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HR & employmentGeneral (US)Original PDFBetter template

Employee Performance Review

For managers running annual, mid-year or end-of-probation reviews. It separates the employee's self-assessment from the manager's ratings and ends with specific goals for the next period.

Fields
31
Pages
3
Paper
Letter
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Reviewed

Before you start

What you need to fill it in

  • Employee name, role and review period
  • Goals set for the period and evidence of results
  • Examples of strengths and areas to improve
  • The employee's self-assessment, collected beforehand
  • Goals and training for the next period

What's inside

31 fields, ready to fill

  • 17Typed answersnames, addresses, descriptions
  • 4Dateschecked as real dates
  • 8Choicescheckboxes, options, dropdowns
  • 2Signaturessignature and initials

13 required — the editor counts down how many are left while you fill.

Instructions

How to fill out the Employee Performance Review

  1. 1

    Set up the review

    Enter employee, role, reviewer and the period covered.

  2. 2

    Collect the self-assessment

    Send the form to the employee first to complete the self-assessment section.

  3. 3

    Rate each competency

    Choose a rating from 1 to 5 and add a brief example for each. Specific examples are more useful than adjectives.

  4. 4

    Review goals and set new ones

    Record results against last period's goals and write measurable goals for the next period.

  5. 5

    Meet and sign

    Discuss the review together. Both sign; the employee's signature confirms receipt, not agreement.

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What filling it looks like

The PDFBetter editor in Edit & fill mode: an invoice template with the bill-to details and line items typed in, and each amount calculated from quantity and unit price
  1. Edit & fill, Invite to sign and Create form are three modes of the same editor
  2. Amounts are formula fields: they calculate as you type
  3. The field navigator counts what's left and jumps to the next field

Shown with our invoice template. Sample content; names are fictional.

Written for: General (US)

This template is a general starting point, not legal advice. Employment laws differ by state and country; have a qualified professional or HR advisor review it for your situation.

Written by PDFBetter and last reviewed October 15, 2026. Spotted a problem? Tell us.

Employee Performance Review: questions people ask

Does the employee's signature mean they agree?

No. This form states that signing confirms the employee received and discussed the review. Employees can add comments in their own section.

Can performance reviews be used in termination decisions?

Yes, and consistent, honest reviews help show decisions were based on performance. Inflated reviews can undermine a later termination.

Can employees see their review file?

Some states give employees the right to inspect or copy their personnel files, which usually include reviews.

Can I run reviews online?

Yes. Send the form for completion and signatures through Request signatures so each person fills their own section.

Ready when you are

Fill the Employee Performance Review now — no account to start.

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