Excel performance review spreadsheets remain a go-to for many organizations running review cycles. To help you out, we've compiled 10 free options you can download and start using today.
That said, the simpler your review process, the better. Research shows that roughly 70% of employees say their sense of purpose is largely defined by their work, so a confusing, spreadsheet‑driven review process can directly affect how meaningful their job feels.
Furthermore, Gallup studies show that effective performance management can boost productivity up to 24%. With that in mind, let's dive into the templates.
[fs-toc-omit] Best Way To Use Performance Review Sheets
We are normally never this straightforward when it comes to picking sides on which practice is best but the fact that we still see people leaders wrestling with spreadsheets on spreadsheets of Excel evaluations breaks our hearts.
So we made sure you can try our customizable templates inside Microsoft Teams for absolutely free! Our solution, Teamflect keeps the entire performance review process inside Microsoft Teams.
Fredelyn Lape
Head of Quality and People, IRE
"Teamflect streamlined every manual process that before, used to be done in Excel."
Perfect for new hires and we firmly believe the first 30 days are a great indicator of long-term performance
A must-do review that shouldn't be skipped for any new employee joining the team
[fs-toc-omit] Pick Your Poison! We’ll Digitize It!
While we encourage you to scroll down and find out more about how you can use performance review software to conduct your evaluations much more easily, if you have gone through the sheets above and decided to use one of them, we are still here to help!
Once you’ve picked your template out of the ten options we’ve provided above, feel free to reach us! We can help you digitize your review processes and truly take your game, to the next level!
Whatever format it is that you are using, feel free to reach us right here: [email protected]
We’ll help you digitize that appraisal process and give you the means to get better results!
[fs-toc-omit] Pros & Cons of Using Performance Review Software
When it comes to reviews, using specialized performance review software has a number of advantages over using more traditional tools. By using a dedicated software, companies are able to automate processes, streamline employee feedback, and increase accuracy.
[fs-toc-omit] Using Excel vs Software for Performance Reviews
The first advantage of using an employee performance review solution is automated processes. Most of the solutions allow companies to create custom review library that they can use over and over again. This helps to automate the process of collecting employee feedback and ensures that everyone is following the same guidelines.
[fs-toc-omit] 2. Streamlined Process
The second advantage is streamlined employee feedback. Because it's designed specifically for this purpose, employees can give feedback in a far more organized and structured way, making it easier for managers to review and act on.
Most solutions also come equipped with comment fields, rating scales, and feedback forms to keep the entire feedback process clean and efficient.
[fs-toc-omit] 3. Increased Accuracy
The third advantage is increased accuracy and it's a big one. Real-time performance tracking means reviews are always based on actual, up-to-date data rather than vague recollections of the past year.
On top of that, built-in data analysis tools give managers and HR professionals the ability to identify trends and make far more informed decisions.
[fs-toc-omit] 4. Overall Benefits
The fourth advantage — and perhaps the most straightforward one — is that it simply makes the entire process easier. From keeping feedback accurate and organized to ensuring consistency across the board, the right performance review software ties everything together.
And when performance management has high utility, organizations can see a 24% increase in employee performance. That alone makes the case for moving beyond manual, spreadsheet-based reviews
📚 Recommended Reading: How to Prepare for Performance Reviews: For Managers & Employees
[fs-toc-omit] What To Look For In Performance Review Software?
Performance review software is an invaluable resource for businesses of all sizes, helping ensure employees are properly evaluated in an objective and consistent manner. Here are some feautres to look for:
360-Degree Feedback: An important component of any review process, allowing managers and colleagues to provide constructive feedback from multiple perspectives, identify areas for improvement, and create action plans for development
Library of Performance Review Templates: Pre-built yet customizable formats that allow managers to quickly and easily tailor review forms to their specific needs
Integration: The ability to connect with existing HR software and applicant tracking systems so performance data can be tracked across multiple systems with ease. Teamflect's complete integration into Microsoft Teams is a great example of this in action.
"We went through a full performance cycle with Teamflect. It was phenomenal!"
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