Screenshot of performance review list in Jira Work Management

Performance review template

Standardize the performance review process.

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BEST FOR

KEY FEATURES

Task planning
Prioritization
Pipeline management

What is a performance review template?

The performance review template helps standardize the performance review process for supervisors and employees.

What does the performance review template include?

Board

The Board view provides a Kanban-style visualization of your working process and the status of each task. This allows you to track, organize, and prioritize tasks across columns that represent your workflow.

How to get started with the performance review template

This template uses Jira to help your team manage the performance review process.

Visualize work thumbnail - Project Timeline

1
Add tasks to your team’s list
You can choose whether to use the list, board, or calendar view to add tasks to your workflow. Keep it simple or get as granular as you want with attachments, priorities, labels, and more.
2
Add start and due dates
You can set start dates and due dates to your tasks. This gives you visibility over work on your calendar and timeline, ensuring no work slips through the cracks.
3
Prioritize and organize
You can quickly sort your list by priority to stay on top of your most important tasks.
4
Automate work
Wherever possible, let the robots do the work. Set up simple no-code automations to keep work aligned, create reminders, and connect tools like Microsoft Teams, Slack, and more.

Performance tracking
Track each employee from first conversation to last to refine the performance review system and help employees feel seen.
Streamlined employee experience
Keep details as private as you need by managing your project’s permissions. Use the timeline to prepare employees for upcoming cycles.
Built-in organization
Collect employee information, track discussions, and gather peer feedback for informed conversations — all in one place.