How to Use PostSheet for Personalized Internal Performance Reviews or Check-Ins

Performance reviews and employee check-ins are essential — but they’re also notoriously time-consuming to manage, especially across growing teams.

Templates get reused. Feedback gets generic. Follow-up falls through the cracks.

With Google Sheets + PostSheet, you can send personalized, thoughtful internal reviews or check-in summaries in minutes — helping you streamline HR and ops without sacrificing quality or care.

Here’s how to do it.

💬 Why Personalization Matters in Reviews & Check-Ins

Even if you have standardized processes, employees want to feel:

✅ Seen for their individual contributions
✅ Spoken to, not spoken at
✅ Clear on next steps or expectations
✅ Supported by leadership or management

A message that feels like it was written just for them goes a long way — and with PostSheet, you can scale that across your entire team.

🗂 Step 1: Build Your Review Tracker in Google Sheets

This can be done by HR, people ops, or team leads. Your sheet might look like:

Employee NameEmailManager NameReview PeriodWinsGoalsFeedback HighlightsNext Steps
Jamie Wongjamie@email.comAlex RiveraQ1 2025Launched V2, improved onboardingLead Q2 GTM, increase retentionStrong communicator, high impactSchedule leadership coaching
Alex Riveraalex@email.comTaylor BrooksQ1 2025Revamped CRM process, closed 3 dealsMentor junior repsExcellent executionExplore stretch project

You can also track status (e.g. “Drafted”, “Sent”, “Needs Follow-Up”).

📝 Step 2: Write a Review Summary Template in PostSheet

Here’s a message that blends structure with personalization:

css

Copy

Subject: Your Q{{Review Period}} Review Summary

Hi {{Employee Name}},

Thanks again for all your work this past {{Review Period}}. I wanted to share a quick recap of our check-in and highlight a few key points:

**Wins:**  

{{Wins}}

**Feedback Highlights:**  

{{Feedback Highlights}}

**Goals Going Forward:**  

{{Goals}}

**Next Steps:**  

{{Next Steps}}

If you have any questions or would like to revisit anything, feel free to reach out. Excited to keep building with you!

– {{Manager Name}}

You can tailor this template by department, level, or even language preference.

📬 Step 3: Generate and Send the Reviews

  1. Connect your spreadsheet to PostSheet
  2. Map the relevant fields
  3. Preview every email — make final tweaks if needed
  4. Send them individually or in batches
  5. Optional: Attach a PDF copy of the summary (PostSheet can generate that too!)

This makes it easy to deliver 5, 50, or 500 reviews without endless copying and pasting.

🧠 Bonus: Use for Ongoing Monthly or Quarterly Check-Ins

You can reuse this same setup for lighter-weight check-ins:

EmployeeEmailMonthFocus AreaFeedbackAction Items
Jamiejamie@email.comMarchPrioritizationImproved, still growingFocus on scoping early

This works great for:

  • Remote team check-ins
  • Manager-to-report communications
  • HR-driven pulse updates
  • Post-promotion reviews

📈 Why PostSheet Works for People Ops

ProcessPostSheet Benefit
Performance reviewsStandardized + personalized delivery
Manager feedback summariesEasy to write once, send many
Quarterly goals recapPull from tracking sheets instantly
Recognition or milestone messagesFeels personal at any scale
Action item follow-upsTrackable and repeatable

You spend less time formatting and more time supporting.

✅ Final Thoughts: Bring a Human Touch to Internal Communication

People want to know that their work is seen — and that their growth matters.

PostSheet helps you scale meaningful internal communication that goes beyond templated HR language. You don’t need a performance management platform to get it right. You just need a spreadsheet and a little thoughtfulness.

Start sending better reviews and check-ins →
Try PostSheet free

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