MAKE THE DOCUMENT WORK FOR YOUR SITUATION
About this employee performance review
Evaluate performance with role-specific goals, evidence, ratings, strengths, development actions, and employee comments. This editable template brings the key details into one document: employment details. Complete it online, compare the live preview with your records, and download a blank or completed PDF or editable Word document.
What the template includes
The online builder and downloaded documents use the same fields. A selected state can add relevant research prompts. Complete only applicable items; add explanations for exceptions rather than assuming a blank entry resolves them.
Document details4 inputs +
Set the date, jurisdiction, and your internal reference.
- Document date *
- US state *
- County
- Document reference
Work location & legal coverage5 inputs +
Record the actual facts, reviewed rule, and supporting references. No answer here certifies a waiver, exemption, restriction, or deadline as valid.
- States where work is actually performed
- Local workforce rules and official references
- Employer size and coverage facts reviewed
- Applicable collective agreement or representation
- Reviewed rule and dated source reference
Protected leave & accommodation review8 inputs +
Record the actual facts, reviewed rule, and supporting references. No answer here certifies a waiver, exemption, restriction, or deadline as valid.
- Potential protected leave category and coverage reviewed
- Eligibility facts and reviewed decision basis
- Absences excluded from attendance scoring or discipline
- Requested adjustment and discussion record without diagnosis
- Essential functions and work restrictions reviewed
- Required separate notices and delivery references
- Private supporting record reference without medical details
- Leave or accommodation decision contact
Employment details13 inputs +
Use accurate facts and apply your organization’s policies consistently.
- Employee name *
- Job title *
- Reviewer name *
- Review period *
- Previous goals and outcomes *
- Overall rating
- Competencies, ratings, and evidence *
- Strengths and contributions
- Development areas
- Next-period goals and success measures *
- Training / resources required
- Employee comments
- Follow-up date
Additional details & signing7 inputs +
Add attachments, exceptions, and the names of authorized signers.
- Attachments / supporting records
- Exceptions / additional terms
- First signer printed name
- First signer title
- Second signer printed name
- Second signer title
- Signing date
How to complete it
1. Document details
Set the date, jurisdiction, and your internal reference. Review document date, us state, county, document reference against your source records.
2. Work location & legal coverage
Record the actual facts, reviewed rule, and supporting references. No answer here certifies a waiver, exemption, restriction, or deadline as valid. Review states where work is actually performed, local workforce rules and official references, employer size and coverage facts reviewed, applicable collective agreement or representation and the remaining details against your source records.
3. Protected leave & accommodation review
Record the actual facts, reviewed rule, and supporting references. No answer here certifies a waiver, exemption, restriction, or deadline as valid. Review potential protected leave category and coverage reviewed, eligibility facts and reviewed decision basis, absences excluded from attendance scoring or discipline, requested adjustment and discussion record without diagnosis and the remaining details against your source records.
4. Employment details
Use accurate facts and apply your organization’s policies consistently. Review employee name, job title, reviewer name, review period and the remaining details against your source records.
5. Additional details & signing
Add attachments, exceptions, and the names of authorized signers. Review attachments / supporting records, exceptions / additional terms, first signer printed name, first signer title and the remaining details against your source records.
Practical tips
- Be specific. A clear description is easier to verify than a broad label.
- Download Word if you need to add an attachment or adjust the layout.
- Keep the completed document and supporting records together.
Before signing or submitting
Employment, wage, leave, privacy, and separation requirements depend on location and circumstances. Verify the applicable rules and avoid including unnecessary medical or sensitive information.