This Role-Based Review Template is designed for evaluating employees whose roles are evolving or being redefined. It’s ideal for individuals in cross-functional teams, hybrid positions, or roles that have shifted due to business needs. The review helps managers and employees assess responsibilities, alignment with job descriptions, role satisfaction, and future direction.
With native Microsoft Teams and Outlook integration via Teamflect, this template supports clear, structured reflection without requiring external documents or meetings.
Goal Progress Review
Evaluate goal completion status and reflect on performance over the recent period as it relates to the employee’s role.
Role Reflection Questions
Explore how the employee perceives their responsibilities, highlights, challenges, and whether their role accurately reflects their actual work.
Position Description Accuracy
Determine if the current job description still aligns with the employee’s daily contributions—and document any gaps.
Enjoyment & Challenge Assessment
Identify what aspects of the role are most fulfilling, which parts are most difficult, and how to better support the employee.
Opportunity Discovery
Give space for employees to suggest new areas they’d like to explore or own within the organization.
Company Culture & Engagement Check-In
Ask targeted questions on development, recognition, manager support, and work-life balance to ensure continued employee engagement.
Overall Performance Rating
Summarize the employee’s current standing in the role with a single selection and an optional comment.
Development Plan
Set forward-looking goals to either evolve the role, clarify expectations, or support future transitions.
Digital Sign-Off
Use in-template signatures to confirm that the role review has been completed and acknowledged by both parties.
This template is great for quarterly or ad hoc reviews when an employee’s role has evolved or requires reassessment:
1. Customize the template based on team structure
Adjust language or role-specific questions to fit marketing, engineering, HR, or hybrid roles.
2. Deploy during transitions or re-leveling cycles
Use this review during reorganizations, job expansion, or career progression moments.
3. Complete the review inside Microsoft Teams or Outlook
Both parties can collaborate inside Teamflect, with no emails or documents exchanged outside the platform.
4. Track insights and take action
Use collected feedback to update job descriptions, reset goals, or adjust responsibilities based on role-fit evaluation.
5. Integrate with broader performance conversations
Use the data to feed into annual reviews, career path discussions, and succession planning efforts.
This template is perfect for managers, HR professionals, and team leads looking to evaluate or evolve an employee’s role based on real-time contributions.
Best for:
With this Role-Based Review Template, you can ensure that employees are empowered, aligned, and recognized for the true scope of their work—supporting growth, clarity, and retention.
Use this roles & responsibilities framework during role‑based performance reviews
Best practices to help HR run more effective performance reviews
.svg){kind=small}
.svg){kind=small}
