PDF performance review templates are the industry standard when it comes to performance review practices. Alongside word performance review templates and excel performance review templates, they are one of the most heavily preferred methods for conducting performance reviews.
We wanted to provide our readers with 5 of the best free pdf performance review templates out there. We looked far and wide for some of the most well-designed free performance review templates out there. The results didn’t disappoint.
That being said, we have to tell you that we are not huge fans of using pdf, word, or excel performance review templates.
We believe that there is a much better way to go about when conducting employee performance reviews. So make sure you scroll down to find out how you can take your performance appraisal practices to the next level!
Table of Contents
5 Great PDF Performance Review Templates
If you’ve read our article on performance review frequencies, you will know that we recommend that you conduct performance reviews AT LEAST twice a year. This template is great for being used at the end of the year. Since an annual performance review has a lot to cover, the use of open-ended questions with examples is very smart.
Switching from a pdf performance review template full of open-ended performance review questions to one with a simple checklist. The four judging criteria here are pretty universally accepted and the characteristics listed on the left side cover a lot of ground. The wide-open goals section below give users a lot of freedom.
Another very simple design, this PDF performance review template mixes checklists with open-ended questions. The overall rating section is a nice touch that presents a nice complete view at the very end, wrapping things up nicely.
Simple doesn’t mean inferior. If you’re conducting performance reviews often than you might want to use something that can be filled out and examined quickly. If that is the case, this PDF performance review template could work wonders for you. We are especially fond of the “Opportunities for Development” section!
We’ve said this before but we have a lot of respect for performance review templates designed with newcomers in mind. The section on the far right side of this template with “New/ Not Applicable” show a very caring approach to performance reviews.
The problems with using pdf performance review templates
Let’s face it, using PDF templates for performance reviews is about as exciting as watching paint dry. It’s tedious, time-consuming, and quite frankly, a total snooze-fest. But beyond just being boring, there are some serious drawbacks to using PDF performance review templates for performance reviews.
Measuring and tracking progress
An issue with using pdf templates for performance reviews is the difficulty in tracking and monitoring employee progress. It is often hard to get a clear picture of how an employee is performing over time, and it’s challenging to track progress and identify trends. This can make it hard for managers to make data-driven decisions and address performance issues in a timely manner. A performance review process that takes into account the actual process of human performance is what you should go with.
Difficulty in tracking and analyzing data
And let’s not even get started on trying to track and analyze all that data. That’s like trying to find a needle in a haystack, except the needle is made of numbers and the haystack is made of more numbers. With PDF performance review templates, you’re stuck with the same generic layout, and trying to make sense of all that data is like trying to understand a foreign language. It’s nearly impossible to draw meaningful insights and make data-driven decisions.
Limited flexibility and customization options
PDF performance review templates are even less flexible then excel performance review templates. Even if you find an original and insightful template like the ones we’ve provided you with above, there is no guarantee that it will fit your exact same needs. In fact, it is downright impossible for someone designing a PDF performance review template to identify your exact same needs and meet them. A performance review template should be customizable!
There are much better options out there. Change can be scary, but sometimes a little change is just what we need to shake things up. In this case, performance review software is the perfect solution to all of these problems. Trust me, it’ll be like a breath of fresh air.
The benefits of using performance review software
Switching from pdf performance review templates to using performance review software is akin to switching from a flip phone that you are very used to using, to a high-end smartphone. We know that you’re used to your flip phone. Emily, one of the Teamflect blog writers, still holds on to her Razr dearly.
That being said making the switch from pdf performance review templates to actual performance review software will make your life much easier. Here is why!
Automated Performance Review Cycles
Performance review software such as Teamflect automates the review process, making it more efficient and accurate. The software automates data collection, entry, and analysis, which eliminates manual errors, and saves managers time and effort. Review cycles can also be scheduled at intervals of your choice and reminders set so that the process is completed on time and in a consistent manner, which can help to identify areas of improvement and opportunities for growth. Unlike PDF performance review templates, you can actually integrate your performance review process into your communication software, be it Zoom or Microsoft Teams, speeding things up immensely.
If you do have questions about the frequency of performance reviews, we strongly recommend you read our article on Performance Review Frequency.
Performance Review Templates
Performance review software allows managers to create and customize performance review templates according to the specific needs of their organization. This means they can tailor the questions and layout to suit their particular goals and objectives. This allows managers to gain more accurate, relevant, and actionable insights into employee performance.
It also helps to ensure that the process is aligned with the company’s overall strategy, values and culture. Customization features also allow managers to include different factors like behavioral competencies, goal-setting, multiple reivewers, and 360-degree feedback.
Teamflect’s extensive performance review template gallery is a great example of having a wide array of options that you can use right off the shelf or customize to your liking.
Helpful Reports and Insights
Whether you are using word performance review templates, or pdf performance review templates, you surely don’t have access to automated reports analyzing them! The reports and insights provided by performance review software let managers identify trends, patterns, and areas for improvement in employee performance over time. Reports and HR analytics can be generated on an individual and team level, which helps managers to identify strengths and weaknesses. This information can be used to make data-driven decisions, such as identifying opportunities for training and development or recognizing high-performing employees.
Teamflect, for example, makes use of Power BI reports that provide their users with unparalleled data an insight into their operation.