Description
See it in action
Run your appraisals in one simple workbook. Score each person on up to five objectives and five behaviours, add strengths and development areas, and the tracker calculates a weighted overall score, rating band and merit guide. The dashboard shows completion and how ratings are spread, and the review form prints a tidy one-page review for each employee.
What it does
- Reviews log – up to 200 employees with 5 objective and 5 behaviour scores, strengths and development areas
- Weighted overall score – objectives vs behaviours weighting you choose, with rating band and merit guide
- Review progress – Not started, In progress or Complete for every employee
- Performance dashboard – completion, average score, % exceeding and rating distribution
- Breakdowns – average by behaviour and results by department, with a department filter
- Printable review form – pick a name for a one-page review with stars, comments and signature lines
- Protected formulas – calculations are locked and hidden so nothing breaks by accident
Who it’s for
HR managers, line managers and small business owners running annual or mid-year performance reviews.
What’s included
- 1 Excel workbook (.xlsx): How to Use, Dashboard, Review Form, Reviews and Settings
- Built-in How to Use guide and sample data you can clear in one step
Requirements
Microsoft Excel 2010 or later, including Excel 2019, 2021 and Microsoft 365 (Windows or Mac). Not designed for Google Sheets.
This is a digital download. No physical item will be shipped. Your file is available to download immediately after purchase.
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