbsp;&nbsp;<\/p>\n<p class=\"style-info\"><a href=\"https:\/\/onlinebusiness.northeastern.edu\/blog\/5-important-reasons-to-hold-regular-performance-reviews-for-staff\/\" rel=\"nofollow noopener\" target=\"_blank\">Regular meetings are crucial<\/a> for improving overall performance, increasing employee engagement, and&nbsp;they also help to keep the team on the same page regarding the company, current goals, and future changes.<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Have all meetings been attended? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qPDeECobhSIV7ywKLn5HVA.jpeg\" alt=\"Record employee's attendance to meetings\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qPDeECobhSIV7ywKLn5HVA.jpeg\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p style=\"text-align: center;\">(<a href=\"https:\/\/unsplash.com\/photos\/gMsnXqILjp4\" rel=\"nofollow noopener\" target=\"_blank\">Source<\/a>)<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"input-details-of-meetings-attendancenonattendance\">\n<h2>Input details of meetings attendance\/non-attendance<\/h2>\n<div class=\"text-content\">\n<p>Use the <strong>dropdown<\/strong> below to<strong> identify whether the employee has missed any meetings.&nbsp;<\/strong><\/p>\n<p>Then, if the <strong>answer is 'yes'<\/strong> the conditional logic feature <strong>will show date and text fields.<\/strong>&nbsp; Use these form fields to<strong> input details<\/strong> of the <strong>employee's non-attendance.<\/strong><\/p>\n<p class=\"style-warning\">This is a quarterly <strong>employee&nbsp;performance review. <\/strong>By running this checklist over the course of a year, you will gather crucial, reflective data regarding the employee's meeting attendance.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Has the employee missed any meetings? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Missed meeting time\/date #1 <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Reason for not attending meeting <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<hr>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Missed meeting time\/date #2 <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Reason for not attending meeting <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<hr>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Missed meeting time\/date #3 <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Reason for not attending meeting <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<hr>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Missed meeting time\/date #4 <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Reason for not attending meeting <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<hr>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Missed meeting time\/date #5 <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Reason for not attending meeting <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<hr>\n<\/p><\/div>\n<\/section>\n<section id=\"draft-an-email-regarding-nonattendance\">\n<h2>Draft an email regarding non-attendance<\/h2>\n<div class=\"text-content\">\n<p>Use the text field below to <strong>draft an email concerning meeting attendance to the employee.&nbsp;<\/strong>Let&nbsp;them know that they need to start <strong>attending all future meetings.<\/strong><\/p>\n<p>Meetings being regularly missed is not a good sign. Therefore, it is a best practice to inform the <strong>employee<\/strong> that they're missing too many meetings.&nbsp; Let them know that this is detrimental not only to themselves but also to the team as a whole.<\/p>\n<p class=\"style-danger\">This task and the following task is for when the employee has&nbsp;<strong>not<\/strong> been attending enough.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Non-attendance message draft <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"email-the-nonattending-employee\">\n<h2>Email the non-attending employee<\/h2>\n<div class=\"text-content\">\n<p><strong>Use the email form field below to send an email to the employee&nbsp;<\/strong>regarding their attendance to meetings.&nbsp;<\/p>\n<p class=\"style-warning\">You'll see your drafted email from task 11 has been pulled through via <strong>variables<\/strong> to the <a href=\"https:\/\/www.process.st\/help\/docs\/text-widget\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>email widget<\/strong><\/a>. If the email content needs to be redrafted, edit accordingly, and click the send icon.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"employee-review-template--work-attendance\">\n<h2>Employee Review Template - Work Attendance:<\/h2>\n<\/section>\n<section id=\"determine-work-attendance\">\n<h2>Determine work attendance<\/h2>\n<div class=\"text-content\">\n<p><strong>Answer the dropdown to start the process of reviewing the employee's work attendance over this quarter.<\/strong>&nbsp;&nbsp;<\/p>\n<p class=\"style-warning\">For any team to work efficiently, the <strong>entire team<\/strong> <strong>needs<\/strong> to be synchronized. <strong>Synchronization<\/strong> can't happen, however, if other team members are having to pick up extra work from those taking time off.