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Annual Review Form Document Template

Standard form used during yearly performance reviews.

Annual Review Form

Purpose: This form is used by managers and team members to conduct a formal review of an employee's performance during the past year. It helps to assess accomplishments, identify areas for improvement, and set goals for the future.

Employee Information

Name: {employeeName}

Department: {department}

Job Title: {jobTitle}

Review Period: {reviewPeriod}

Reviewer: {reviewerName}

Performance Evaluation

Category Rating Comments
{#performanceCategories}{category}{rating}{comments}{/performanceCategories}

Rating Scale:

  1. 1 – Performance does not meet expectations
  2. 2 – Needs improvement
  3. 3 – Meets expectations
  4. 4 – Exceeds expectations
  5. 5 – Outstanding performance

Key Achievements

{#keyAchievements}

  • {achievement}

{/keyAchievements}

Areas for Improvement

{#areasForImprovement}

  • {area}

{/areasForImprovement}

Training and Development

{#trainingDevelopment}

  • {title}: {description}

{/trainingDevelopment}

Employee Comments

{employeeComments}

Goals for Next Review Period

{#goals}

  • {goalTitle}: {goalDescription}

{/goals}

Additional Notes

{additionalNotes}

Signatures

Employee Signature: {employeeSignature}
Reviewer Signature: {reviewerSignature}
Date of Review: {reviewDate}

This document template includes dynamic placeholders for automated document generation with Documentero.com. Word Template - Free download

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Use Cases

Automate Annual Review Form Using Forms

collect employee self-assessment using online annual review form
gather manager feedback for annual performance review via web form
create HR evaluation form for yearly staff reviews with digital input
automate data collection for yearly review process using online form
send secure form to employees to complete annual performance review

Generate Annual Review Form Using APIs

trigger annual review form generation from HRIS platform via API
auto-generate yearly performance review documents through REST API
generate personalized annual review forms from employee database API
build custom app to populate and deliver annual reviews via API
schedule annual review form creation via API integration with internal systems

Integrations / Automations

automatically generate annual review form from Google Sheets using Zapier
send completed annual review PDFs to Dropbox with Make workflow
create annual review documents in bulk from Airtable using Zapier
auto-generate and email annual review forms from Typeform responses
trigger customized annual review form generation from Slack message using Zapier

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