Performance Review SOP

Give every employee clear objectives, regular feedback and a fair annual assessment.

The full Performance Review SOP (all 7 steps, 2 controls, records and measures) is one of 36 editable Word SOPs in the SOP Template Kit: $79.

Document no.

HR-04

Department

Human Resources

1. Purpose

Give every employee clear objectives, regular feedback and a fair annual assessment.

All employees after probation.

Role	Responsibility
Employee	Self-assesses and gathers evidence.
Manager	Assesses and holds the review.
HR	Runs the cycle and calibration.

Step	Who	What to do
1	Manager	Agree 3–5 objectives with each employee at the start of the year.
2	Manager	Hold check-ins at least [quarterly]; note progress and support needed.
3	Employee	Complete a self-assessment with examples before the annual review.
+ 4 more steps, 2 controls, 3 records and 2 measures in the full SOP.