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Did they have 100% office attendance? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"record-information-regarding-absenteeism\">\n<h2>Record information regarding absenteeism<\/h2>\n<div class=\"text-content\">\n<p><strong>Use the form fields below to enter all information regarding work non-attendance<\/strong>.<\/p>\n<p class=\"style-success\">All <strong>employees deserve to take time off<\/strong> every now and again for a <strong>holiday<\/strong>. And, if they're <strong>sick<\/strong>, then it's preferable for them to stay at home and recover.&nbsp; <strong>However, taking too much time off<\/strong>&nbsp;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.<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> How many times has the employee been absent? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> First time of absence <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Reason for being absent <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<hr>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Second period of absence <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Reason for being absent <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<hr>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Third time of absence <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Reason for being absent <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<hr>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Fourth time of absence <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Reason for being absent <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<hr>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Fifth time of absence <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Reason for being absent <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Do you feel the employee has taken too much time off? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"draft-email-to-send-to-the-absent-employee\">\n<h2>Draft email to send to the absent employee<\/h2>\n<div class=\"text-content\">\n<p><strong>Write out an email to the employee regarding their absence.<\/strong><\/p>\n<p>If it's come to your attention that the <strong>employee<\/strong> has been taking<strong> too much time off<\/strong>, it's time to <strong>let them know<\/strong>. Otherwise, they might continue to book time off, impacting the rest of your team further.<\/p>\n<p class=\"style-danger\">This task and the following task is for when the employee has&nbsp;<strong>not<\/strong> been attending enough.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Absence message draft <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"send-the-email-to-the-absent-employee\">\n<h2>Send the email to the absent employee<\/h2>\n<div class=\"text-content\">\n<p><strong>Send an email to the employee regarding their time away from work.<\/strong><\/p>\n<p>The difference between taking the allotted time off and too much is noticeable. If the latter is the case with this particular employee, <strong>send an email<\/strong> to them <strong>about the situation<\/strong> and how it <strong>needs to change<\/strong>. They might not even be aware of their absenteeism themselves.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"employee-review-template--motivation\">\n<h2>Employee Review Template - Motivation:<\/h2>\n<\/section>\n<section id=\"evaluate-employees-motivation\">\n<h2>Evaluate employee's motivation<\/h2>\n<div class=\"text-content\">\n<p><strong>Evaluate the employee's level of motivation by choosing an answer from the dropdown below.<\/strong><\/p>\n<p><strong><a href=\"https:\/\/inside.6q.io\/employee-motivation-important\/\" rel=\"nofollow noopener\" target=\"_blank\">The motivation<\/a> <\/strong>an employee is feeling will have a<strong> tremendous effect on<\/strong> their levels of <strong>productivity.<\/strong><\/p>\n<p class=\"style-info\">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!<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Was the employee completely motivated? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kUn8lYL4i7gD5nkUBxZGSw.jpg\" alt=\"Employee Review Template: Motivation\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kUn8lYL4i7gD5nkUBxZGSw.jpg\"> <\/a><figcaption>\n     Employee Review Template: Motivation<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><a href=\"https:\/\/pixabay.com\/photos\/make-the-day-great-letterbox-4166221\/\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"determine-ways-to-boost-employees-motivation\">\n<h2>Determine ways to boost employee's motivation<\/h2>\n<div class=\"text-content\">\n<p><strong>Choose actions from the dropdown to help improve the employee's motivation.<\/strong><\/p>\n<p>Seeing as motivation has a monumental impact on productivity, look at and <strong>implement ways<\/strong> to <strong>increase<\/strong> the employee's <strong>motivation<\/strong>.