Skip to content
UBT Useful Business Tools

Run a 90-day performance review at a live desk

Build a free 90-day performance review with 30/60/90 clocks, goals, weighted ratings, a development plan, recommendation, audit checks, and CSV or print export. No signup.

🔒 100% Client-Side Private 🕒 30/60/90 Target Clocks 📊 Weighted Competencies 📋 Action Plan Tracker 🚫 No Signup Required

90-DAY PERFORMANCE REVIEW

Employee Growth & Probation Desk

1. Review Header Information

2. Objectives & Goals

Track up to 8 core objectives established during the review period.

3. Role Competencies

Rate individual competencies from 1 (unacceptable) to 5 (exceptional). Weights must sum to 100%.

4. Key Talents & Growth Areas

5. Development Action Plan

Map out up to 6 concrete, time-bound action steps for the next period.

6. Recommendation & Sign-Off

Suggested based on scores: —

Raw Review Text Record

 

Guide: Designing & Administering Introductory Performance Reviews

Introductory reviews—conducted at milestones such as 30, 60, or 90 days—align a new team member and the business on expectations, core job skills, and initial objectives. By implementing a structured, rating-based review desk, managers reduce subjective evaluation bias and ensure clear, actionable outcomes.

Understanding the Scorecard & Target Clocks

This assessment engine calculates key metrics automatically based on your inputs:

Establishing Suggested Recommendation Bands

The system computes a suggested hiring action based on both competency scores and objective milestones to ensure structural consistency:

Probation Review Best Practices

  1. Communicate Milestones Early: Agree on expectations and core competency weights during the onboarding phase. Introduce the checklist format immediately so the employee knows how performance is measured.
  2. Document Specific Incidents: Provide examples in the comments area for competency ratings. Back up ratings with objective observations, avoiding generic feedback.
  3. Separate Objectives from Competencies: An employee may possess strong job knowledge (competency) but fall behind on a specific process change (objective) due to external delays. Evaluate both sections independently to isolate growth needs.

Disclaimer: This assessment builder is an operational organizer and dashboard. It does not constitute legal counsel, employment advice, or human resources advisory services. Do not enter sensitive identifiers, social security numbers, medical records, or salary details on this desk. Check your local regulations and company handbook for specific compliance.

Frequently Asked Questions

What is a 90-day performance review?

A 90-day performance review is an operational assessment conducted at the end of a new hire's introductory or probationary period to evaluate goal progress, core competencies, and determine future role fit.

Does this review tool save employee data online?

No. All entered data, reviews, and draft logs are stored locally in your browser's session and storage. No information is transmitted to external servers, protecting employee privacy.

How is the suggested recommendation calculated?

The suggested recommendation is determined by combining the overall competency score and goal statuses. Higher scores with no missed goals suggest continuing in the role, while lower scores or missed goals suggest extra training or extending the review.

Can I export the completed review?

Yes. You can download the entire evaluation as a CSV file for spreadsheet analysis, copy the summary text to your clipboard, or print the page to save as a PDF.

What is the completeness check?

The completeness score tracks whether all required fields (such as employee name, manager name, dates, at least four competencies, and one goal) are filled out. This ensures the review package is fully documented before signing.

Related Payroll & Hiring Desks