Performance self-review form for employees
A review conversation is better when the employee has thought first. This form asks for the review period, the main achievements, the challenges, how satisfied they are in their role, their goals for the next period and what support would help (training, mentoring, tools, clearer priorities or more feedback).
Who it is for
- Managers and HR in small and mid-sized teams
- Founders who want a simple review process
- Teams that review performance every quarter or year
When to use it
Send it a week before the review meeting. Comparing the employee's own account with the manager's view makes the conversation more balanced, and the support question turns the discussion toward what you can do.
What the form asks
Questions
- Your name · requiredShort text
- Review period · requiredShort text
- Main achievements · requiredLong text
- ChallengesLong text
- How satisfied are you in your role? · requiredScale
- Goals for next period · requiredLong text
- Support you needCheckboxes
Every question can be changed, removed or reordered before you publish.
The PDF your respondents receive
Each self-review is saved as a PDF that the manager can read before the meeting and keep in the employee's file. Treat it as confidential and limit who has access.
Questions people ask
- Does it rate performance?
- No. It captures the employee's own view. The manager's assessment is separate.
- Can I reuse it every period?
- Yes. Publish one link and send it each time. Each response carries its date and the period named by the employee.
- Is this suitable for formal appraisals?
- It is a light tool. If your organisation has a formal appraisal process, use it as a preparation step.
Start from this template
Create an account, adapt the questions and the document to your business, then share the link. Your respondents get their PDF the moment they finish.