<\/p>\n<p>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 <strong><a href=\"https:\/\/blog.bonus.ly\/20-simple-ways-to-increase-motivation-in-the-workplace\/\" rel=\"nofollow noopener\" target=\"_blank\">handy guide of 20 ways to boost motivation<\/a><\/strong>. Team-building activities, too, massively help - <strong><a href=\"https:\/\/www.process.st\/team-building-activities\/\" rel=\"nofollow noopener\" target=\"_blank\">read our catalog of over 60 of them<\/a><\/strong>.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"multi-choice-content form-field-content\">\n<div class=\"form-group\"> <label> Ways to increase motivation <\/label> <select disabled class=\"form-control\"><option value=\"\">Multiple options can be selected from this list<\/option><\/select>\n  <\/div>\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Implement a healthy work schedule\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Promote teamwork\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Suggest a healthier diet\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Forward over developmental opportunities\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Improve the environment at work\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Positive reinforcement\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Be outwardly positive yourself\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       8\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Advocate for physical health\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"employee-review-template--performance\">\n<h2>Employee Review Template - Performance:<\/h2>\n<\/section>\n<section id=\"consider-if-hard-data-is-relevant-to-this-performance-review\">\n<h2>Consider if hard data is relevant to this performance review<\/h2>\n<div class=\"text-content\">\n<p><strong>Consider if hard data is relevant to this specific employee and this particular review.<\/strong><\/p>\n<p class=\"style-danger\">This task may not be applicable to all business types. If you have a <strong>business that has data that can be measured<\/strong> such as customer reviews, engagement of content the employee has produced, customer tickets, and so on - then <strong>select the option \"yes\" from the dropdown.&nbsp;<\/strong><\/p>\n<p>That being said, if you wanted to take a more <strong>qualitative approach<\/strong>, looking at <strong>data<\/strong> <strong>might not be relevant<\/strong>.<\/p>\n<p>Choosing \"<strong>yes<\/strong>\" or \"<strong>no<\/strong>\" in the dropdown will inform the order of the next tasks.<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Is hard data relevant now? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"record-employees-performance-data\">\n<h2>Record employee's performance data<\/h2>\n<div class=\"text-content\">\n<p><strong>The data you input<\/strong> in the text field below <strong>will depend<\/strong> entirely on the<strong> type of business<\/strong> you run.<\/p>\n<p class=\"style-warning\"><strong>Feel free to<\/strong> <strong>add text fields or tasks to this section<\/strong> that refer specifically to <strong>your business model.<\/strong> Remember to include the variables you add in any of the review tasks.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Review discoveries <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"gather-feedback-from-colleagues\">\n<h2>Gather feedback from colleagues<\/h2>\n<div class=\"text-content\">\n<p><strong>Use this task to gather any feedback on the employee from their colleagues.<\/strong><\/p>\n<p class=\"style-warning\"><strong>Remember:<\/strong> 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 <span style=\"text-decoration: underline;\">Process Street blog: <\/span><strong><em><a href=\"https:\/\/www.process.st\/employee-feedback\/\" rel=\"nofollow noopener\" target=\"_blank\">How to Get, Process, and Act on Employee Feedback.<\/a><\/em><\/strong><\/p>\n<p><strong>Note down any positive or negative comments in the text field below.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Colleagues' feedback <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gfcqZlWW19xi-XHWG5tG1w.png\" alt=\"Employee Review Template: Colleagues\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gfcqZlWW19xi-XHWG5tG1w.png\"> <\/a><figcaption>\n     Employee Review Template: Colleagues<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><a href=\"https:\/\/unsplash.com\/photos\/XkKCui44iM0\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><a href=\"https:\/\/unsplash.com\/photos\/XkKCui44iM0\" rel=\"nofollow noopener\" target=\"_blank\">(<\/a><a href=\"https:\/\/unsplash.com\/photos\/XkKCui44iM0\" rel=\"nofollow noopener\" target=\"_blank\">Source)<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"identify-the-employees-successes\">\n<h2>Identify the employee's successes<\/h2>\n<div class=\"text-content\">\n<p><strong>Identify the employee's successes by picking an answer from the dropdown underneath.<\/strong><\/p>\n<p class=\"style-success\">Based on the data from the previous tasks, you should now have an idea of whether the employee has had any <strong>successes<\/strong> or not. If they have indeed been successful then they <strong>should be congratulated<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Has the employee had successes? