The Performance Review Sheet is a fundamental human resources document used across organizations in the United States to facilitate structured employee evaluations. It serves as both a performance measurement tool and a legal record, ensuring compliance with federal and state employment laws. The document is typically used during annual, semi-annual, or quarterly review cycles to assess employee performance against predetermined objectives, document achievements, identify areas for improvement, and set future goals. Performance Review Sheets play a crucial role in employment decisions, professional development planning, and maintaining clear communication between employees and management. They must be carefully structured to avoid discriminatory practices and maintain objectivity while providing comprehensive documentation of employee performance history.
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1. Employee Information: Basic details including employee name, ID, position, department, review period, and date of review
2. Performance Rating Scale: Clear explanation of the rating system used (e.g., 1-5 scale, definitions of each rating level)
3. Core Performance Metrics: Evaluation of key performance indicators, job-specific responsibilities, and objectives
4. Behavioral Competencies: Assessment of soft skills, workplace behavior, and organizational value alignment
5. Goals Achievement: Review of goals set in previous period and extent of their achievement
6. Future Goals: Setting new goals and objectives for the next review period
7. Overall Performance Rating: Summary rating based on all evaluated areas
8. Comments and Feedback: Space for detailed feedback from supervisor and employee responses
9. Acknowledgment: Signatures from both employee and supervisor confirming review discussion
1. Professional Development Plan: Used when specific training or development needs are identified during the review
2. Performance Improvement Plan: Include when performance falls below expected standards and specific improvements are required
3. Project-Specific Evaluation: For employees involved in significant projects during the review period
4. Leadership Assessment: For management-level employees to evaluate leadership capabilities
5. Remote Work Performance: For employees working remotely to assess effectiveness of remote working arrangements
6. Cross-Functional Skills: For employees working across multiple departments or roles
7. Customer/Client Feedback: For customer-facing roles where external feedback is relevant
1. Appendix A: Job Description: Current job description against which performance is measured
2. Appendix B: Performance Metrics Definitions: Detailed descriptions of how each performance metric is measured and calculated
3. Appendix C: Previous Review Summary: Summary of last performance review for progress comparison
4. Appendix D: Goal Setting Worksheet: Detailed breakdown of goals, timelines, and success metrics
5. Appendix E: Competency Framework: Detailed descriptions of expected competencies for the role level
6. Appendix F: Development Resources: List of available training and development resources related to improvement areas
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