Portal template
Probation & Performance Reviews
3rd- and 5th-month probation reviews scheduled from each hire date, annual reviews, ratings and regularization recommendations — plus required training — so no one reaches six months without a decision.
- Dashboard
- Reviews
- Training
- Employees
- Reports
Reviews Due in 30 Days
33
Overdue Reviews
47
Average Rating
242
Training Completion
92.5%
Reviews Coming Up
Want to click around? Open the live demo — approve requests, add records and try it with your own spreadsheet.
What's included
Employees — included
Team members, teams, roles and status. The base most other modules build on.
Reviews — included
Probationary (3rd and 5th month) and regular performance reviews — due dates, rating, recommendation — so no one passes six months without a regularization decision.
Training — included
Courses assigned to each agent — onboarding, product, compliance — with due dates, scores and completion.
Reports — included
Standard reports and exports built from the portal's own data.
Who uses it
- HR Manager
- Manages the portal and its users. Sees Employees, Reviews, Training, Reports.
- Supervisor
- Sees Employees, Reviews, Training.
Bring your spreadsheet
Already tracking this in Excel or Google Sheets? These are the columns the portal understands.
Employees
- Employee ID
- Name
- Team
- Status
Reviews
- Employee ID
- Review
- Due Date
- Reviewer
- Rating (1–5)
- Recommendation
- Status
Training
- Employee ID
- Course
- Type
- Due Date
- Score
- Status