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"choose-an-area-in-which-the-employee-excelled\">\n<h2>Choose an area in which the employee excelled<\/h2>\n<div class=\"text-content\">\n<p><strong>Choose an area in which the employee excelled from the dropdown list <\/strong><span style=\"background-color: #ffd0b9;\">(feel free to change the items on this list to meet your business model).<\/span><\/p>\n<p>So that you can congratulate the employee on their success, it's necessary to narrow down and <strong>categorize<\/strong> exactly what <strong>the success<\/strong> was. The dropdown list underneath this text contains a wide range of areas in which the employee may have succeeded.<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Employee's area of success <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"push-email-out-to-the-successful-employee\">\n<h2>Push email out to the successful employee<\/h2>\n<div class=\"text-content\">\n<p><strong>Push an email out to the successful employee by using the email widget below.<\/strong><\/p>\n<p>Seeing as the employee's success has been defined, it's now time to congratulate them on their work.&nbsp;<\/p>\n<p class=\"style-warning\">The <strong>email widget<\/strong> below is pulling information in via <strong>variables<\/strong>. If you'd like to <strong>edit<\/strong> the message itself - or any part of the email, like the subject - that can be done by editing the checklist's <strong>template<\/strong> or by launching the email in your <strong>email service<\/strong> by pressing \"test send\".<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"employee-review-template--identify-problems\">\n<h2>Employee Review Template - Identify Problems:<\/h2>\n<\/section>\n<section id=\"acknowledge-any-employee-problems\">\n<h2>Acknowledge any employee problems<\/h2>\n<div class=\"text-content\">\n<p><strong>Acknowledge any possible problems concerning the employee by answering the dropdown below.<\/strong><\/p>\n<p class=\"style-info\">Humans can't excel at everything 24\/7, especially within their job&nbsp; - problems will inevitably occur at some stage. If the employee is having any <strong>problems at work<\/strong> - perhaps they're struggling with workload, or they aren't sure how to manage stress well - <strong>acknowledge, identify, then rectify<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Were any problems brought up? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/je93o6XrLb9opmEY5mRIyw.jpg\" alt=\"Employee Review Template: Problems\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/je93o6XrLb9opmEY5mRIyw.jpg\"> <\/a><figcaption>\n     Employee Review Template: Problems<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><a href=\"https:\/\/pixabay.com\/photos\/despaired-businessman-business-2261021\/\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"identify-the-problems\">\n<h2>Identify the problems<\/h2>\n<div class=\"text-content\">\n<p><strong>Identify the problems the employee is having in the given form fields.<\/strong><\/p>\n<p>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 <strong>identify the problems thoroughly<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> How many problems are there? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> First problem <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Explanation of first problem <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<hr>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Second problem <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Explanation of second problem <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<hr>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Third problem <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Explanation of third problem <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"talk-about-the-issues-to-resolve-them\">\n<h2>Talk about the issues to resolve them<\/h2>\n<div class=\"text-content\">\n<p><strong>Talk about the issues to the employee to resolve them.&nbsp;<\/strong><\/p>\n<p>To fully rectify <strong>issues<\/strong>, they must be <strong>frankly discussed<\/strong>. Talk honestly about what the employee is having issues with, to see if a resolution can be found.<\/p>\n<p class=\"style-info\">Resolving workplace conflicts can often be tricky. If their issue is related to conflict, it's worth reading<a href=\"https:\/\/blog.hubspot.com\/service\/handling-conflict-work\" rel=\"nofollow noopener\" target=\"_blank\"> this guide on HubSpot<\/a>, in which Ben Aston offers 10 ways to handle the conflict before it escalates.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"write-a-message-regarding-available-support\">\n<h2>Write a message regarding available support<\/h2>\n<div class=\"text-content\">\n<p><strong>Write a message telling the employee that you're available to support them in the text field below.<\/strong><\/p>\n<p class=\"style-info\">As a manager, <strong>you're<\/strong> the <strong>first point of contact<\/strong> should any employee need <strong>assistance, support, or help<\/strong>. But an employee might not always feel comfortable bringing up any issues they're having, either personally or professionally. <strong>Tell<\/strong> the <strong>employee<\/strong> that they're <strong>welcome to talk<\/strong> to you at any time.