Template Builder
Configure and save any review structure
Build review templates with the exact components your organisation needs. Include Q&A, OKRs, goals, competencies, and overall ratings. Save once and reuse across every cycle.
Review Templates
Build every review around real performance
Create structured review templates tied to OKRs, competencies, and goals so every review drives honest, consistent, and fair conversations.
Rated 4.7/5 by 500+ Leaders
Trusted by 1,500+ Organizations worldwide
Without vs With Profit.co
What changes when reviews have structure
Most review cycles start from scratch every quarter. Here is what that costs, and what structured templates change.
Without Profit.co
- Reviews built from scratch each cycle, with no consistency across teams
- Feedback disconnected from OKR progress, goals, and real work
- Rating criteria differ by manager, making fair comparison impossible
- No question library means the same questions get rewritten every time
With Profit.co
- Save and reuse templates across Q1, Q2, Q3, and Q4 reviews in seconds
- Every review pulls in live OKR progress, goals, and competency scores
- Consistent rating controls make scores fair and comparable across teams
- A shared question library keeps great questions ready for every cycle
Core capabilities
Everything a fair review needs, built in
Configure once. Run consistently. Every template keeps reviews grounded in real data.
Review Process
Set who reviews whom and how
Configure self assessments, manager reviews, and peer feedback in one template. Retain prior comments across cycles and make comments compulsory so every rating comes with real context.
Competencies and Ratings
Score skills with consistent, fair criteria
Add competencies to any template and choose your rating format. Override competencies at the review level when specific roles need tailored criteria.
Scoring Buckets
Distribute weights across every review component
Set scoring weights for OKRs, goals, competencies, and tasks. Apply scores by review, grade, or department level so every role gets a fair and relevant final score.
More tools, built right in
Every review template comes with additional tools ready to use from day one.
Question Library
Store and reuse questions across every review cycle without rewriting them.
Multi-cycle Templates
Create separate templates for Q1, Q2, Q3, and Q4 to match each cycle’s needs.
Drag-and-drop Layout
Rearrange review components in any order to match your process.
Summary Information
Show score summaries and ratings at a glance so decisions are faster and clearer.
Goals Display Options
Show goals as a combined list or grouped by type during the review.
Advanced Rating Controls
Choose numeric, star, or emoji ratings and control comments at each component level.
The Profit.co Platform
Every People tool in one place
Review Templates sit inside a full suite of People tools built to connect performance, growth, and OKR outcomes.
Performance Reviews
Reviews tied to OKR outcomes
Development Plans
Growth plans linked to team goals
Goals
Individual goals tied to OKRs
1-on-1s
Consistent 1-on-1s with shared agendas
Performance Dashboard
Full team performance at a glance
Calibration
Fair, consistent ratings across teams
OKR, Goals & Multiple Assessment Types
Flexible reviews tied to goals and OKRs
Compensation (Incentive Workbench)
Performance-driven pay decisions, simplified
Performance Execution Suite
Connect Every Review to What Actually Happened.
Performance doesn’t stop at the annual review. Profit.co connects your reviews to OKR progress, task completion, and peer feedback in one platform — not three separate tools.
Strategy Execution
Connect Your Company Strategy to Every Review
Your strategy links to each review so leaders see how every employee’s work supports company goals.
Task Management
See the Real Work Behind Every Rating
Employee tasks during the review period are visible inside their 360 appraisal so managers see the full picture when they rate.
Meetings
Turn Every 1:1 Into a Coaching Conversation
Run every 1:1 and team meeting with OKR progress visible in the sidebar. Decisions stay connected to goals and action items sync automatically to your task board.
See Profit.co Review Templates in action
Book a 30-minute demo and see how Profit.co review templates keep every performance conversation grounded in real OKR progress and fair criteria.
Integrations ecosystem
Connects to the tools
your teams already use
100+ native integrations that keep your data in sync - so teams check in, update progress, and stay aligned without switching apps.
Browse all 100+ integrations →Customer stories
Reviews teams actually trust
“We accomplished nearly 90% of our high-level objectives that we set out at the beginning of the year. And these objectives are our direct lead indicators to the success of the business.”
Mark Hudoba
Executive VP, REHAU Building Solutions
“After implementing Profit.co, our employee participation in goal setting jumped from 60% to 80%, and review cycles became 40% faster. Leaders now have clear, real-time visibility into progress.”
Suganya R.
Senior HR, Toyota Connected India
“For us, the key factor was achieving full alignment between OKRs, projects, and tasks, supported by automation and KPI-driven governance. Profit.co provided a centralized portfolio management system — a single source of truth for all projects.”
David Serra
Head of Transformation & CMO, CELO Industry
Enterprise Grade Security
Keep your company’s data secure and compliant with industry-leading security standards and certifications.
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FAQs
Questions about Review Templates
Everything you need to know before getting started.
A review template is a saved configuration that defines the structure of a performance review. It includes the components to show, such as Q&A, OKRs, goals, competencies, and overall rating, along with rating controls, scoring weights, and participant settings. You build it once and reuse it across every cycle.
Yes. Self-assessment is a configurable participant in every template. Employees complete their own section of the review, and managers see both responses side by side. Comments can be made compulsory so every rating includes written context, for both parties.
Yes. When OKRs are enabled in a template, live OKR progress pulls in directly at the time of the review. No manual entry is needed. The reviewer and employee both see the same real-time data so the conversation stays grounded in what actually happened.
The review reflects the current state of goals at the time it runs. You can also choose to retain comments and ratings from a prior review as a starting point for the next one. This keeps continuity across cycles without locking anyone into outdated targets.
Yes. Profit.co offers a free trial with no credit card required. You can sign up, create your first review template, and invite your team right away.
Most templates are ready in under 30 minutes. You configure basic details, enable the components you need, set participant roles, and define scoring weights. Once saved, the template is ready to use on any new review you initiate.
Yes. Profit.co supports access controls so review content is visible only to the participants involved. Scores, comments, and ratings do not surface to other team members unless your admin explicitly configures broader visibility.
Yes. Profit.co connects with Jira, Slack, Microsoft Teams, Azure DevOps, Salesforce, and many more. Review notifications and reminders reach your team through the tools they already use every day.
Ready to transform execution?
Run reviews every team will trust
Give every performance conversation a structure that is fair, consistent, and grounded in what people actually achieved.
