Lontra HR · Working template
HRBP performance review evidence brief
Prepare a concise reviewable record for an authorized owner when a performance conclusion requires a closer evidence check.
Use this worksheet with a fictional example first, then adapt it to your organization’s process. Keep personal or confidential information in your authorized systems.
- State one review question and confirm who can see the brief.
- Use references that authorized reviewers can inspect in the approved workspace.
- Keep each conclusion proportionate to its source coverage and preserve disputed context.
- Assign specific evidence checks and record the next accountable handoff.
Click a cell to edit it locally. Print or save as PDF to keep your completed copy. Changes are not sent to a server.
| Brief field | Entry or worked example | Permitted reference or basis | Open check or owner |
|---|---|---|---|
| Question and owner | [Defined review question, period and decision owner] | [Request and applicable process] | [Confirm authority and audience] |
| Responsibilities timeline | [Expectation and date it applied] | [Approved role or objective record] | [Resolve changed or disputed scope] |
| Supported observation | Fictional example. A reviewed handover has an unresolved approval field. | [Permitted handover reference] | [Confirm responsibility for that field] |
| Broader claim to check | Fictional example. Similar gaps reportedly occurred across the period. | [Further examples needed] | [Manager to identify dated cases] |
| Employee account | [Correction, context or differing account] | [Employee input in agreed process] | [What fact can clarify the difference?] |
| Evidence limits | [Missing dates, roles or unverified interpretation] | [Source ledger] | [Specific check and responsible role] |
| Summary review | [Decision-relevant claims checked and corrections made] | [Reviewer and date] | [Outstanding checks] |
| Handoff | [Decision needed, version and preparation date] | [Brief owner] | [Action owners, return date and communication route] |
Prepared by Lontra HR Editorial · 10 November 2026 · Editorial review copy. Filled examples, where present, are fictional and demonstrate the method.