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Performance review template

Standardize the performance review process.

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best for

HR

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.

Backlog screenshot

List

The List view sorts all your project’s work into a single list that can be quickly scanned and sorted by field. You can also use the list to add, edit, and view tasks in your project.

JWM List view

Calendar

The Calendar view helps you visualize and plan work. It makes it easy to see when tasks are due and get a quick glance at the next few weeks and months.

Calendar screenshot

报告

在摘要视图中获得项目进度、优先级、活动、工作量等方面的高级概述。访问一系列预先配置的报告,这些报告显示人员、项目、任务等的统计信息。

时间线视图

自动化

使用无代码或自定义自动化规则来支持流程中重要且频繁的操作,以免漏掉任何步骤。

时间线视图
剪贴板清单

绩效跟踪

从第一次对话到最后一次对话,全程跟踪每位员工,以完善绩效评估系统并让员工感到被关注。

协作创意

简化员工体验

通过管理项目的权限,按需保持细节的私密性。使用时间线让员工为即将到来的周期做好准备

消息气泡

内置组织

收集员工信息、跟踪讨论并收集同行反馈以进行知情对话,所有这些都集中在一处。

How to get started with the performance review template

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

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.

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