HR guide
How to prepare a review with clear criteria.
Form, participants, completion and analysis of the result, with an example set of criteria.
In short
- Choose 4-6 criteria linked to the role, not a generic list.
- Use a short scale, with a description for each level.
- Combine the manager’s review with a self-assessment.
- The result supports a conversation; it does not replace the manager’s decision.
Example criteria for a production operator
| Criterion | What you look at |
|---|---|
| Quality of work | Rejects, complaints, following procedures |
| Productivity | Targets met, consistency |
| Safety | Following health and safety rules |
| Teamwork | Collaboration, help given to colleagues |
| Punctuality | Attendance and keeping to the schedule |
A simple scale
- 1: does not meet expectations
- 2: partly meets expectations
- 3: meets expectations
- 4: exceeds expectations
How it runs
- You prepare the template by role or by experience level.
- You assign the reviewers and the period.
- The employee completes the self-assessment, the manager the review.
- You discuss the result and set the next objectives.
- The result stays in the employee’s history.
The Creasoft solution
Reviews in the same platform.
Templates by role, participants and history, next to time tracking and the employee file.