Team Member Performance Audit Checklist
Use this checklist to review a team member’s performance across key work areas and record ratings, observations, and recommendations.
Member and Audit Details
Team Member Name
*
First Name
Last Name
Employee ID
Department / Team
Please Select
Sales
Marketing
Engineering
Operations
Human Resources
Finance
Customer Support
Other
Job Title / Role
Auditor / Reviewer Name
*
First Name
Last Name
Audit Period / Review Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Performance Evaluation
Punctuality / Attendance
*
Needs Improvement
1
2
3
4
Excellent
5
1 is Needs Improvement, 5 is Excellent
Quality of Work
*
Needs Improvement
1
2
3
4
Excellent
5
1 is Needs Improvement, 5 is Excellent
Productivity / Goal Attainment
*
Needs Improvement
1
2
3
4
Excellent
5
1 is Needs Improvement, 5 is Excellent
Communication
*
Needs Improvement
1
2
3
4
Excellent
5
1 is Needs Improvement, 5 is Excellent
Teamwork / Collaboration
*
Needs Improvement
1
2
3
4
Excellent
5
1 is Needs Improvement, 5 is Excellent
Initiative / Problem-Solving
*
Needs Improvement
1
2
3
4
Excellent
5
1 is Needs Improvement, 5 is Excellent
Compliance with Company Procedures
*
Needs Improvement
1
2
3
4
Excellent
5
1 is Needs Improvement, 5 is Excellent
Overall Performance Rating
*
Unsatisfactory
Needs Improvement
Meets Expectations
Exceeds Expectations
Outstanding
Audit Summary
Strengths observed
Areas for improvement
Final comments and recommendations
Follow-up actions or development plan notes
Submit Audit
Should be Empty: