HR & People Ops Performance Review Template

A complete performance review template for HRBPs, recruiters, and HR managers. Connects people programs to business outcomes—not just whether the process ran.

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HRBP Track (HR Business Partner / Senior HRBP)

HRBP Template

1. Business Partnership Quality

How much business leaders rely on this HRBP for talent decisions. Degree to which HR is consulted proactively vs. reactively.

ExceedsBusiness leaders proactively ask for HR input before major decisions. HRBP is seen as a strategic partner, not a compliance resource. Consulted on org design and leadership effectiveness.
MeetsEffective partner to business leaders. Consulted on talent decisions. Escalations are handled well and proactively.
BelowBusiness leaders manage talent decisions without HR involvement. HRBP is perceived as a compliance function. Issues surface after they've become serious.
Example phrases:
  • "VPs in their client group describe them as a true thought partner—the first call, not the last resort."
  • "Identified and managed a leadership effectiveness issue 6 months before it would have led to team attrition—proactive at its best."

2. Org Health Outcomes

Retention, engagement, and flight risk trends in their client group. Are people programs moving the metrics they're designed to move?

ExceedsAttrition in client group is below company average. Engagement scores are improving. Confirm flight risk alerts lead to proactive interventions that work.
MeetsRetention at company average. Programs are running on time. Employee concerns surface and are addressed in a timely manner.
BelowAttrition above average in client group. Programs are completing but not moving metrics. Issues surface after they escalate.

3. Manager Effectiveness

Quality of manager coaching and development in their client group. Are managers improving at people decisions?

ExceedsManagers in their client group handle difficult conversations independently. Manager effectiveness scores improve year-over-year. New managers ramp faster.
MeetsManagers are coached effectively. Common issues are handled with HR guidance. Development conversations happen consistently.
BelowManagers escalate most people issues to HR. Low confidence in handling feedback or performance management independently.
Recruiter Track (Recruiter / Senior Recruiter / TA Manager)

Recruiter Template

1. Hiring Speed & Efficiency

Time-to-fill, pipeline velocity, and interview process efficiency.

ExceedsTime-to-fill below team average across role types. Pipeline is always full. Interview processes run efficiently with clear communication at every stage.
MeetsTime-to-fill within acceptable range. Pipelines are maintained. Interview coordination is reliable.
BelowRoles sit open longer than expected. Pipeline frequently thin. Interview coordination creates candidate experience issues.
Example phrases:
  • "Filled 12 engineering roles in Q3 with an average time-to-fill of 28 days—18% below team average despite the competitive market."

2. Quality of Hire

Offer acceptance rate, 90-day retention, and hiring manager satisfaction with candidates placed.

ExceedsOffer acceptance rate above 90%. Hires stay and perform well at 6 months. Hiring managers request to work with this recruiter specifically.
MeetsOffer acceptance rate healthy. 90-day retention of hires is solid. Hiring manager satisfaction is positive.
BelowOffer declines are above average. Early attrition in the first 90 days. Hiring manager feedback is mixed.

3. Stakeholder Partnership

Quality of recruiter relationship with hiring managers. Consultation quality and expectation management.

ExceedsHiring managers describe them as a true partner in the process. Pushes back constructively on unrealistic expectations. Manages executive stakeholders effectively.
MeetsHiring managers are kept informed. Expectations are managed. Feedback loops are in place.
BelowHiring managers feel uninformed or unheard. Expectation mismatches surface late. Relationship friction affects search quality.
Manager Track (HR Manager / VP People / CHRO)

HR Manager Template

1. People Function Impact

Business impact of the HR function. Are HR programs moving retention, engagement, and manager effectiveness metrics?

ExceedsHR is viewed as a competitive advantage. Retention, engagement, and manager effectiveness metrics are improving year-over-year. Leadership considers HR a strategic function.
MeetsHR programs run on time with adequate adoption. Metrics are tracked. Business leaders respect the HR function.
BelowHR is seen as a compliance overhead. Programs complete but metrics don't move. Business leaders solve people problems without HR.

2. HR Team Development

Growth of direct reports. Flight risk and retention within the people team itself.

ExceedsHR team members are growing and promoted. Low attrition. Top HR talent stays and refers peers. Confirm flight risk is healthy within the team.
MeetsTeam development is structured. Attrition at company average. Promotions paced reasonably.
BelowHR team has high turnover—which is particularly visible and damaging for a people function. No structured career path.

HR reviews that measure what HR is supposed to move.

Confirm gives HR leaders the data to show business impact—retention trends, flight risk signals, manager effectiveness scores—so HR performance reviews are grounded in outcomes, not program checklists.

80%
time saved on performance reviews
3mo
early flight risk detection
98%
review completion rate
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