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HR & People Ops

Performance Review
System

Annual review ratings, goal achievement, merit increase recommendations, and status tracking across your entire team. Run a consistent, documented review cycle that stands up to scrutiny.

Goal AchievementRating ScalesMerit RecommendationsReview Cycle4 Sheets
PERFORMANCE_REVIEW_SYSTEM.xlsx
Employee List
Review Input
Rating Summary
Merit Recommendations
CategoryItemStatusValueNotes
Performance Review System — Sample Data
Section AItem 1Complete100%Verified
Section AItem 2In Progress67%Due next week
Section BItem 3Action Required0%Overdue
Section BItem 4Complete100%On track
SUMMARY67%2 actions needed
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★★★★★4.9 / 5.0
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By the numbers

Performance Review System

Consistent
Rating Scale
Goal
Achievement
Merit
Recommendations
Review
Cycle
Contents

All 4 sheets,
explained.

Sheet 01
Employee List
All employees with manager, department, review date, and current status
Sheet 02
Review Input
Rating inputs by competency with goal achievement scores and overall rating
Sheet 03
Rating Summary
Team-wide rating distribution — useful for calibration and identifying outliers
Sheet 04
Merit Recommendations
Recommended increases by employee with budget impact and approval status
Reviews

Professionals who use it daily.

★★★★★
"
Our review process was inconsistent — managers used different scales. This standardized everything. Now every employee gets the same quality of review.
J
Jennifer B.
HR Manager · 50-Person Company
★★★★★
"
The merit recommendation sheet showed me we were about to give our highest increase to someone rated average. Caught it before it caused a retention problem.
D
Dave R.
Director of Operations
FAQ

Common questions.

Can I customize the rating scales?+
Yes. The rating labels and descriptions are in a Settings sheet. Change them to match your company existing performance language.
Is this suitable for 360 reviews?+
The current version handles manager-to-employee reviews. A full 360 version is on the roadmap.
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Performance Review System.

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