Performance review form

A performance review form is a structured conversation frozen in time — what did the employee do well this period, where can they improve, and what are they aiming for next. This works for manager assessments and self-assessments alike: employee name, the review period, ratings on two competencies, achievements, growth areas, and forward-looking goals so both sides agree on next steps.

The form beside this text is live. Fill it in and submit it — it validates exactly as it would for a real respondent, and saves nothing.

Structured competencies replace vague feedback

Rating specific competencies produces comparable, actionable feedback, rather than a vague "could improve" that does not tell the employee what to change.

One form works for manager assessment and self-assessment

Run the same form as a manager assessment, a self-assessment, or both, then export and compare the two as talking points in the review conversation.

No card required.

Performance Review

Live preview

How to build this form

5 steps in the editor. Nothing here needs a paid plan.

  1. Add a text field for the employee name and a text field for the review period, e.g. "Q3 2026".
  2. Add rating fields for two core competencies — suggested: Communication and Quality of work — customised to your organisation.
  3. Add a textarea for key achievements, so the employee owns the wins.
  4. Add a textarea for areas for growth, kept specific rather than vague.
  5. Add a textarea for goals for the next period, ideally measurable and time-bound.

Fields in this form

7 fields, using 3 of the 19 field types available.

QuestionField typeRequired
Employee nameShort textYes
Review periodShort textYes
CommunicationRatingYes
Quality of workRatingYes
Key achievements this periodLong textYes
Areas for growthLong textYes
Goals for next periodLong textYes

What goes wrong with this form

Specific to a performance review form, not general advice about forms.

Skipping the growth section or making it optional

Mark it required. A review without growth feedback is just a report card — specific growth areas are where the form becomes useful for actual development.

Rating without context in the achievements section

A rating is a number; achievements are the story behind it. Keep the achievements textarea so ratings are backed by examples, not just a score.

Forgetting this is a conversation starter, not the conversation

The form is a snapshot in text. Use it to structure a real conversation with the employee — do not rely on the written response alone.

Questions about this form

What if the employee disagrees with the ratings?

The form is a starting point for conversation, not a final verdict. Use it to structure the discussion, then talk through any disagreements — running manager and self-assessments separately and comparing them surfaces exactly where views differ.

Can I customise the competencies being rated?

Yes. The form shows two rating fields by default — edit the labels to match your organisation, such as Leadership, Collaboration or Customer focus.

How often should I run performance reviews?

That depends on your organisation. Annual reviews are standard, but quarterly check-ins use the same template — just change the review period text to match your cadence.