Human resources
Annual performance review template (US)
A general template under US law. Laws differ from state to state, so check it against your state's law or with a lawyer licensed there. We are not a law firm and do not give legal advice.
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Preview — US standard
Annual Performance Review
| Item | Details |
| --- | --- |
| Employee | Employee Name |
| Job title | Job Title |
| Department | Department |
| Reviewer | Reviewer Name and Title |
| Review period | Review Period Start to Review Period End |
| Review meeting date | Review Meeting Date |
Rating scale: 5 = exceptional, 4 = exceeds expectations, 3 = meets expectations, 2 = needs improvement, 1 = unsatisfactory.
Goals From Last Period
| Goal | Result | Rating |
| --- | --- | --- |
| First Goal | First Goal Result | First Goal Rating |
| Second Goal | Second Goal Result | Second Goal Rating |
| Third Goal | Third Goal Result | Third Goal Rating |
Core Competencies
| Competency | Comments | Rating |
| --- | --- | --- |
| Job knowledge and quality of work | Quality Comments | Quality Rating |
| Productivity and reliability | Productivity Comments | Productivity Rating |
| Communication and teamwork | Teamwork Comments | Teamwork Rating |
| Initiative and problem solving | Initiative Comments | Initiative Rating |
| Role-Specific Competency | Role-Specific Comments | Role-Specific Rating |
Overall rating: Overall Rating
Strengths
Key Strengths, with Examples
Areas for Development
Areas for Development, with Examples
Goals for Next Period
| Goal | Measure of Success | Target Date |
| --- | --- | --- |
| Next First Goal | Next First Measure | Next First Target Date |
| Next Second Goal | Next Second Measure | Next Second Target Date |
Training and support planned: Training and Support
Employee Comments
Employee Comments
This review is based on job-related performance only. It does not change the at-will nature of employment or promise any pay change, which is decided separately: Pay Change Decision or Not Part of This Review.
Signatures
The employee's signature confirms that the review was discussed, not that the employee agrees with it.
| Employee | Reviewer | Next-Level Manager |
| --- | --- | --- |
| Employee Signature | Reviewer Signature | Next-Level Manager Signature |
| Date: Employee Signing Date | Date: Reviewer Signing Date | Date: Manager Signing Date |