Employee Performance Review
QUICK LOOK — A single-sheet performance review that keeps the conversation fair: ten criteria rated one to five, written room for strengths and goals, and signature lines for both sides, reached for by any manager sitting down for an appraisal with a team member.
What's inside
- Ten criteria, running from quality of work through to overall performance
- A five-point rating scale with one box per row, so scoring stays quick and consistent
- Write-in sections for strengths, areas to improve, and goals
- Signature and date lines for both the employee and the reviewer
- Two versions on every sheet: full color, and a black-and-white ink saver
What you get
- Two print sizes: US Letter (8.5 x 11") and A4 (8.27 x 11.69")
- An editable Word (.docx) version you can type into, plus a clean print-ready layout
- Instant download — the files are yours the moment you check out
Who it's for
- Managers running a scheduled appraisal or check-in with a direct report
- Small teams and HR who want everyone rated against the same ten criteria
- Anyone who needs to swap the criteria to fit their own role or team, using the Word file
How to use it
- Download and unzip your files.
- Open the Word version to rename or swap criteria for your team, or print the layout as-is.
- Print on US Letter or A4 in full color or the ink-saver black-and-white.
- Fill in the ratings, notes, and signatures, then reprint for the next review.
Everything you need, already built
Everything you need is already built in.
Auto-calculating
Enter your numbers once — totals, leftovers and category spend update instantly.
Visual dashboard
Clean charts show where your money goes at a glance, not in a wall of numbers.
Real pay cycles
Built around weekly, bi-weekly or monthly — whatever matches how you get paid.
Goal tracking
Set savings goals and watch progress bars fill as you go.
Works anywhere
Use it on desktop or the Sheets / Excel mobile app — your plan travels with you.
Step-by-step guide
A built-in guide tab walks you through setup in under 2 minutes.
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