Goals confirmed and current
Measurable goals, recent evidence, on-track confidence, completed check-in, and no overdue action.
Editable employee performance template
Employee performance template for Excel and Jodoo
Download the Excel workbook or explore sample goals, reviews, and follow-up in Jodoo. Adapt the fields and review process to your team.
This populated Jodoo app shows the relationships and exceptions a static spreadsheet usually loses.
Start with Jodoo’s Free plan for up to five users. No credit card required.
- Representative on-track, overdue, returned, and blocked records
- Employee, manager, and people-operations views
- Editable stages, choices, reminders, permissions, and dashboards
Reviewed by Jodoo’s product and content team · September 6, 2026. Explore the sample records in Excel and Jodoo to choose the format that suits your review process.
Included in the sample appReview, goal, calibration, development, mobile, and dashboard views with sample records.Adapt after installationSet the reminders, permissions, routes, and review rules your team actually uses.
Explore completed reviews and common problems
The application includes representative data so you can judge the queues, permissions, decisions, and dashboard—not only the form fields.
Self-review overdue
The employee has current goals but the reflection is late and appears in the appropriate reminder and operations views.
Manager assessment waiting
The self-review is complete, the manager owns the next action, and the due date is visible.
Rating variance
Employee and manager assessments differ materially, both rationales are preserved, and calibration is required.
Returned for evidence
The reviewer needs a clearer example before the assessment can continue.
Follow-up blocked
A development or improvement milestone is late because its dependency needs a support owner.
Use separate records for separate responsibilities
The template keeps the employee, goal, check-in, formal review, calibration, and follow-up related without flattening them into one enormous table.
RecordPurposeTypical owner
Employee directory
Reporting relationship, team, role, eligibility, location, and appropriate profile context.
People operations or an HRIS integration.
Goals and evidence
Targets, current results, milestones, progress, confidence, blockers, and source evidence.
Employee with manager confirmation.
Check-ins and coaching
Conversation context, manager decision, agreed action, owner, due date, and next check-in.
Employee and manager.
Performance reviews
Self-review, manager assessment, ratings, rationale, calibration, acknowledgement, and next action.
Employee, manager, people operations, and calibration reviewer.
Development follow-up
Coaching, development, recognition, support, or improvement actions and outcomes.
Named action owner with governed access.
Download a practical workbook before you move the process online
Use the workbook if your immediate task is an editable spreadsheet. Consider the Jodoo app when several people need to update records, manage access, receive reminders, and track review progress together.
Excel starting point
Populated performance tracker · Appraisal form · Goals and evidence · Rating guide
Download the Excel workbookXLSX · 4 editable sheets
Change what your process needs—and keep the sensitive rules explicit
A trained business administrator can make focused changes without treating every update as a software project.
Questions and rating choices
Use role-relevant prompts, scales, evidence guidance, and review types.
Stages and reminders
Adjust due dates, returns, calibration, acknowledgement, escalation, and follow-up.
Views and permissions
Separate employee, manager, people-operations, leadership, calibration, and restricted improvement access.
Measures and dashboards
Change formulas, filters, queues, and widgets while keeping access to the review, goal, and follow-up records behind each result.
Choose a starting point you can actually test
Use the sample records to see how employees submit updates, managers review them, and the team follows up.
Does this page include an Excel template?
Yes. Download the four-sheet workbook for a populated tracker, appraisal form, goals and evidence, and a rating guide. Use the Jodoo application when the process needs role views, workflow states, reminders, permissions, acknowledgements, and drill-down dashboards.
Can I change the fields?
Yes. A trained administrator can adjust goals, criteria, rating choices, evidence prompts, dates, stages, permissions, views, and dashboards.
Does the template include sample data?
Yes. It includes normal, overdue, returned, variance, acknowledgement, blocked-follow-up, and completed states so you can evaluate the full experience.
Can employees use it on mobile?
Yes. Employees can update goal progress, attach evidence, complete a self-review, acknowledge an outcome, and check the next action on mobile.
Can it replace payroll or our HRIS?
That is not the intended use. Keep authoritative employee, payroll, benefits, tax, compensation, and specialist HR data in the appropriate system.
What should we test before rollout?
Test role access, returned reviews, rating variance, late work, acknowledgements, blocked follow-up, and dashboard drill-down with representative users.
Use the populated application
Open the Jodoo applicationReview the sample states before changing the fields
Open the goals, assessments, exceptions, acknowledgements, and follow-up records, then adapt the process with evidence from the pilot.