This 90-day performance review template is designed for managers to assess how well new employees or transfers have adapted to their role, integrated into the team, and contributed to key objectives in their first three months.
Without requiring a self-assessment, this version allows for a streamlined, manager-led evaluation. It’s ideal for teams seeking consistent feedback processes with minimal friction—all within Microsoft Teams and Outlook via Teamflect.
Manager-Led Contribution Assessment
Evaluate the employee’s most significant accomplishments in their first 90 days and how they’ve begun to add value.
Readiness and Preparedness Check
Assess how well the employee has acclimated to their responsibilities and demonstrated ownership over their role.
Challenge Identification
Reflect on any early obstacles that may have impacted performance and note any support needed moving forward.
Team Integration Review
Provide feedback on the employee’s collaboration, communication, and engagement with their new team.
Cultural Fit Rating
Rate how well the employee aligns with your organization’s values, communication style, and cultural norms.
Visual Review Summary
Radar chart and score breakdown across core categories—Cultural Fit, Communication, Onboarding Speed, and Quality of Work—make performance easy to interpret.
Development Plan Setup
Set actionable goals for the upcoming quarter, based on observed strengths and areas for improvement.
Manager Sign-Off
Finalize the review with a documented signature, ensuring accountability and shared understanding.
This streamlined template makes manager-led reviews seamless and fully integrated into your Microsoft workflows:
1. Customize the template to fit your review standards
Select or adjust the questions, rating areas, and development plan sections to align with your onboarding strategy.
2. Schedule reviews automatically at 90 days
Assign the review to any employee and have it automatically delivered to the corresponding manager for timely evaluation.
3. Complete the review inside Microsoft Teams or Outlook
Managers can fill out all sections directly within Teamflect—no printing, PDFs, or email back-and-forth needed.
4. Track completion and next steps
HR teams and admins can monitor which reviews have been completed and whether follow-up actions have been scheduled.
5. Use insights to refine onboarding
View individual and team-level trends through Teamflect’s HR analytics tool for in-depth analysis.
This template is a great fit for organizations that want to evaluate new hire effectiveness and role readiness at the 90-day milestone—without requiring employee input.
Ideal 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
.svg){kind=small}
.svg){kind=small}
