Employee Performance Review Salary

Salary Employee Performance Review & Ratings Dashboard

Evaluate performance. Document results. Develop your people. Track progress over time.

Create a more consistent and meaningful performance review process for your salaried employees with this comprehensive Excel performance management system.

The Salary Employee Performance Review & Ratings Dashboard combines a professional annual evaluation with historical ratings tracking and an interactive dashboard—giving managers and business owners a better way to evaluate current performance while seeing how performance changes over time.

Comprehensive Annual Performance Review

Evaluate salaried employees across 11 professional performance areas, including:

• Results & Goal Achievement
• Job Knowledge & Expertise
• Quality & Continuous Improvement
• Judgment & Decision-Making
• Ownership & Accountability
• Communication & Influence
• Collaboration & Inclusion
• Leadership & People Development
• Adaptability & Innovation
• Customer / Stakeholder Focus
• Integrity & Compliance

Each competency includes a clear performance expectation to help managers evaluate employees using job-related criteria rather than relying on vague or inconsistent ratings.

Built-In 5-Point Rating Scale

Evaluate performance using a consistent scale:

5 — Exceptional
4 — Exceeds Expectations
3 — Meets Expectations
2 — Needs Improvement
1 — Unsatisfactory

The workbook automatically calculates the employee's average performance score and overall rating.

Document More Than a Score

A meaningful performance review should do more than assign a number.

The annual evaluation includes dedicated sections for:

✓ Key accomplishments and business impact
✓ Strengths and leadership contributions
✓ Development priorities and support needed
✓ Goals and success measures for the next review period
✓ Action plans and resources
✓ Target dates
✓ Employee comments
✓ Employee and manager signatures

Track Performance Year Over Year

The included Ratings History worksheet allows you to maintain a historical record of completed employee reviews.

Track:

• Review year
• Employee
• Department
• Manager
• Individual competency ratings
• Overall performance score
• Overall rating
• Year-over-year change

This creates a centralized performance history rather than leaving valuable review information scattered across individual files.

Performance Ratings Dashboard

Turn your review data into meaningful HR information with the included dashboard.

Monitor:

• Number of completed reviews
• Average organizational rating
• Employees rated Exceeds Expectations or above
• Employees rated Needs Improvement or below
• Distribution of performance ratings
• Organization-wide performance trends
• Individual employee performance trends over multiple years

Select an employee to view their historical performance and identify changes in ratings over time.

Great For:

Small and midsize businesses • Professional services • Office environments • Managers • HR professionals • Business owners • Growing organizations • Companies without a dedicated HR department

What's Included

3 integrated Excel worksheets:

✓ Salary Exempt Employee Performance Review
✓ Employee Ratings History
✓ Performance Ratings Dashboard

Digital Product

This is a downloadable Microsoft Excel workbook. No physical product will be shipped.

The workbook is customizable so you can adapt the performance criteria, goals, expectations, and review process to fit your organization.

Evaluate consistently. Document accomplishments. Develop employees. See performance trends over time.

Important: This template is provided as an HR documentation and performance management tool. Employers are responsible for ensuring their performance management practices and employment decisions comply with applicable company policies and federal, state, and local employment laws.