What is the purpose of Annual Performance Review template?

The purpose of the annual performance review is to evaluate the job performance and the aspects of the employee that need improvement during that year.

How often/when should I conduct Annual Performance Review?

The annual performance review is usually conducted by companies once a year. However, there is no specific limit. An annual performance review can be conducted several times a year, depending on the request of the managers.

How does Annual Performance Review contribute to the company?

The annual performance review contributes to the improvement of the individual and overall working performance within the company and the establishment of much healthier working relations among the employees.

What topics/areas does Annual Performance Review template focus on?

The annual performance evaluation focuses on issues such as the goals of the employee and the company for that year, the achievements of the employee, the weaknesses of the employee, the career plan of the employee, the company's plans for the next year, internal culture and core values.

The annual performance evaluation focuses on issues such as the goals of the employee and the company for that year, the achievements of the employee, the weaknesses of the employee, the career plan of the employee, the company's plans for the next year, internal culture and core values.

When you are writing your annual performance review or filling out an annual performance review template, you need to cover some key areas. You should highlight your accomplishments, talk about areas of growth, offer/request feedback, discuss some of the challenges you faced through the review period, and set goals that you want to meet by the next yearly employee review.

Annual Employee Performance Review with Self-review Template

This annual performance review template is designed for organizations that want to go beyond one-sided evaluations. Teamflect’s annual review template combines manager feedback with employee self-assessments, creating a balanced and insightful performance conversation. The most important aspect of this template is that

Whether you're reviewing OKR progress, evaluating core competencies, or gathering feedback on company values, this template ensures nothing slips through the cracks.

Use this template in Teamflect now

What does the Annual Performance Review with Self-Review template include?

Self-Evaluation Section

Invite employees to reflect on their key accomplishments, challenges, and growth opportunities over the past year.

Goal Review Module

Review the employee’s goal performance within the review period, built-in progress tracking, and space for written reflections by both parties.

Competency Assessment

Evaluate how the employee’s performance correlates with the competency framework associated with their role.

Core Values Assessment

Evaluate how the employee exemplifies your company’s core values with customizable rating scales.

Manager Feedback Section

A structured space for managers to highlight strengths, suggest improvements, and align future expectations.

Cultural & Collaboration Questions

Explore topics like team contribution, peer relationships, and how well the employee supports a thriving culture.

Auto-Generated Review Summary

Teamflect turns the full review into a clean visual summary, including a radar chart and overall performance score.

Integrated Development Plan

Conclude the review with clear, trackable development goals linked directly to future 1:1s, feedback cycles, and employee development goals.

Verification Section

Digital sign-off fields for reviewers and reviewees to finalize the process, ensuring mutual acknowledgment and documentation.

How to use the annual performance review template in Microsoft Teams & Outlook?

Following these simple steps, you can integrate this particular annual review template as well as other performance evaluation templates into your workflow inside Microsoft Teams, Outlook, or the browser of your choice, with Teamflect:

Customize the template to fit your needs

Use the template as is or customize it to fit your needs and culture. Add or remove questions, choose whether to include the self-review, and select the competencies and goals you want to evaluate. Select from a wide variety of question types such as: open-ended, multiple-choice, ranking, rating, Likert scale, and more.

Sending the templates out to employees

Choose who will be reviewed and select the corresponding manager. You can initiate reviews for individuals or in bulk. You also have the option to automate any performance review template so the template is sent out to teams in intervals of your choice, automatically.

Collaborate directly inside Microsoft Teams

Both the reviewer and reviewee complete their sections within Microsoft Teams or Outlook without switching tools or downloading documents.

Track progress and schedule conversations

Managers and HR can monitor completion rates, send reminders, and schedule follow-up 1:1s directly from within Teamflect.

View detailed insights & Power BI reports

View performance review insights in bulk or for each employee. Analyze performance review results with AI to derive insights. Integrate performance review data into Power BI to create comprehensive reports & dashboards.

Who should use this template?

This template is ideal for organizations that want to conduct structured, reflective, and collaborative annual reviews without leaving Microsoft Teams or Outlook.

It’s a great fit for:

HR teams rolling out company-wide employee performance management system
People managers conducting end-of-year evaluations for their direct reports
Team leads seeking more transparent, two-way performance conversations
Remote or hybrid organizations that need digital, asynchronous review workflows
Companies with goal- and value-based performance frameworks that want to track alignment

Whether you’re managing a small team or overseeing hundreds of reviews, this template helps ensure consistency, fairness, and actionable insights across the board.