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Support message draft <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"send-an-email-to-the-employee-regarding-support\">\n<h2>Send an email to the employee regarding support<\/h2>\n<div class=\"text-content\">\n<p><strong>Send an email to the employee regarding being able to support them.<\/strong><\/p>\n<p><strong><\/strong>Employees often forget that their <strong>manager<\/strong> isn't only there to manage them - they're <strong>there to help<\/strong>, too. <strong>Remind the employee<\/strong> that you're available to help them should they need any by sending an email to them.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"employee-review-template-developing-the-employee\">\n<h2>Employee Review Template- Developing the Employee:<\/h2>\n<\/section>\n<section id=\"note-relevant-opportunities-for-development\">\n<h2>Note relevant opportunities for development<\/h2>\n<div class=\"text-content\">\n<p><strong>List any relevant opportunities that would help to develop the employee's career.&nbsp;<\/strong><\/p>\n<p>Many <strong>companies<\/strong> - no matter if they're multinationals or start-ups - have a <strong>budget for employee training<\/strong>, <strong>development<\/strong>, and <strong>professional growth.<\/strong><\/p>\n<p>From courses to conferences, there's a wide range of opportunities out there to be taken advantage of. Using the form field below,<strong> list events<\/strong> <strong>or activities<\/strong> that could be useful to this particular employee.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> List of professional development opportunities <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qp1E4TREtexXqa6KdTFGdg.jpg\" alt=\"Employee Review Template: Growth\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/qp1E4TREtexXqa6KdTFGdg.jpg\"> <\/a><figcaption>\n     Employee Review Template: Growth<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p style=\"text-align: center;\"><a href=\"https:\/\/pixabay.com\/photos\/sprout-plant-growing-asphalt-crack-1147803\/\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"dispatch-email-about-opportunities-to-the-employee\">\n<h2>Dispatch email about opportunities to the employee<\/h2>\n<div class=\"text-content\">\n<p><strong>Dispatch an email about upcoming opportunities directly to the employee.<\/strong><\/p>\n<p>After writing down any relevant events, courses, and opportunities for the staff member,<strong> let them know<\/strong> of <strong>upcoming possibilities<\/strong> to bolster their career <strong>by sending this email<\/strong> to them.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"employee-review-template-final-steps\">\n<h2>Employee Review Template- Final Steps:<\/h2>\n<\/section>\n<section id=\"schedule-next-performance-review\">\n<h2>Schedule next performance review<\/h2>\n<div class=\"text-content\">\n<p><strong><span>Schedule the next performance review for this employee.<\/span><\/strong><\/p>\n<p>Reviews can be extremely useful in that they're <strong>repeatable<\/strong>, meaning critical information and <strong>data can be accumulated<\/strong>. With this in mind, <strong>schedule&nbsp;<\/strong>another review for an appropriate date and time.<\/p>\n<p class=\"style-info\">It's simple to <strong>schedule checklists<\/strong> <span>with Process Street.&nbsp;To learn more about how to schedule checklists, read this useful article on our <a href=\"https:\/\/www.process.st\/help\/docs\/scheduled-checklists\/\" rel=\"nofollow noopener\" target=\"_blank\">Help site<\/a>.<\/span><\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hQTVxSjpJaEhQ2tnJXtH5A.jpg\" alt=\"This image from our Help site shows where users can find the button to schedule checklists.\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/hQTVxSjpJaEhQ2tnJXtH5A.jpg\"> <\/a><figcaption>\n     This image from our Help site shows where users can find the button to schedule checklists.<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-approve-new-opportunities\">\n<h2>Approval: Approve new opportunities<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Dispatch email about opportunities to the employee<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<h5 style=\"text-align: center;\">Sources<\/h5>\n<hr>\n<ul>\n<li><a href=\"https:\/\/www.thebalancecareers.com\/employee-feedback-to-replace-annual-performance-review-4159513\" rel=\"nofollow noopener\" target=\"_blank\">The Balance Careers - <em>Increase Workplace Productivity and Employee Happiness With a Review\u2003<\/em><\/a><\/li>\n<li><a href=\"https:\/\/www.gallup.com\/workplace\/249332\/harm-good-truth-performance-reviews.aspx\" rel=\"nofollow noopener\" target=\"_blank\">Inc.Gallup - <em>More Harm Than Good: The Truth About Performance Reviews\u2003<\/em><\/a><\/li>\n<li><a href=\"https:\/\/www.indeed.com\/hire\/c\/info\/how-to-conduct-an-employee-evaluation\" rel=\"nofollow noopener\" target=\"_blank\">Indeed.com - <em>How to Conduct an Employee Evaluation<\/em><br \/><\/a><\/li>\n<li><a href=\"http:\/\/%20https:\/\/www.tinypulse.com\/blog\/sk-useful-phrases-performance-reviews\" rel=\"nofollow noopener\" target=\"_blank\">Andrew Sumitani - <em>100 Useful Performance Review Phrases\u2003<\/em><\/a><\/li>\n<li><a href=\"https:\/\/parade.com\/468360\/kmccleary\/5-must-knows-about-millennial-managers\/\" rel=\"nofollow noopener\" target=\"_blank\">5 Must-Knows About Millennial Managers <\/a><\/li>\n<li><a href=\"https:\/\/twitter.com\/swethamaresan\" rel=\"nofollow noopener\" target=\"_blank\">Swetha Amaresan -<\/a>&nbsp;<em><a href=\"https:\/\/blog.hubspot.com\/service\/customer-service-manager\" rel=\"nofollow noopener\" target=\"_blank\">What Does a Customer Service Manager Do?