Switching from Spreadsheets to Performance Review Software is a MUST in 2025

Updated on:
September 14, 2025
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Your performance review spreadsheet has 47 tabs, three different versions floating around, and someone just accidentally deleted column K. Sound familiar?

You're not alone. According to statistics by Select Software Reviews, 58% of HR professionals still manage performance reviews in Excel or Google Sheets.

The fact remains the same. Performance reviews conducted through spreadsheets aren't just inefficient. They're actively undermining your performance management goals.

As companies grow, these basic tools show their limits, hindering scalability and efficiency. It's time to consider modern performance review software.

Why Using Spreadsheets for Performance Reviews is Actually Harmful

Spreadsheets are useful for simple tasks, but struggle with the dynamic, collaborative demands of employee performance reviews. They often lead to inconsistencies, errors, and challenges in managing performance reviews effectively. Below is a table outlining the key spreadsheet performance review problems:

Issue Details Impact
Lack of Standardization Managers interpret criteria differently, leading to uneven evaluations. Unfair comparisons across direct reports.
Error-Prone Manual review processes invite mistakes in employee data. Inaccurate reports affecting engagement.
Lack of Automation No automated notifications or follow-ups. Delays in review cycles and missed feedback opportunities.
No Integration Spreadsheets don’t connect with HR or goal-setting tools. Data silos reduce alignment with goals.
Poor User Experience Clunky interfaces frustrate managers and employees. Reduced focus on development and growth.

📚 Recommended Reading: How to Build a Performance Review Process from Scratch?

What You Gain by Switching from Excel Performance Reviews to Performance Review Software

Switching to performance review software transforms the performance review process by addressing spreadsheet limitations and introducing performance review automation. Evidence shows these tools enhance employee productivity and support continuous improvement. Below are the key performance review software benefits:

Benefit Details Outcome
Automation Automates scheduling, reminders, and data collection. Saves time and streamlines reviews.
Standardization Consistent templates ensure uniform criteria. Promotes fairness and objective feedback.
Scalability Adapts to growing teams and complex performance management tools. Supports organizational growth.
Data Insights Analytics reveal trends and top performers. Enables data-driven decisions.
Integration Connects with Microsoft Teams and HR tools. Reduces silos and improves workflow.

These advantages show how performance review software elevates the performance management process. Ongoing feedback is a powerful way to boost engagement, and adopting a continuous performance management approach can make reviews more dynamic and impactful.

Find the Right Performance Review Software for You

Selecting the right employee performance management software is crucial for performance review process improvement.

Key features to prioritize include:

  • Integration: Choose software that seamlessly integrates with your existing HR systems and communication channels..
  • Company Culture Compatibility: The software should align with your values, promoting engagement and collaboration.
  • Key Features: Look for software that can automate review cycles , support self-assessments, and offer robust analytics to monitor employee performance trends.

McKinsey predicts that in the very near future, generative AI will able to to automate work activities that absorb 60 to 70 percent of employees’ time. This puts AI features at the forefront of things you should be looking for in performance review software.

📚 Recommended Reading: We have a detailed guide on what you should look for in performance review solutions!

Why HR Teams Are Switching to Teamflect

When choosing their next performance review software, HR teams consistently choose Teamflect for one critical reason: It works where your team already works.

Designed for Microsoft Teams & Outlook

If your team lives in Microsoft Teams and Outlook, why should performance reviews live somewhere else? Teamflect operates natively within your Microsoft ecosystem. No new logins, no separate platforms, no adoption hurdles. Reviews, feedback, and goals appear right in Teams channels and Outlook calendars where managers already spend their day.

Plug-and-Play Implementation

Forget six-month implementations and IT project plans. Teamflect deploys in days, not months. No servers to configure, no complex integrations to build, no consultants required. Your IT team will thank you for choosing a solution that doesn't add to their backlog.

Customizable Templates & Workflows

Whether you run 30-60-90 day reviews for new hires, quarterly check-ins for sales teams, or annual 360s for leadership, Teamflect adapts to your process, not the other way around. Start with proven templates or upload your existing forms. The system digitizes your current approach while eliminating its manual pain points.

AI-Powered Review Insights

Teamflect's built in AI performance review assistant transforms how you understand performance data. Instead of spending hours analyzing review responses, AI instantly surfaces patterns, identifies trends, and generates actionable summaries. Spot training needs, recognize top performers, and identify flight risks, all automatically flagged for HR attention.

