{% extends "base.html" %} {% load static %} {% block title %} {% if form.instance.id %}Edit{% else %}Create{% endif %} Performance Review | HR Management {% endblock %} {% block css %} {% endblock %} {% block content %}

{% if form.instance.id %}Edit{% else %}Create{% endif %} Performance Review

{% if form.instance.id %}Edit{% else %}Create{% endif %} Performance Review

{% if form.errors %}
Please correct the errors below:
    {% for field in form %} {% for error in field.errors %}
  • {{ field.label }}: {{ error }}
  • {% endfor %} {% endfor %} {% for error in form.non_field_errors %}
  • {{ error }}
  • {% endfor %}
{% endif %}
{% csrf_token %}
Basic Information
{{ form.employee }} {% if form.employee.errors %}
{{ form.employee.errors }}
{% endif %}
{{ form.reviewer }} {% if form.reviewer.errors %}
{{ form.reviewer.errors }}
{% endif %}
{{ form.review_type }} {% if form.review_type.errors %}
{{ form.review_type.errors }}
{% endif %}
{{ form.status }} {% if form.status.errors %}
{{ form.status.errors }}
{% endif %}
{% if form.period_start.errors or form.period_end.errors %}
{{ form.period_start.errors }} {{ form.period_end.errors }}
{% endif %}
{{ form.due_date }} {% if form.due_date.errors %}
{{ form.due_date.errors }}
{% endif %}
Performance Categories
{% if categories %} {% for category in categories %}
{% endfor %} {% endif %}
Goals and Achievements
{% if goals %} {% for goal in goals %}
{% endfor %} {% endif %}
Strengths and Areas for Improvement

Enter one strength per line

{{ form.strengths }} {% if form.strengths.errors %}
{{ form.strengths.errors }}
{% endif %}

Enter one area per line

{{ form.areas_for_improvement }} {% if form.areas_for_improvement.errors %}
{{ form.areas_for_improvement.errors }}
{% endif %}
Development Plan
{{ form.development_plan }} {% if form.development_plan.errors %}
{{ form.development_plan.errors }}
{% endif %}
Comments
{{ form.reviewer_comments }} {% if form.reviewer_comments.errors %}
{{ form.reviewer_comments.errors }}
{% endif %}
{{ form.employee_comments }} {% if form.employee_comments.errors %}
{{ form.employee_comments.errors }}
{% endif %}
Overall Score
{{ form.overall_score }} /5
Leave blank to calculate automatically from categories
{% if form.overall_score.errors %}
{{ form.overall_score.errors }}
{% endif %}
{{ form.completion_percentage }} %
Only applicable for In Progress reviews
{% if form.completion_percentage.errors %}
{{ form.completion_percentage.errors }}
{% endif %}
Attachments
{{ form.attachments }}
You can upload multiple files (PDF, Word, Excel, etc.)
{% if form.attachments.errors %}
{{ form.attachments.errors }}
{% endif %}
{% if existing_attachments %}
Existing Attachments
{% for attachment in existing_attachments %} {% endfor %}
{% endif %}
Cancel
Help & Guidelines
Performance Review Process

Follow these steps to complete a performance review:

  1. Fill in the basic information
  2. Add performance categories and ratings
  3. Document goals and achievements
  4. Identify strengths and areas for improvement
  5. Create a development plan
  6. Add comments from both reviewer and employee
Rating Scale
  • (5) - Excellent
  • (4) - Good
  • (3) - Average
  • (2) - Needs Improvement
  • (1) - Poor
Tips for Effective Reviews
  • Be specific and provide examples
  • Focus on behaviors, not personality
  • Balance positive feedback with areas for improvement
  • Set clear, measurable goals
  • Create actionable development plans
Review Status

The review status determines the workflow:

  • Draft - Initial creation, not visible to employee
  • In Progress - Review is being conducted
  • Completed - Review is finalized and locked
  • Overdue - Past due date, requires attention
{% endblock %} {% block js %} {% endblock %}