<\/a><\/em><\/li>\n<li><a href=\"https:\/\/twitter.com\/mrpatto\" rel=\"nofollow noopener\" target=\"_blank\">Mat Patterson - <\/a><em><a href=\"https:\/\/www.helpscout.com\/helpu\/customer-service-performance-measurement\/\" rel=\"nofollow noopener\" target=\"_blank\">How Top Customer Service Teams Measure Performance<\/a><\/em><a href=\"https:\/\/acquire.io\/blog\/measure-customer-service-success\/\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><\/li>\n<li><a href=\"https:\/\/www.linkedin.com\/in\/amritpaldhangal\" rel=\"nofollow noopener\" target=\"_blank\">Amritpal Dhangal -&nbsp;<\/a><em><a href=\"https:\/\/acquire.io\/blog\/measure-customer-service-success\/\" rel=\"nofollow noopener\" target=\"_blank\">How to Measure Customer Service Success?<\/a><\/em><\/li>\n<li><a href=\"https:\/\/twitter.com\/paulfalconehr?lang=en\" rel=\"nofollow noopener\" target=\"_blank\">Paul Falcone -&nbsp;<\/a><em><a href=\"https:\/\/playbook.amanet.org\/sample-phrases-for-performance-appraisals-customer-service\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Self-Assessment Examples in Customer Service<\/a><\/em><\/li>\n<li><a href=\"https:\/\/www.linkedin.com\/in\/steve-crabtree-28499378\/?utm_source=link_wwwv9&amp;utm_campaign=item_100036&amp;utm_medium=copyhttps:\/\/www.linkedin.com\/in\/steve-crabtree-28499378\/?utm_source=link_wwwv9&amp;utm_campaign=item_100036&amp;utm_medium=copy\" rel=\"nofollow noopener\" target=\"_blank\">Steve Crabtree -<em>&nbsp;<\/em><\/a><em><a href=\"https:\/\/news.gallup.com\/poll\/165269\/worldwide-employees-engaged-work.aspx\" rel=\"nofollow noopener\" target=\"_blank\">Worldwide, 13% of Employees Are Engaged at Work<\/a><\/em><\/li>\n<li><a href=\"https:\/\/twitter.com\/benjbrandall?lang=en\" rel=\"nofollow noopener\" target=\"_blank\">Benjamin Brandall -<\/a><em> <a href=\"https:\/\/www.process.st\/team-building-activities\/\" rel=\"nofollow noopener\" target=\"_blank\">63 Team Building Activities That Your Team Won't Roll Their Eyes At<\/a><\/em><\/li>\n<li><a href=\"https:\/\/au.linkedin.com\/in\/heryati-ramlan-1333776b\" rel=\"nofollow noopener\" target=\"_blank\">Heryati Ramlan -&nbsp;<\/a><em><a href=\"https:\/\/inside.6q.io\/employee-motivation-important\/\" rel=\"nofollow noopener\" target=\"_blank\">Why Employee Motivation Is Important (&amp; How to Improve It)<\/a><\/em><\/li>\n<li><a href=\"https:\/\/au.linkedin.com\/in\/kim-harrison-26a3a56\" rel=\"nofollow noopener\" target=\"_blank\">Kim Harrison -<\/a>&nbsp;<em><a href=\"https:\/\/cuttingedgepr.com\/free-articles\/employee-recognition-important\/\" rel=\"nofollow noopener\" target=\"_blank\">Why Employee Recognition is so Important &amp; How You Can Start Doing it<\/a><\/em><\/li>\n<li><a href=\"https:\/\/www.linkedin.com\/in\/dina-gerdeman-8018b94\" rel=\"nofollow noopener\" target=\"_blank\">Dina Gerdeman -&nbsp;<\/a><em><a href=\"https:\/\/hbswk.hbs.edu\/item\/forget-cash-here-are-better-ways-to-motivate-employees\" rel=\"nofollow noopener\" target=\"_blank\">Forget Cash. Here Are Better Ways to Motivate Employees<\/a><\/em><\/li>\n<li><a href=\"https:\/\/twitter.com\/shawnachor\" rel=\"nofollow noopener\" target=\"_blank\">Shawn Achor -<\/a>&nbsp;<em><a href=\"https:\/\/hbr.org\/2016\/02\/the-benefits-of-peer-to-peer-praise-at-work\" rel=\"nofollow noopener\" target=\"_blank\">The Benefits of Peer-to-Peer Praise at Work<\/a><\/em><\/li>\n<li><a href=\"https:\/\/hr.berkeley.edu\/hr-network\/central-guide-managing-hr\/managing-hr\/appendix\/acknowledgments\" rel=\"nofollow noopener\" target=\"_blank\">Berkeley Human Resources -&nbsp;<\/a><em><a href=\"https:\/\/hr.berkeley.edu\/hr-network\/central-guide-managing-hr\/managing-hr\/interaction\/conflict\/resolving\" rel=\"nofollow noopener\" target=\"_blank\">Resolving Conflict Situations<\/a><\/em><\/li>\n<li><a href=\"https:\/\/ca.linkedin.com\/in\/benaston\" rel=\"nofollow noopener\" target=\"_blank\">Ben Aston -&nbsp;<\/a><em><a href=\"https:\/\/blog.hubspot.com\/service\/handling-conflict-work\" rel=\"nofollow noopener\" target=\"_blank\">10 Tips for Handling Conflict at Work<\/a><\/em><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related Checklists:<\/h2>\n<div class=\"text-content\">\n<h5 style=\"text-align: center;\">Related Checklists<\/h5>\n<hr>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/aptitude-test\/#myers%20briggs%20jungian%20types%20personality%20test\" rel=\"nofollow noopener\" target=\"_blank\">The Myers-Briggs \/ Jungian Types Personality