Performance Review Templates
About Performance Review Templates
Performance review templates are pre-designed documents used by managers and HR teams to evaluate employee performance, track goals, provide feedback, and standardize appraisal processes in a clear and consistent format. Whether you’re evaluating employees, teachers, students, or classes, an effective performance review needs to not only identify strengths and weaknesses but also inspire continuous improvement and ultimately ensure your organization’s overall success. With Jotform’s Performance Review Sign Templates, you can conduct effective performance reviews that meet your specific needs without having to design a questionnaire from scratch.
Use Jotform’s PDF Editor to change the provided rating scales and rewrite the text to ask more specific questions and get more detailed feedback. All submitted performance evaluations will automatically be saved as PDFs that can easily be downloaded, shared electronically, and printed for future reference.
Use Cases of Performance Review Templates
Performance Review Templates can be adapted for a variety of scenarios, each addressing specific challenges and requirements within the performance evaluation process. Here’s how these templates can be used, who might use them, and how their content may differ:
1. Possible Use Cases:
- Annual Employee Appraisals: Standardized reviews conducted at the end of each year to assess overall performance and set goals for the next period.
- Probationary Reviews: Evaluations for new hires at the end of their probation period to determine suitability for permanent employment.
- 360-Degree Feedback: Collecting feedback from peers, subordinates, and supervisors for a comprehensive view of performance.
- Self-Assessments: Employees evaluate their own performance, fostering self-reflection and engagement.
- Project-Based Reviews: Assessing performance related to specific projects or assignments.
2. Problem Solving Points:
- Ensures consistency and fairness in evaluations.
- Reduces administrative burden with automated data collection and storage.
- Facilitates clear communication of expectations and feedback.
- Supports data-driven decision-making for promotions, raises, or training needs.
3. Possible Owners and Users:
- HR managers and departments.
- Team leaders and supervisors.
- Employees (for self-assessments).
- Project managers.
- Executives seeking organization-wide performance insights.
In summary, Performance Review Templates offer flexible solutions for diverse evaluation needs, ensuring that every review process is tailored, efficient, and actionable.
Frequently Asked Questions
1. What are Performance Review Templates?
Performance Review Templates are structured PDF documents used to evaluate employee productivity, competencies, achievements, and development needs. They help HR teams standardize evaluations and streamline review cycles.
2. How can I customize a performance review template with Jotform PDF Editor?
Jotform PDF Editor allows you to modify sections, add rating scales, include manager comments, and insert visual elements like charts. You can tailor the template to match your organization's review framework and branding.
3. Can managers and employees complete and sign reviews digitally with Jotform Sign?
Yes. You can send performance review documents through Jotform Sign to gather secure digital signatures from both employees and supervisors, supporting a smooth review process without paperwork.
4. How do these templates improve HR documentation workflows?
The templates help centralize evaluations, reduce manual editing, and standardize performance data. This supports better tracking, team analysis, and transparent performance conversations.
5. Can AI assist with performance review preparation and analysis?
AI can help summarize evaluation notes, identify recurring themes, suggest development opportunities, and support data-driven decision-making across departments.
6. Can I include custom performance metrics in the template?
Yes. You can add role-specific KPIs, skills assessments, goal-tracking fields, and 360-degree feedback sections directly using Jotform PDF Editor.
7. How does Jotform Sign support multi-step performance review cycles?
Jotform Sign allows you to set up sequential signing so employees, supervisors, and HR leaders can complete their parts in the correct order, ensuring clarity and accountability.
8. Are these templates suitable for both annual and continuous reviews?
Absolutely. You can adapt the templates for annual appraisals, quarterly check-ins, probation reviews, or project-based evaluations.
9. Can employees add supporting documents or achievements to the review?
Yes. You can enable file uploads so employees can attach work samples, certifications, or goal progress documentation directly through the form.
These templates are suggested forms only. If you're using a form as a contract, or to gather personal (or personal health) info, or for some other purpose with legal implications, we recommend that you do your homework to ensure you are complying with applicable laws and that you consult an attorney before relying on any particular form.























