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Performance Management Process Free Template

Evalute your teams’ efficiency with Pipefy’s Performance Management Process Template. Build a standardized appraisal flow, creating more opportunities for communication and corrective action.

Gather useful information through goal setting, due dates, and development plans to improve your employees’ performance.

Increase productivity

Monitor, measure, and enhance the productivity of individuals, departments, and the entire organization with Pipefy’s Performance Management Process Template.

The template comes with pre-defined steps, so you don’t have to start from scratch. Customize it according to your company’s needs by adding or removing phases, creating form surveys, connecting it to other processes, and more!

With an organized framework, you can help your team to become more efficient, develop new skills, and contribute to your business goals.

Try Pipefy’s Performance Management Template

Create and share forms

Create custom forms to start an evaluation process. Share them with your team through automated emails.

Don't miss any due date

Set alerts, labels, and automate notifications to keep your process flowing.

Improve every day

Extract real-time data to enhance your performance management process continuously.

Collect everything in one place

Collect and organize feedback with Pipefy’s performance management template. You can count on resources such as forms and portals to gather all the information you need and create an amazing experience for your employees.

Adapt Pipefy’s forms as you wish and share them through a unique link on any channel, making it accessible to everyone in your team.

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This template is customizable, so you can modify the kanban board’s fields, formats, and other visual components. Choose mandatory information and receive all submissions in a single place to get started with your process.

Work better and faster

If you are looking for a Performance Management Process Template, try Pipefy’s solution now.

This is a jumpstart on frameworks requiring standardization and streamlined communication. Create checklists, evaluation criteria, and customize your kanban board with the information you need to deliver compelling work.

Collect feedback and give your team more direction plus appropriate training.

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Improve what you can

Pipefy’s Performance Management Template comes with a dashboard that extracts real-time data from your process, turning it into charts that help you analyze metrics and track your team’s performance.

You can download this information, share it with supervisors, and use it to define a proper employee development plan.

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.


Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Connect Pipefy to your favorite software with ease

HR Teams love Pipefy

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Now, when hiring managers submit recruitment requests, they have to answer a series of questions, such as salary and job requirements. So when we get the requests, we don’t have to track down missing information.

Renan Souza Lima Strategic Analyst, HR

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