Workflow Templates: Employee Performance Review Checklist

Review previous period goals and objectives

Set new performance goals aligned with company objectives

Define measurable key performance indicators (KPIs)

Establish timelines for goal completion

Ensure goals are specific, measurable, achievable, relevant, and time-bound (SMART)

Evaluate the employee's overall productivity

Assess the quality and accuracy of work

Review adherence to company policies and procedures

Analyze problem-solving and decision-making skills

Collect feedback from peers and supervisors

Identify areas for skill and competency improvement

Discuss available training programs and resources

Develop a personalized development plan

Set milestones for skill acquisition and improvement

Encourage participation in professional development activities

Evaluate the employee's teamwork and collaboration

Assess communication skills and effectiveness

Review punctuality and attendance records

Analyze adaptability to change and new challenges

Discuss adherence to company values and culture

Provide constructive feedback on strengths and weaknesses

Discuss career progression and opportunities

Set expectations for the next review period

Address any employee concerns or questions

Document the review and obtain employee acknowledgment

Employee Performance Review Checklist