HR Quarterly Review Template

HR QUARTERLY REVIEW TEMPLATE

Employee Information

Review Period: From to   • Review Date:

Objectives and Key Responsibilities

List the principal objectives and responsibilities applicable during this review period and indicate progress or completion status.

Performance Summary

Provide a concise summary of key accomplishments, challenges, and measurable outcomes for this quarter.

Overall Rating (select a numeric value 1-5 where 5 = Exceptional, 1 = Unsatisfactory):

Competency Assessment

Rate each competency on a scale of 1 to 5 and provide specific examples or comments supporting the rating.

Goals for Next Quarter

Define measurable goals and target completion dates. Include specific metrics where applicable.

Target Completion Date:

Target Completion Date:

Target Completion Date:

Development Plan & Training Needs

Identify required training, stretch assignments, mentorship or other development activities to support performance improvement and career growth.

Training required    Mentoring / Coaching    Performance Improvement Plan recommended

Legal & Administrative Statements

At-Will Employment: This performance review is an administrative record of performance and planning and does not constitute a contract of employment. Employment remains at-will and may be terminated by the employer or employee at any time, with or without cause or notice, unless otherwise provided in a separate written agreement signed by an authorized representative of the company.

Equal Opportunity: The organization is an equal opportunity employer. Ratings, development decisions, and employment actions will be made without unlawful consideration of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or other protected characteristics.

Acknowledgment & Authorization

By signing below, the employee acknowledges receipt and review of this performance evaluation and affirms that the contents have been discussed with the reviewer. The employee's signature does not necessarily indicate agreement with the evaluation content, only that the review was received. The employee authorizes the reviewer and Human Resources to document and retain this review in the employee’s personnel file and to take employment actions consistent with the assessment.

HR Use Only

Merit increase recommended    Amount (if recommended):

Promotion recommended    New Title:    Effective Date:

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