HR Performance Review Tips

Instructor: Brianna Whiting

Brianna has a masters of education in educational leadership, a DBA business management, and a BS in animal science.

This lesson offers tips to help employees prepare for and participate in performance reviews. The lesson also explores SMART goals, which are a tool for managers and employees to use to define performance expectations.

A First Look at HR Performance Review Tips

If you've ever held a job, you've probably gotten feedback on how well you're doing the job. In many companies, a periodic performance review is required by Human Resources (HR) where a manager or supervisor sits down with an employee to discuss how well the employee is doing the job.

Have you ever been stressed when review time comes? It's normal to feel some stress because a performance review may determine whether you will be able to keep your job, whether you will be considered for advancement, or if you will be eligible for a possible raise.

To reduce your stress, it's a good idea to prepare for your performance review. This lesson offers tips to prepare for and participate in a review and create clear goals for the upcoming year.

Tips for Your Performance Review

Following are some important tips and considerations to help you have a successful performance review.

  • Understand your role. If you know what is expected of you both on the job and during the review, you will be better prepared to succeed. If however you do not know or are uncertain about your role, it is important to find sources that can clarify it for you. For example, you can look at a job description, conduct research, or even ask managers or other employees.
  • Engage in the process. When you care about your job, it shows. For instance, in your performance review, actively participate in setting goals to show initiative and ask for guidance on what is expected. Your manager will appreciate your commitment to the job and you will be able to capitalize on your earning potential.
  • Set a mission. If goals are set during a review, you can use those goals to guide your work year. You can understand expectations and track progress. For instance, if you know what your yearly goals are, you can make adjustments to your work accordingly to meet those goals. Tracking progress toward your goals then helps to show the progress you have made in achieving them.
  • Document accomplishments. If you document your work, then you can show your accomplishments and success. Documentation also helps you show milestones that you have reached. For example, you might write down an accomplishment like cutting costs on shipping.
  • Be open to training. If you indicate that you are willing to get additional training, then the company will see that you are serious about improving yourself and your work. For example, if you want to advance to the next level, you might enroll in courses that will prepare you for your promotion while showing your company that you are valuable and motivated to learn.
  • Stay positive. When you are positive about your job and your experiences, employers will perceive you as easy to work with and willing to be flexible when needed. For instance, remaining positive when a project takes more time than expected and spending a few hours after work to finish the project show an employer that you are a hard worker and a valuable employee.


As you can see, preparing well for a performance review actually is an ongoing process through the year. Planning and setting goals at the prior year's review may make the difference between an okay review and an excellent review. This section will look at SMART goals and how they can be used to help attain a great review.

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