Performance Review Form Template

Section A: Employee Details

FieldEntry
Employee Name 
Employee ID 
Department 
Designation 
Reporting Manager 
Review Period(Quarterly / Mid-Year / Annual)
Date of Review 

Section B: Goal / KRA Achievement

(To be filled using the Goal/KRA Setting Template as reference)

ObjectiveKRA / Key ResultKPI / MeasurementWeightage (%)TargetEmployee Self-RatingManager RatingFinal StatusComments
Deliver high-quality projectsOn-time delivery% of projects delivered on/before deadline25%≥95%    
Improve client satisfactionCSAT ScoreAvg. client rating20%≥4.5/5    
Build team capabilityConduct training# of sessions delivered15%4    

(More rows as per employee’s finalized goals/KRAs)


Section C: Competency & Behavioral Evaluation

(Ratings based on 1–5 scale: 1 = Needs Improvement, 5 = Excellent)

Competency / BehaviorDescriptionEmployee Self-RatingManager RatingComments
Technical / Functional SkillsApplication of role-specific knowledge & expertise   
Problem-SolvingAbility to analyze and resolve issues effectively   
Collaboration & TeamworkWorks well with peers, contributes to team goals   
CommunicationClarity, responsiveness, and effectiveness of communication   
Cultural AlignmentAdherence to company values (Growth, Impact, Culture, Rewards, Balance)   

Section D: Overall Rating

(Weighted average across KRAs and competencies — auto-calculated in HRIS/Excel)

CategoryWeightageScoreWeighted Score
KRA / OKR Achievement70%  
Competency & Behaviors30%  
Final Rating100%  

Rating Scale (example):

  • 4.5 – 5.0: Outstanding
  • 3.5 – 4.4: Exceeds Expectations
  • 2.5 – 3.4: Meets Expectations
  • 1.5 – 2.4: Needs Improvement
  • 1.0 – 1.4: Unsatisfactory

Section E: Feedback & Development

  • Employee Self-Feedback:
    • Strengths I demonstrated: __________
    • Areas I want to improve: __________
    • Support I need from manager/organization: __________
  • Manager Feedback:
    • Key strengths observed: __________
    • Areas for development: __________
    • Suggested training/mentoring: __________

Section F: Outcomes & Actions

ActionDetailsOwnerTimeline
Promotion / Role Change   
Salary Increment / Bonus   
Training / Development Plan   
Performance Improvement Plan (if needed)   

Section G: Sign-Off

NameSignature / Digital ApprovalDate
Employee  
Manager  
HR Reviewer