What Is the Best Way to Manage HR Performance Reviews? | Your Guide to Digitizing the Process

Dealing with performance reviews can be quite a challenge for HR managers. Old-fashioned paper-based processes often cause problems like inefficiency and errors, which can be really frustrating. Luckily, there’s a better way to handle this important HR task—by going digital.

By digitizing performance reviews, you can make the entire process smoother, more accurate, and easier to access. This guide will show you how to manage HR performance reviews using digital tools like Foxit PDF Editor.

Why Performance Reviews Matter

Performance reviews play a critical role in employee development and organizational growth. They allow employees to get feedback, set goals, and discuss their careers. Regular review schedules help employees see what they’re good at and what they can work on, which is a win-win for everyone. Plus, they ensure everyone is moving in the same direction to help the company succeed.

Common Pitfalls of Paper-Based Reviews

Dealing with traditional paper-based performance reviews can take a lot of work. They often take up a lot of time, are prone to errors, and can be hard to keep track of. Paper documents can easily get lost or damaged, leading to the loss of important information or potential security issues. What’s more, manually filling out, distributing, and filing paper forms can be time-intensive and inefficient. There’s also the environmental impact of using so much paper to consider, which is why digital solutions are becoming more popular.

Why Go Digital?

Digitizing performance reviews offers several significant advantages:

  • Efficiency and Accuracy: Using digital reviews completes things faster and reduces errors. Automation helps cut down on manual data entry, which means fewer mistakes.
  • Accessibility and Storage: Digital documents make storing and finding what you need simple, so you don’t have to worry about physical storage space. You and your team can access reviews whenever and wherever you are.
  • Integration: Digital performance reviews can easily work together with other HR systems, like payroll and attendance, to provide a complete picture of employee performance.
  • Environmental Impact: Reducing paper usage helps the environment and aligns with today’s sustainable business practices.

Selecting the Best Software for Your Needs

When it comes to successful digitization, picking the right software is critical. Foxit PDF Editor, for instance, is an excellent tool for handling digital performance reviews because it’s equipped with all of the features needed for busy HR teams.

When choosing a digital tool, make sure to keep an eye out for these fundamental features:

  • Ease of Use: The software should be easy for HR managers and employees to use so they can navigate it without needing much training.
  • Customization: Customization options with any software choice are essential to stay aligned with your company’s brand and to match other requirements.
  • Security: PDF software should have robust security features to protect sensitive employee information.
  • Collaboration: Be sure to look for tools enabling collaboration and real-time feedback to promote smooth processes.
  • eSignatures: It’s no secret that HR paperwork generally requires a lot of signatures. Choosing a PDF Editor option with incorporated eSigning capabilities will help keep the entire paperwork process lightweight and digital.
  • Integrations: You want your PDF app to fit in smoothly with the apps you and your team already use, not the other way around. Choosing a solution that works frictionlessly with your favorite solutions, like Salesforce HR Cloud, is essential.

How to Get Started

Step 1: Setting Up Digital Templates: Start by using Foxit PDF Editor to create customized performance review templates. These templates should have sections for employee information, performance metrics, feedback, and goal-setting.

Bonus Tip: PDF Editor solutions like Foxit allow you to import your most-used templates from other apps, such as DocuSign.

Step 2: Collecting and Inputting Data: Don’t forget to collect important performance information from different sources like self-assessments, peer reviews, and manager evaluations. Then, make sure to enter this data into the digital templates.

Step 3: Conducting the Review: You can schedule virtual meetings, share documents in real time, and use Foxit PDF Editor to make notes and comments during the review.

Step 4: Storing and Accessing Reviews: Save all finished reviews in a digital storage space, such as a cloud document management system or simply within Foxit PDF Editor desktop or cloud editions. This will make it effortless for both employees and managers to find and refer back to them when needed.

Step 5: Analyzing and Reporting: Use digital AI tools like Foxit’s integrated AI Chat to summarize and compile collected data quickly.

Tips for Success

Consistent Formats: Use standardized templates to ensure consistency across all reviews.

Clear Objectives: Set clear, measurable goals and expectations for employees.

Regular Feedback: Encourage continuous feedback throughout the year, not just during standard reviews.

Training: Provide training to managers and employees on how to use digital tools effectively.


Making the switch to digital can help HR managers save time, manage data more effectively, and create a better experience for employees. Tools like Foxit PDF Editor can streamline the review process and improve accuracy. By going digital, HR departments can spend more time on strategic initiatives and less time on administrative tasks.

Why not give digital performance reviews a try and see the positive impact on your organization?

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