This 60-day review template by Teamflect is designed for organizations looking to go beyond initial onboarding. It provides a structured check-in to assess how employees are settling into their roles, what they’ve contributed, and how their development is progressing after two months.
Ideal for new hires or internal transfers, this template ensures managers and employees stay aligned on expectations, team fit, and future plans—without switching tools.
Contribution Reflection
Employees document their key achievements during the first 60 days, reinforcing accountability and highlighting their impact.
Readiness & Role Confidence
Capture how well the employee feels prepared for their responsibilities moving forward—and how their confidence has grown since onboarding.
Challenge Tracking
Uncover any obstacles or support gaps that may be affecting the employee’s performance or morale.
Team Fit & Support Feedback
Ask employees how well they’ve integrated into the team and whether additional support from their manager is needed.
Cultural Fit Evaluation
Managers provide a 1–10 rating on how well the employee embodies your organization’s values and norms.
Review Summary & Radar Chart
A visual snapshot shows how the employee is performing across communication, cultural fit, onboarding speed, and quality of work.
60-Day Development Plan
Define growth goals for the next month or quarter—whether it’s expanding scope, improving productivity, or deepening collaboration.
Digital Sign-Off
The final section allows both employee and manager to document the review, confirming shared understanding and progress.
Make the most of the 60-day milestone with this fully integrated review workflow:
1. Customize the questions for your role or team
Adjust questions and scoring areas to reflect the success metrics you expect at the 60-day mark.
2. Schedule delivery after the first two months
Send the review automatically after 60 days of employment, or trigger it manually for internal transfers.
3. Collaborate directly in Microsoft Teams or Outlook
Both reviewers and reviewees complete the process within Teamflect—no exporting, no email chains, no delays.
4. Track submissions and follow through
Teamflect helps you monitor completion and schedule follow-up meetings based on review outcomes.
5. Review trends and improve your onboarding process
Use radar charts, AI insights, or Power BI dashboards to identify patterns and continuously refine your early-stage development processes.
This template is perfect for teams and HR professionals who want to measure early performance beyond the onboarding basics and guide employees into full productivity.
Best suited for:
Onboarding checklist you can reference during early-stage reviews
Best practices to help HR run more effective performance reviews
Performance review questions to uncover progress and blockers
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