Performance management procedures


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


  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. Correct places for items are obvious & items are in their correct places.
    • Yes
    • No
  2. All desktops, tables and shelves are clean, sorted and organized.
    • Yes
    • No
  3. All Desktop file holders labeled for proper content and neatly organized.
    • Yes
    • No
  4. Shelves are only used for storage of books, files, and folders.
    • Yes
    • No
  5. Action Plan

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


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