Conducting annual reviews is essential for evaluating employee performance, providing constructive feedback, and setting growth targets. However, organizing the data, ensuring consistency, and creating a seamless review process can be time-consuming.

The Annual Review Template in Stackby helps streamline performance evaluations, feedback, and goal tracking. This customizable and automated tool allows HR teams, managers, and team leads to stay organized and track employees' progress throughout the year. Whether you’re assessing individual performance or managing multiple team members, this template is designed to make the review process efficient and insightful.

About the Template

The Annual Review Template provides a structured framework for tracking and assessing employee performance. It includes multiple tables, each designed to capture specific aspects of an employee's journey within the organization:

Employee Table – Contains key details like personal information, department, and performance history.
Review Table – Logs the annual reviews with feedback, achievements, and areas of improvement.
Goals Table – Tracks short-term and long-term goals and progress towards achieving them.
Performance Metrics Table – Includes quantitative metrics like productivity, KPIs, and other performance indicators.

With these tables, the template ensures a comprehensive approach to evaluating employees, from daily tasks to overall career growth.

Why Use the Annual Review Template?

Conducting annual reviews is a cornerstone of employee development and organizational growth. Yet, managing this process manually can lead to inconsistency, missed data, or confusion. Here’s why you should use this template:

Streamline the Evaluation Process – Instead of relying on spreadsheets or handwritten notes, this template provides an organized platform for tracking performance reviews in real-time.
Improve Feedback Delivery – Ensure feedback is clear, constructive, and consistent across all employees.
Align Goals and Expectations – Track employee goals and match them with company objectives for mutual growth.
Easily Share Results – Share review results directly with employees or stakeholders for transparency.

How the Annual Review Template Works in Stackby

This template is divided into several tables that work together to provide a complete picture of employee performance throughout the year. Here’s how each table functions:

1. Employee Table

This table is the foundation of the template. It includes essential employee information such as:

Name & ID – Identify each employee for easy reference
Position & Department – Categorize employees by their roles and teams
Join Date & Employment Status – Track employee tenure and status (active, on leave, etc.)
Overall Rating – A general evaluation score that aggregates all performance metrics

2. Review Table

Track individual performance reviews with detailed feedback in this table. Each review includes:

Review Date – When the review took place
Feedback Summary – Key insights from managers or peers
Achievements – What the employee did well during the review period
Areas of Improvement – Specific feedback for future development
Rating (1-5) – A rating system to grade employee performance

3. Goals Table

This table tracks short-term and long-term goals set for each employee. Features include:

Goal Description – The specific target or objective
Goal Deadline – When the goal should be achieved
Progress Tracking – Monitor progress over time (e.g., 50% completed, on track, etc.)
Completion Status – Mark goals as completed or still in progress

4. Performance Metrics Table

Measure employee performance through various KPIs and metrics:

Metric Name – e.g., sales target, project completion, etc.
Target Value – The expected performance level
Actual Performance – The employee’s real-world output or achievement
Performance Evaluation – A comparison of the target vs. actual performance

Key Features & Benefits

Comprehensive Employee Overview – Capture all the relevant employee details in one table for easy access.
Structured Reviews & Feedback – Document yearly evaluations and feedback with clarity.
Goal Tracking – Track employees’ goals with clear deadlines and status indicators.
Automated Performance Metrics – Log performance indicators like productivity and sales targets in an automated way.
Customizable & Scalable – Adapt the template for different team sizes and departments.
Collaboration Features – Share the review data with managers, HR, and even employees themselves.

Real-World Use Cases

HR Managers – Use this template to oversee the performance of all employees in an organization, simplifying the review process and ensuring consistency.
Team Leaders – Track team performance, provide regular feedback, and align team goals with organizational objectives.
Managers – Help managers set clear expectations and evaluate their team members' growth with detailed performance metrics.
Employee Development Programs – Foster personal growth by tracking achievements and setting new career goals.

Getting Started with the Annual Review Template

Copy the template into your Stackby workspace

Enter employee data such as names, roles, and departments into the Employee Table
Schedule and log reviews using the Review Table
Set goals for each employee in the Goals Table and track progress throughout the year
Measure performance against KPIs using the Performance Metrics Table

This simple yet effective workflow ensures that annual reviews are not only timely but also data-driven and valuable for employee development.