Performance
Performance review templates, checklists, and downloadable documents for small business.
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Employee Feedback Form
Employee Feedback Form Templates
Free employee feedback form templates for small business: general, peer, upward, anonymous, project debrief, and a manager feedback log. DOCX.
Employee Expectations Template
Free Employee Expectations Template for Small Business
Six free employee expectations templates: setting form, duties and standards worksheet, behavior and communication rules, reset memo, example, tracker.
Getting to Know Your Employees Questionnaire
Free Getting to Know Your Employees Questionnaire
Six free getting to know your employees questionnaire templates covering working style, communication, feedback, and recognition. Editable DOCX files.
Letter of Concern to Employee
Free Letter of Concern to Employee Templates
Free letter of concern to employee templates and examples for performance, attendance, and conduct. Informal, not a warning. Download as DOCX.
Restaurant Employee Evaluation Form
Free Restaurant Employee Evaluation Form (6 Forms)
Six free restaurant employee evaluation forms for servers, bartenders, cooks, hosts and new hires, rating service, food safety and shift reliability. DOCX.
Sales Performance Review Template
Free Sales Performance Review Template with Quota Metrics
Six free sales performance review templates: quota attainment, pipeline and activity metrics, ramp and quarterly forms, and a metrics workbook.
Employee Scorecard Template
Free Employee Scorecard Template for Small Business
Seven free employee scorecard templates: weighted Excel workbook, monthly team scorecard, role metric sets, a QBR sheet, and Word review forms.
Goal Setting Worksheet
Free Goal Setting Worksheet: 7 Employee Goal Forms
Seven free goal setting worksheet templates for small business: annual, quarterly, action plan, KPI, timeline, and manager feedback forms.
Smart Goals Template
SMART Goals Template for Small Business
Six free SMART goals templates: blank worksheet, weak goals rewritten, quarterly goal form, check-in form, team alignment sheet, and a tracker.
Employee Spotlight Template
Free Employee Spotlight Template and Questions
Six employee spotlight templates: a full written profile, a Q&A version, a new hire introduction, a 15-minute version for whoever is writing it between other things, a nomination and consent form, and a planner with a 20-question bank and a 12-month calendar. Editable Word and Excel files, no email form in the way.
Performance Appraisal Form
Performance Appraisal Form: 6 Printable Forms
Six free performance appraisal form templates for small business: simple one-pager, annual, employee self-appraisal, 90-day, manager, and a light 360, built around job-related, EEO-aware criteria. DOCX download.
Employee Warning Notice
Employee Warning Notice Templates
Six free employee warning notice templates for small business, by escalation stage and infraction type, with a plain-language progressive-discipline framework and the legal reasoning generic forms skip. DOCX download.
Welcome Email To New Employee
Welcome Email to New Employee Templates
Free welcome email to new employee templates by sender and context: founder, HR, manager, remote, and senior hires. Copy-paste or download as DOCX.
Employee Review Form
Employee Performance Review Form Templates
Seven free performance review form templates by review type: general, annual, quarterly, 90-day, self-evaluation, manager, and 360, built on the standard five-level rating scale. Copy or DOCX download.
Promotion Letter
Promotion Letter Templates
Six free promotion letter templates by promotion type: standard, salary increase, manager, hourly to supervisor, title change with job description, and simple small business, with the exact fields and FLSA classification guidance generic samples skip. Copy-paste or DOCX download.
Recognition Letter
Employee Recognition Letter Templates
Free employee recognition letter templates by occasion: outstanding performance, years of service, employee of the month, and more. Download as DOCX.
1St Warning Letter To Employee
First Warning Letter to Employee Templates
Six free first warning forms by step and issue type: documented verbal warning plus first written warnings for the general case, misconduct, attendance, and performance, with a small business version, the at-will reasoning, and acknowledgment guidance. Copy-paste or DOCX download.
Pip Form
PIP Letter, Form, and Performance Improvement Plan Templates
Six free performance improvement plan (PIP) templates by scenario: general, attendance, conduct, sales, final-warning, and remote. Use any as a PIP letter or form, with at-will, timeline, and signature language built in. Copy or DOCX download.
Retention Letter
Retention Letter and Bonus Templates
Six free employee retention letter and bonus templates by scenario: standard bonus, full agreement with vesting and clawback, counter-offer, stay bonus for a sale or merger, key employee, and a simple small business version, with the supplemental-wage tax and at-will guidance executive samples skip. Copy-paste or DOCX download.
Warning Letter To Employee For Unprofessional Behavior
Warning Letter to Employee for Unprofessional Behavior Templates
Six free employee warning letter templates by reason and stage: unprofessional behavior, attendance, performance, insubordination, and first and final warnings, with at-will and refusal-to-sign language built in. Copy or DOCX download.
Company Write Up Form
Company Write-Up Form Templates
Six free employee write-up forms by scenario: a general all-purpose form, first violation, performance, conduct, attendance, and an official standardized version to adopt as your company's own, with the full field set, an at-will paper-trail framing, and the receipt-not-agreement signature line. Copy-paste or DOCX download.
Free Employee Evaluation Form
Free Employee Evaluation Form Templates
Six free employee evaluation forms by format and team: a simple 3-point small business form, a general 5-point form, a competency-based version with comments, a staff form for hourly and frontline teams, a full annual review, and a printable checklist, built for a manager with no HR training. Copy-paste or DOCX download.
Letter Of Appreciation For Good Work
Letter of Appreciation for Good Work Templates
Free letter of appreciation for good work templates: general, project, extra mile, team, anniversary, new hire, and service. Copy or download as DOCX.
Employee Self Evaluation Form
Employee Self-Evaluation Form Templates
Six free employee self-evaluation forms by review type: a standard form, a manager and leadership version, a short mid-year check-in, a numeric rating-scale version, an open-ended narrative version, and a 90-day form for new hires, with guidance for the manager rolling them out and the employee filling them in. Copy-paste or DOCX download.
Disciplinary Action Form
Disciplinary Action Form Templates
Six free employee disciplinary action and write-up form templates: a general catch-all form plus a complete progressive discipline packet from verbal warning to final written warning, suspension, and a tracking log. Factual, defensible, copy or DOCX download.