Test<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/job-description-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Job Description Template Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/the-ultimate-guide-to-hiring-an-intern\/\" rel=\"nofollow noopener\" target=\"_blank\">The Ultimate Guide To Hiring An Intern Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/human-resources-pre-employment-screening\/\" rel=\"nofollow noopener\" target=\"_blank\">Human Resources Pre-Employment Screening Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-background-check%E2%80%8B\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Background Check Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">General Employee Onboarding Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/call-center-employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Employee Onboarding Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/salesperson-onboarding-checklist-for-startups\" rel=\"nofollow noopener\" target=\"_blank\">Salesperson Onboarding Checklist for Startups<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/records-disposal-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Records Disposal Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/office-safety-inspection-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Office Safety Inspection Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/office-risk-assessment-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Office Risk Assessment Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/office-conflict-resolution-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Office Conflict Resolution Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/daily-customer-service-duties\/\" rel=\"nofollow noopener\" target=\"_blank\">Daily Customer Service Duties<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-service-performance-review\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Service Performance Review<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-service-training\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Service Training<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/records-management-training\/\" rel=\"nofollow noopener\" target=\"_blank\">Records Management Training<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/how-to-respond-to-negative-reviews\/\" rel=\"nofollow noopener\" target=\"_blank\">How to Respond to Negative Reviews<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/customer-journey-map-template\/\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Journey Map Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/reduce-churn\/\" rel=\"nofollow noopener\" target=\"_blank\">Reduce Churn<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-relations\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Relations Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-discipline-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Discipline Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/employment-termination-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Employment Termination Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/performance-review-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Performance Review Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/budget-preparation-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Budget Preparation Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/performance-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Performance Management Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/performance-review-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Performance Review Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/aptitude-test\/#big%20five%20personality%20test\" rel=\"nofollow noopener\" target=\"_blank\">Free aptitude test template: Big Five Personality Test<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/aptitude-test\/#holland%20codes%20test\" rel=\"nofollow noopener\" target=\"_blank\">Free aptitude test template: Holland Codes<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/aptitude-test\/#leadership%20tools%20test\" rel=\"nofollow noopener\" target=\"_blank\">Free aptitude test template: Leadership Tools<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/aptitude-test\/#disc%20assessment\" rel=\"nofollow noopener\" target=\"_blank\">Free aptitude test template: DISC Assessment<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/aptitude-test\/#iq%20test\" rel=\"nofollow noopener\" target=\"_blank\">Free aptitude test template: IQ Test<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>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.&nbsp; Replacing the tiresome annual employee reviews with quarterly reviews is thought to improve employee engagement and performance.&nbsp; \"Only 49 percent of employees find that annual reviews are accurate, while 90 [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":24640,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"40","template_description":"Use this checklist to review individual employees. 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