Real Results from Real Organizations

IRE transformed their entire performance management process with Teamflect.

Previously juggling Excel spreadsheets for annual reviews across their workforce, they now run continuous performance management that touches every aspect of their people operations.

"Transformational would be the best word to describe the impact Teamflect has had on our organization."

Andrew Stratton, General Manager at IRE.

The results speak for themselves:

  • 75% reduction in time spent managing review logistics.
  • A continuous feedback culture implemented organization-wide.
  • Visibility & accountability achieved on all key goals.

📚 Read Full Success Story: How IRE replaced cumbersome spreadsheets with an integrated review software.

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How to Switch from Spreadsheets to Review Software Smoothly

Transitioning from manual, spreadsheet-based performance reviews to dedicated performance review software requires thoughtful planning to ensure the process runs smoothly and brings meaningful improvements.

Here’s a step-by-step approach to minimize disruption and maximize adoption:

Step #1: Include Managers in the Discussion & Train Them

Managers are the primary users of your performance review system and their endorsement drives organizational adoption. Early engagement transforms potential skeptics into system champions who influence broader acceptance.

Implementation approach:

  • Conduct discovery sessions to document managers' current pain points with spreadsheet-based reviews
  • Demonstrate software capabilities using real scenarios from your organization
  • Deploy a pilot program with early adopters who can provide feedback and serve as peer advocates

Teamflect advantage: Native Microsoft Teams integration eliminates the learning curve typically associated with new platforms, as managers operate within their existing workflow.

Step #2: Import Existing Templates into Your New Tool

Maintaining continuity with familiar review formats reduces change resistance while introducing system benefits. This phased approach preserves institutional knowledge while enabling gradual enhancement.

Migration strategy:

  • Import current spreadsheet templates directly into the system for immediate familiarity
  • Utilize Teamflect's digitization service or adapt templates from their comprehensive library
  • Collect feedback after the first cycle to identify enhancement opportunities

Quick Tip: Resist the temptation to completely redesign templates initially. Teamflect as a performance review software has plenty an existing library of performance review templates that can instantly be applied to your organization in every possible situation.

Explore Teamflect's Performance Review Template Gallery

Step #3: Set Up Custom Automation and Workflows

Now that you're using performance review software, it is time to take advantage of one of its perks. Automating performance appraisals at intervals of your choice is one of the best use-cases for performance review solutions.

When setting up your automations, start by mapping your current review ecosystem: Who reviews whom, when reviews occur, and how approvals flow through your organization.

Map these relationships carefully, as they'll form the backbone of your automated system. Then establish your not only your review but also your reminder cadence, typically setting notifications at 7, 3, and 1 day before deadlines to make sure reviews are carried out.

Essential workflow elements to configure:

  • Review cycles: Quarterly, biannual, or annual cadences
  • Participant relationships: Manager, peer, and skip-level reviews
  • Approval chains: How reviews move through organizational hierarchy
  • Visibility settings: Who sees what information and when
  • Rating scales: Aligned with your performance rating scales and culture

Step #4: Launch Your First Review Cycle & Evaluate Results

During launch, communicate clearly about what's changing, what's staying the same, and where people can get help.

Monitor the review cycle closely. Don't just focus on review completion rates, but the quality of feedback being delivered and the time managers spend in the system.

Metrics to track during your first cycle:

  • Participation rate: Percentage completing reviews on time
  • Time to completion: How long the full cycle takes versus spreadsheets
  • Feedback quality: Depth and usefulness of comments provided
  • User satisfaction: Post-cycle survey results from managers and employees
  • Support tickets: Common questions or technical issues

Here is a detailed article on just how you can evaluate the success of performance review processes: Key Metrics to Measure Review Effectiveness

Ready to make the switch from Excel spreadsheets to performance review software?

Have a quick meeting with an expert to discuss your performance review needs:

Final Thoughts

Abandoning spreadsheet-based appraisals for purpose-built performance software removes operational drag and sparks authentic employee progress. Errors hiding in cells, formulas misfiring, feedback stagnating—these frustrations evaporate once Teamflect steps in, merging automation and commentary so HR groups accelerate check-ins, sculpt improvement plans, and lock targets to company culture without spreadsheet gymnastics.

Integrated directly inside Microsoft Teams, the system layers AI analytics atop customizable workflows, transforming isolated review cycles into an always-visible pulse of achievement. Top performers rise, trends surface early, and the organization accelerates.

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