# Performance review workflow template

> Self-assessment, manager evaluation and a feedback meeting that ends with a development plan.

Category: People. 5 steps, 19 form fields.

## Steps

### 1. Self-assessment

Owner: Whoever starts the request.

Look back at the period and be honest with yourself.

Fields:

- Period (choice, required)
- Main achievements (long text, required)
- Difficulties (long text)
- Your score for the period (1 to 5) (number, required)
- What do you want to develop? (long text)

### 2. Manager evaluation

Owner: A person or team you choose.

Score each item from 1 to 5.

Due in 7 days (business time).

Fields:

- Quality of work (number, required)
- Deadlines and commitment (number, required)
- Teamwork (number, required)
- Initiative and autonomy (number, required)
- Average score (calculated)
- Strengths (long text, required)
- Points to improve (long text, required)

### 3. Feedback meeting

Owner: A person or team you choose.

Manager and employee talk and agree on a development plan.

Due in 7 days (business time).

Fields:

- Meeting date (date, required)
- Development plan (table, required): Action, Support needed, Deadline
- Summary of the conversation (long text)

### 4. Employee acknowledgment

Owner: The requester.

The employee confirms the feedback and may add comments.

Due in 3 days (business time).

Fields:

- Feedback (checkbox, required)
- Comments (long text)

### 5. HR follow-up

Owner: A person or team you choose.

Average scores below 3 get a closer follow-up from HR.

Due in 15 days (business time).

Fields:

- Follow-up plan (long text, required)
- Next review (date, required)

Use this template: https://easy.wf/register
Page: https://easy.wf/templates/performance-review