Annual Performance Review
Generate a comprehensive, fair annual performance review. Follow the steps — each section appears as you go so you only see what you need.
Step 1 — Supporting Documents
Which documents do you have? Select all that apply — Sage will use them to make the review more specific and accurate. All are optional.
No problem — fill in the details in the steps below and Sage will build the review from your inputs.
📄
Upload a File
Upload your document file.
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Paste Sage-generated content.
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Paste / Type
No file — enter content below.
📄
Upload a File
Upload your document file.
Used Sage Already?
Paste Sage-generated content.
✍️
Paste / Type
No file — enter content below.
📄
Upload a File
Upload your document file.
Used Sage Already?
Paste Sage-generated content.
✍️
Paste / Type
No file — enter content below.
📄
Upload a File
Upload your document file.
Used Sage Already?
Paste Sage-generated content.
✍️
Paste / Type
No file — enter content below.
Step 2 — Employee & Review Information
Add supervisor, department, review period & tenure
Employment type
Full-time
Part-time
Seasonal
Step 3 — Goal Review & Performance
How did the employee perform against goals this year?
Overall goal achievement
All goals met or exceeded
Most goals met
Some goals met
Goals not met
Goals not formally set
▼ Add goal highlights, gaps & notable accomplishments
Goal highlights — what was accomplished?
Tip: Bullet points or short notes work great — Sage will develop these into polished narrative.
Goals that fell short — what wasn’t achieved and why?
Tip: Bullet points or short notes work great — Sage will develop these into polished narrative.
Notable accomplishments beyond core goals
Tip: Bullet points or short notes work great — Sage will develop these into polished narrative.
Performance areas to evaluate — defaults are pre-selected. Expand to customize.
Included by default:
Job knowledge
Quality of work
Productivity
Reliability
Safety compliance
Communication & teamwork
PPE compliance
Physical performance
▼ Customize performance areas
Standard areas
Job knowledge & technical skills
Quality of work
Productivity & efficiency
Reliability & attendance
Safety compliance
Communication & teamwork
Initiative & problem-solving
Adaptability & flexibility
Leadership & mentoring
Customer / client interaction
Professional development
Horticulture-specific areas
Safety record & PPE compliance
Physical performance & endurance
Plant care quality
Equipment operation & care
Seasonal adaptability
Chemical handling compliance
Certification & license progress
Pest & disease identification
Irrigation & water management
Custom evaluation items (optional)
Tip: Bullet points or short notes work great — Sage will develop these into polished narrative.
Step 4 — Observations & Goals for Next Year
Key strengths this year (optional)
Tip: Bullet points or short notes work great — Sage will develop these into polished narrative.
Areas for improvement (optional)
Tip: Bullet points or short notes work great — Sage will develop these into polished narrative.
Add next year goals & career development notes
Goals for the upcoming year (optional — Sage will suggest if left blank)
Tip: Bullet points or short notes work great — Sage will develop these into polished narrative.
Career development discussion notes (optional)
Sage will incorporate these into the forward-looking section of the review.
Recommended support or training (optional)
Tip: Bullet points or short notes work great — Sage will develop these into polished narrative.
Step 5 — Settings, Decision & Output
Rating scale
1-5 Scale
1-10 Scale
Exceeds / Meets / Below
Narrative only
Tone
Supportive & Constructive
Professional & Formal
Direct & Results-Focused
Overall rating (optional)
Outstanding
Exceeds Expectations
Meets Expectations
Needs Improvement
Unsatisfactory
Add compensation decisions & document settings
Anything else to include or emphasize? (optional)
What do you need Sage to generate? Select all that apply.
Full Review Document default
Complete review with all selected areas, ratings, and next year goals.
Summary Scorecard
A one-page snapshot of ratings across all areas.
Employee Feedback Letter
A letter written directly to the employee covering highlights and next steps.
Next Year Goals Plan
A standalone goals document to kick off the new review period.
Improvement Plan
A structured plan for addressing performance gaps.
Full Package — Everything
All documents in one complete annual review toolkit.
🔖 Part of the Sage HR Workflow: Onboarding Planner → 30-60-90 Day Plan → 90-Day Evaluation → Annual Performance Review .
Generate My Annual Review with Sage ›
Sage is here to help, but always give your output a quick review. AI-generated content should be checked for accuracy, completeness, and fit before publishing or sharing. Sage outputs your content as text — copy and paste it into Word, Google Docs, email, or any tool you use to finalize and send.
