Performance management procedures

Template

Do you know how to evaluate your workers’ performance? With Pipefy´s Performance Management template through clear and dynamic processes, you can make an evaluation of your team.
The template offers the user the opportunity to generate a large flow of useful information that through goal setting, due dates and development plans will help to improve your worker’s productivity.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  • 1. Employee's name

  • 2. Department

  • 3. Job title

  • 4. Performance Review Date

  • 5. ID

Basic info

  • 1. Employee's skill list

  • 2. Employee's Current Responsibilities

  • 3. Employee's strengths

  • 4. Employee's weaknesses

  • 5. Documents

Performance

  • 1. Rate the following

    • Initiative
    • Innovation
    • Motivation
    • Punctuality
    • Latest results
    • Tolerates pressure
    • Improvements needed
    • Developmental assistance will be required?
    • How will development assistance be done?
    • Training will be required?
    • Required training

Goals & Responsibilities

  • 1. Define employee's performance goals based on the previous stages

  • 2. Responsibilities

  • 3. Discontinued employee responsibilities

  • 4. New Responsibilities

  • 5. New responsibilities start date

Development plan

  • 1. Ways to improve

    • Training courses
    • Promotion
    • Focus on life and health
    • Improve communication
    • Salary increase
    • Bonus
    • Recognition
    • Perks
    • Feedback
    • Career plan
    • Other
  • 2. Describe how the chosen strategies will be applied

  • 3. Required Feedback

Completed

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