Human Resources (HR) · Forms

Performance Review Form: Streamline Employee Evaluations with Attain OS

Create polished performance review forms in minutes. Attain OS and Atty AI draft the form from your context—review, customize, and publish fast.

Performance reviews are a cornerstone of employee development, but designing a fair and comprehensive evaluation form can be a headache. Managers often spend hours crafting questions, aligning criteria, and formatting documents—time that could be spent on actual feedback. Attain OS simplifies this by letting you build a performance review form that captures everything from goal achievement to core competencies, all within a single system.

With Attain OS, you don't need to jump between a spreadsheet for criteria, a word processor for comments, and an email to send the form. Instead, you create a dedicated Performance Review form that lives alongside your other HR tools like People, Tasks, and Notes. Plus, the built-in AI agent, Atty, can draft the entire form based on your project context—so you start with a near-finished product, not a blank page.

Real-world scenarios

When to reach for a performance review

Annual Performance Review for a Growing Team

A mid-size company needs to evaluate 50 employees across departments. Instead of using separate spreadsheets for each team, HR creates a single Performance Review form in Attain OS. The form includes sections for goal completion, skill development, and manager comments, with required ratings and open-ended feedback. Atty drafts the initial template using past review criteria, saving weeks of design time.

Quarterly Check-In for Remote Workers

A remote-first startup wants to maintain regular feedback loops. The HR lead sets up a quarterly Performance Review form focused on agility and communication. The form uses a mix of rating scales and checkbox items like 'met deadlines' and 'collaborated effectively.' Atty populates the form with relevant metrics from the employee's task history, so each review is personalized.

Probationary Period Evaluation

A retail chain uses Attain OS to evaluate new hires after 90 days. The form is short but structured: it captures training completion, customer feedback, and supervisor observations. Atty drafts the form based on the role's default competencies, and the manager reviews and publishes it for each employee.

With Atty

How Atty gets you to a near-finished draft faster

  1. 1
    1. Set Up Your Performance Review Form

    Open the Forms app in Attain OS and create a new form. Choose 'Performance Review' as the category—Atty will suggest relevant fields like employee name, review period, self-rating, and manager review. You don't need to start from scratch; Atty drafts a complete form based on common HR practices.

  2. 2
    2. Review and Customize with Atty

    Atty presents a draft with sections for performance criteria (e.g., quality of work, teamwork, innovation) and rating options (1-5 scale). You can add or remove fields, adjust labels, and set required fields. Atty can also rewrite question phrasing to match your company's tone—just ask via the chat.

  3. 3
    3. Publish to Your People

    Once the form is polished, publish it directly to the People app. The form is linked to each employee's profile, so they can fill it out during the review cycle. All responses stay within Attain OS—no third-party tools needed.

Sample output

What you walk away with

A close-to-finished draft — not a blank page. Here's the kind of result the flow hands you, ready to review, tweak, and publish.

Performance Review Form · form

Please complete this evaluation honestly and thoroughly. Ratings are on a scale of 1 (Needs Improvement) to 5 (Exceeds Expectations).

Select the start date of the review period.
1 - Needs Improvement
Consider accuracy, thoroughness, and adherence to standards.
1
How well does the employee collaborate with others?
List major accomplishments during this period.
1 - Unsatisfactory
Key takeaways
  • Create a performance review form in minutes with Atty's AI drafting—no templates needed.
  • Keep all HR data in one place: forms, responses, and employee profiles live within Attain OS.
  • Customize the form for different roles, review cycles, and company culture without extra tools.
FAQ

Frequently asked questions

Can Atty customize the form for different roles, like sales vs. engineering?

Yes. When you ask Atty to draft a Performance Review form, you can specify the role or team. Atty will adjust the competencies and rating criteria accordingly—for example, adding 'Revenue Targets' for sales and 'Code Quality' for engineering.

How do employees access and submit the form?

The form is published within the People app. Each employee sees their assigned form(s) on their profile. They fill it out directly in Attain OS, and responses are stored securely. No external links or emails needed.

Does Attain OS calculate an overall score automatically?

Attain OS does not perform automatic calculations or analytics. However, the form can include a manually entered overall rating field. You review the responses and make your own assessment.

Can multiple managers review the same employee using this form?

Attain OS does not support real-time multi-user collaboration, but you can create separate forms for different reviewers (e.g., self-review, peer review, manager review). Each form is independent and stored under the employee's profile.

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