180-Day Review with Self-Review Template

This 180-day performance review template is designed for mid-year check-ins with new hires or employees transitioning into new roles. By this stage, employees should have settled into their responsibilities, started contributing meaningfully, and begun working toward long-term growth.

With self-reflection from the employee and structured feedback from the manager, this review provides a holistic view of progress, culture fit, goal achievement, and development needs, all within Microsoft Teams via Teamflect.

Use this template in Teamflect now

What does the 180-Day Review with Self-Review template include?

Goal Review Section

Evaluate progress on individual goals set during onboarding, with built-in tracking and reflections from both employee and manager.

Job Performance Assessment

Dive into role-specific questions about contributions, challenges faced, and overall confidence in responsibilities.

Self-Evaluation & Manager Rating

Employees rate their own performance and set career goals, while managers provide complementary ratings and input.

Goal-Oriented Progress Questions

Discuss which goals were met, which weren’t, and how the employee is progressing toward longer-term milestones.

Company Culture Assessment

Reflect on how well the employee aligns with company values, supports others, and contributes to a positive culture.

Radar Chart Summary

Visual scoring across Goal Progress, Cultural Fit, Communication, and Quality of Work helps visualize performance at a glance.

Development Plan Setup

Build actionable next steps tailored to the second half of the year, including growth areas and upskilling initiatives.

Final Review Sign-Off

Confirm alignment between employee and manager through digital signatures—stored automatically in Teamflect.

How to use the 180-day review template in Microsoft Teams & Outlook

This review can be used as part of structured onboarding, internal transfers, or long-term performance cycles:

1. Customize for role-specific development

Adjust questions and rating scales to focus on individual, team, or department-level performance objectives.

2. Assign reviews manually or through automation

Send the template to employees and their managers automatically at the 6-month mark—or trigger it manually when needed.

3. Collaborate inside Microsoft Teams or Outlook

Both parties can fill out the review natively in Teamflect, with no need for external files, forms, or tools.

4. Track review status and follow-ups

View completion rates, send reminders, and schedule development discussions—all without leaving the Teamflect dashboard.

5. Analyze insights and identify trends

Use AI for insights or Power BI dashboards to identify patterns in engagement, performance, or development bottlenecks.

Who should use this template?

This template is ideal for organizations that want to evaluate employees’ long-term potential and deeper integration into the team after the initial onboarding period has passed.

Perfect for:

  • Managers checking in on long-term hires or promotions
  • HR teams measuring onboarding success at 6 months
  • Organizations supporting structured employee development
  • Remote and hybrid teams requiring continuous feedback
  • Companies focused on aligning employees with cultural values and future goals

Suggested Reading

Mid‑year review guide and template to structure your 180‑review

Tips on preparing for performance reviews at any point in the year

Use this template in Teamflect now

Frequently Asked Questions

Here are some of the most frequently asked and heavily researched questions about review templates.

What is the purpose of 180 day review with self-review template?

How often/when should I conduct 180 day review with self-review?

How does 180 Day Review with self review contribute to the company?

What topics/areas does the 180 Day Review with self review template focus on?

Suggested Templates