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HR & People

Performance Review

Run fair, structured reviews

infoAbout this template

Performance reviews are only useful when they are consistent. This template standardises the process: core competency ratings, achievements, areas to improve, and goals for the next period.

Employees can self-assess, managers add their perspective, and everything lands in one place with timestamps. Use it for quarterly reviews, probation check-ins, or annual appraisals — then export the history to CSV for your HR records.

starsFeatures

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    Core competency ratings
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    Self-assessment and manager sections
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    Achievements and improvement areas
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    Goal setting for the next period
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    CSV export for HR records

domainTypical use cases

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    Quarterly and annual reviews
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    Probation period check-ins
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    Promotion assessments
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    360-style feedback rounds

helpFrequently asked questions

Is this form template free?expand_more

Yes. Simbalize is in public beta, and every template — including this one — is completely free during the beta. No credit card required.

Can I edit the template before publishing?expand_more

Absolutely. The template is a starting point: change labels, add or remove fields, reorder sections, apply your own brand colours, and translate the form into other languages in the no-code builder.

How do I receive the responses?expand_more

Every submission lands in your Simbalize dashboard in real time with a timestamp. You can filter responses, assign them to team members, and export everything to CSV with one click.

How can I share the form?expand_more

Each form gets a shareable link, a QR code you can print or display, and an embeddable widget for your own website. You control who can see the form.

Are the responses confidential?expand_more

Form visibility and access are fully controlled by you. Keep the form private to your team, make it anonymous, or collect names — it is your call.

Ready to use the Performance Review template?

Create your free beta account and turn this template into a live form in under two minutes.