Template

Employee Review Meeting Checklist

by Kelli Crockard, from the Community

This employee review meeting checklist helps managers run structured, productive reviews with staff. Capture meeting details including date, location, and attendees; take comprehensive notes; attach or reference supporting documents; and document any follow up actions required. Sections also include confirmation via signatures to ensure accountability. Ideal for HR and team leads conducting regular performance conversations across any industry, this template standardizes review documentation and improves continuity between meetings.

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Employee Meeting Form Template
Use this meeting form to record employee discussions, including purpose, attendees, notes, agreed actions, and signatures. Standardize documentation across teams, track follow ups, and maintain a clear audit trail for HR conversations, performance reviews, and coaching sessions. Ideal for managers and HR to capture decisions, responsibilities, and due dates.
by Kelli User, from the Community
Downloads: 10+
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Template
Meeting Form Template
This meeting form template helps managers and team leads document staff discussions in a consistent, compliant way. Capture meeting date, attendees, purpose, detailed notes, and defined action items, then finalize with signatures and timestamps. Attach supporting evidence where needed. Ideal for HR conversations, performance check-ins, one-on-ones, and incident follow-ups across any department. Customize the checklist to match your process and organizational policies.
by Kelli User, from the Community
Downloads: 0
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Template
Meeting Form V1.0 April 2022
Use this meeting form template to capture the essentials of any meeting, including company, location, date, attendees, and meeting purpose. Record key decisions, actions, and approvals with participant signatures to improve accountability and compliance. The structure helps teams standardize meeting documentation and maintain consistent records across departments and projects. Suitable for any industry and team type, this template makes it easy to prepare agendas, document outcomes, and follow up on next steps.
by Kelli User, from the Community
Downloads: 0
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Template
Team Industries Meeting Notes Template
This meeting notes template from Team Industries helps manufacturing teams capture the essentials of every meeting. Record meeting name, date and time, type, and location, including common rooms like main conference, training, HR or engineering. List the organizer and attendees, then document discussion across multiple topics with clear, structured sections. Track follow-up with dedicated action items, owners, and due dates to ensure accountability and on-time completion. Ideal for engineering, safety, and operations meetings, this simple form standardizes how notes are taken and shared across the organization.
by Nicholas Dufek, from the Community
Downloads: 10+
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Employee Review Meeting Checklist

About author

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