Salesforce Performance Review Template for Human Resources & Administration
Auto-generate Performance Reviews directly from Salesforce - employee name, department, review period, goals, and other details populated automatically from your Contact and custom HR object records.
Generate up to 100 documents for free.
Get the full template
Enter your email to receive the complete Employee Performance Review Word template - ready to customize and use immediately.
Open & customize in Word
Open your template in Word, add branding, adjust content, and insert merge fields from the 360 SmartDocs Word add-in panel.
Merge live Salesforce data
Connect the template to live Salesforce field data so names, dates, amounts, and other record details fill in automatically.
Generate from Salesforce
Create the final Word or PDF document in one click from a record or trigger it through Flow in seconds.
About this Salesforce Performance Review Template
This Salesforce performance review template is purpose-built for Human Resources & Administration teams that need to generate consistent, professionally structured performance review documents directly from Salesforce records – without manually re-entering details. When connected to 360 SmartDocs for Salesforce HR document automation, every field, from employee name to review period, populates automatically from your live Salesforce Contact and custom HR object data.
When to use this template
- Annual or bi-annual performance appraisal cycles for all employees managed within Salesforce
- Quarterly check-in reviews for employees on performance improvement plans linked to Salesforce records
- Probation period completion reviews generated from Salesforce Contact records
- New manager onboarding reviews where employee performance history is stored in Salesforce custom objects
- Bulk performance review generation for entire departments or teams from Salesforce list views at appraisal season
Customizing this Salesforce performance review template
Open the template. Adjust competency categories and rating scales to reflect your company performance framework, update goal setting sections to match your OKR or KPI structure and add other details. Leave all {placeholder} fields exactly as-is, 360 SmartDocs maps these to your Salesforce fields automatically.
Use cases & Salesforce integrations
Bulk performance review generation at appraisal season
At annual or bi-annual appraisal time, bulk performance review generation in Salesforce is one of the most impactful use cases for 360 SmartDocs. Select your entire employee list from a Salesforce Contact list view and generate personalised performance review documents in a single bulk action.
Probation review automation
Use 360 SmartDocs with Salesforce Flow to automatically generate a probation period performance review when an employee Contact record's probation end date field is reached.
Link performance review to salary review and increment workflow
Map your Salesforce performance review template to custom HR performance and compensation objects in Salesforce – connecting review ratings directly to salary review recommendations and increment calculations.
Automate & Generate Performance Reviews Documents within Salesforce
Generate performance reviews, offer letters, employment contracts, and Salesforce HR document templates directly from any Salesforce record - in seconds, not hours.
- Free trial – up to 100 documents
- Salesforce-native – works with any object or field
- PDF + Word document output
- Trigger via button or Salesforce Flow
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