Employee performance notes

Employee Performance Review Notes: Provide feedback, and evaluate things like: team work,...

Steps
20
Last edited
Dec 19, 2025
Created by
Nova

About this process

Evaluate an employee's performance, provide feedback, and evaluate things like: team work, honesty, integrity, critical thinking, and more.

The process in detail

20 steps
  1. 1

    Name, Role & Top 3 Responsibilities

  2. 2

    Work overall

  3. 3

    Team's priorities

  4. 4

    Collaboration and Team Work

  5. 5

    Honesty & Integrity

  6. 6

    Overall Work Relationships

  7. 7

    Culture & Values

  8. 8

    Communication

  9. 9

    Independent Work

  10. 10

    Critical Thinking/Holistic thinking

  11. 11

    Works to full potential/Positive attitude

  12. 12

    Takes Initiative

  13. 13

    Overall Objectives

  14. 14

    🔶 Objectives

  15. 15

    🍳 Areas of improvement

  16. 16

    Knowledge & Skills

  17. 17

    Performance & productivity

  18. 18

    Tips: Overall Feedback

  19. 19

    Overall Feedback

  20. 20

    Communication.

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1. Name, Role & Top 3 Responsibilities
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2. Work overall

Define how this employee has performed and worked overall during this period.

Write a note
3. Team's priorities

Define how this employee has supported the team and helped stay focused on team priorities to effectively help the team and the organization grow and succeed based on the defined plan.

⭐ From 1 to 8, with 8 being excellent ⭐⭐⭐, how good was this employee at staying on top of priorities, understanding urgent matters, organizing their time, and helping bring clarity to the rest of the team when distractions appeared?

Choose one
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4. Collaboration and Team Work

The ability to work harmoniously with others, contributing positively to group efforts, sharing information, supporting team members, and collectively achieving common goals.

⭐ From 1 to 8, with 8 being excellent ⭐⭐⭐, how good was this employee at team collaboration?

Choose one
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5. Honesty & Integrity

- Honesty: Truthfulness and transparency in communication, presenting information accurately and without deceit.

- Integrity: Adherence to strong moral and ethical principles, maintaining consistency and fairness in actions and decisions.

Someone who shows honesty and integrity demonstrates the ability to discuss issues as they arise with the intention to solve them, does not talk behind people's backs or create conflicts, shows integrity in their work, gives people the support and acknowledgment they deserve, acts without ego, and does not take advantage of the system or lie about their work. ❤️ From 1 to 8, with 8 being someone with high integrity and honesty at work, how would you rate this employee?

Choose one
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6. Overall Work Relationships

Team dynamics, relationships, value provided to the team, empathy, etc.

How much effort has this employee put into supporting the team and creating a healthy and welcoming environment? Is this employee empathetic towards others? Does this employee use positive language when talking about others? Does this employee cooperate to support others in areas outside their usual tasks? From 1 to 8, with 8 being someone who regularly empowers other team members, helps create a better workspace, and goes out of their way to support others, how would you rate this employee?

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7. Culture & Values

How does this employee fit the culture and values of the organization?

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8. Communication

The ability to express ideas, thoughts, and information clearly and concisely, ensuring that the message is understood by others. Maintaining an ongoing and regular flow of information, updates, and feedback to keep everyone on the loop without relying on meetings. Conveying messages in a way that achieves the intended result, promotes understanding, and minimizes misunderstandings.

⭐ From 1 to 8 ⭐⭐⭐, with 8 being excellent, how would you rate this employee?

Choose one
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9. Independent Work

The capacity to work autonomously and efficiently, demonstrating the ability to complete tasks and achieve goals without relying excessively on others or creating unnecessary dependencies.

🌋Ability to solve problems and think critically before seeking feedback or relying on others to achieve excellence or make progress.

⭐ From 1 to 8 ⭐⭐⭐, with 8 being excellent, how would you rate this employee?

Choose one
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10. Critical Thinking/Holistic thinking

- The skill to analyze, evaluate, and interpret information objectively, making reasoned judgments and decisions.

- Considering the broader context and interconnectedness of elements, understanding how individual parts contribute to the whole and evaluating things like company constrains, resources, costs, skills, etc

⭐ From 1 to 8 ⭐⭐⭐, with 8 being excellent, how would you rate this employee?

Choose one
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11. Works to full potential/Positive attitude

Demonstrating consistent effort, dedication, and commitment to achieving one's best performance, utilizing skills and abilities to their maximum capacity maintaining a positive attitude.

⭐ From 1 to 8 ⭐⭐⭐, with 8 being excellent, how would you rate this employee?

Choose one
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12. Takes Initiative

Being proactive and self-driven, showing a willingness to take action and make decisions without waiting for explicit instructions, especially in situations that require leadership or problem-solving.

⭐ From 1 to 8 ⭐⭐⭐, with 8 being excellent, how would you rate this employee?

Choose one
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13. Overall Objectives

Overall, has this employee achieved all the objectives set during this period? Choose 8 if they have even exceeded your expectations, and somewhere between 5 and 6 if they have delivered the objectives.

From 1 to 8 🤙, with 8 being excellent(exceeded expectations), how would you rate this employee?

Choose one
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14. 🔶 Objectives

Explain what objectives have been set for this employee, what has been achieved, and what could have been improved.

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15. 🍳 Areas of improvement

How can this employee continue to grow and improve in their current role?

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16. Knowledge & Skills

Are there any skills that are missing and are key for the role? Are there new skills that will be needed for this employee to grow?

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17. Performance & productivity

Is this employee leveraging their time properly? Is their velocity appropriate given the quality of their work? Are there any tips or observations you would like to provide?

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18. Tips: Overall Feedback

Give feedback in a constructive manner:

- Information — What’s the behaviour I observed that isn’t working for me?

- Importance — why is it problematic?

- Invitation to change — A a nice way to say, “I’d like you to cut that out.”

- Implications — If you don’t, these are the results I expect will happen, from not being able to work together to firing.

19. Overall Feedback
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20. Communication.

Performance reviews are an opportunity for us to reflect on your accomplishments, strengths, areas for development, and overall contributions to the team and organization. They provide a platform for open and constructive dialogue about your performance, attitude, and knowledge in your role.

It's important to understand that performance reviews are separate from salary reviews. During your performance review, our focus will solely be on evaluating your performance, acknowledging your achievements, and discussing opportunities for growth and development. We are committed to supporting your professional development journey and helping you reach your full potential within the organization.

👉We encourage you to approach your performance review with an open mind, ready to engage in meaningful conversation about your work, goals, and aspirations. Your feedback and input are valuable to us, and we are here to support you every step of the way.

🙏Thank you for your dedication and hard work throughout the year. We look forward to discussing your progress and charting a path forward together during your upcoming performance review.

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Capabilities
Fully editableAdapts as work changesAdd more sessions anytimeAI can be assigned
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Created byNova·Official process
Last edited Dec 19, 2025·20 steps