Employee Performance Review Excel Template

Managing employee performance is one of the most important responsibilities for any business owner, manager, or HR professional. A performance review (also called an employee evaluation or appraisal) is a structured process used to assess an employee’s strengths, weaknesses, productivity, and overall contribution to the company. When done correctly, performance reviews not only highlight areas for improvement but also motivate employees, align them with company goals, and support long-term growth.

Our Employee Performance Review Excel Template provides a simple yet powerful way to organize and conduct evaluations. Instead of creating forms and spreadsheets from scratch, you can use this ready-made tool to save time, maintain consistency, and ensure fairness in every review.

Why Use This Template?

Traditional performance reviews can be disorganized and inconsistent. Different managers may use different criteria, making it difficult to compare results or track employee progress over time.

With this Excel-based Performance Review Template, you get:

• A standardized system for evaluating employees.
• Clear rating scales and customizable criteria.
• Automatic summaries and dashboards that provide instant insights.
• A printable review form for one-on-one feedback sessions.
• Compatibility with Excel

This ensures that every review is professional, transparent, and data-driven.

How the Employee Performance Review Template Works?

The template is structured into five key sections:

Menu & Settings

Define your review cycle (annual, quarterly, or custom), choose your rating scale, set up departments and job titles, and adjust criteria. Navigation links allow quick access to each review period.

Once you set your Start Date and Evaluation Frequency, the consecutive review periods will appear automatically. The links will navigate you to the relevant review form.

Employee List

Store employee information and track their review history.

Once you list your employees here, all the review sheets will reflect your list.

You can also track the average for each employee for each review period. So, this will give you a quick summary of each employee’s performance trend.

Review Sheets

Enter ratings for each employee based on the selected performance criteria.

Easily rate each of your employees for each criteria.

Employee Appraisal Dashboard

Visualize employee performance with summaries and filters for deeper analysis.

You’ll be able to see performance trend for the entire team or filter them by department, job title or employee.

Additionally, you can make a comparison between two different periods to see how the performance change for each criteria.

Performance Review Form

Generate a ready-to-print evaluation form that includes ratings and comments for individual employees.

Also, this printable form is a ready-one and fed by the ratings from the review sheets. Just select the Employee and Review period from the filters on the right-hand side, and your printable form is ready.

Feel free to add manual comments before printing.

Key Features

• Fully editable Excel template (customize criteria, scales, job roles, etc.)
• Tracks employee performance across multiple review periods
• Built-in dashboard for quick performance analysis
• Printable forms for professional HR documentation
• Saves time and improves accuracy in evaluations
• Perfect for small businesses, startups, and HR departments

Who Is It For?

This template is ideal for:

• Managers conducting regular performance check-ins.
• HR professionals looking to streamline the review process.
• Small business owners who need a reliable and professional way to evaluate their team.
• Startups that want to build structured HR processes from the beginning.

Instant Download Employee Evaluation Template

This is a digital product. Once purchased, you’ll receive an instant download link. Open the file in Excel, customize it to fit your needs, and start conducting employee performance reviews immediately.

Bring consistency, clarity, and professionalism to your HR process with the Employee Performance Review Excel Template.