Managing Guard Performance Reviews

This article is for Administrators and Company Admins.

Regular performance reviews help you recognize strong performers, support guards who need development, and maintain a documented record for HR and compliance purposes. Attlock's performance review tools let you build structured review templates, schedule reviews, collect supervisor feedback, and track outcomes — all within the platform.

Where to Find Performance Reviews

Navigate to Team → Guards → [Guard Name] → Performance to view a single guard's review history. For a company-wide view, go to Team → Performance Reviews.

Creating a Review Template

Before scheduling reviews, create a template that defines the criteria and rating scale.

1. Go to Settings → HR → Performance Review Templates.
2. Click New Template.
3. Give the template a name (e.g., "Quarterly Guard Review", "Probation Review").
4. Add Review Criteria — each criterion has:
   • A name (e.g., Punctuality, Incident Response, Client Feedback)
   • A description to guide the reviewer
   • A rating scale (1–5 stars, or custom labels like Unsatisfactory / Meets Expectations / Exceeds Expectations)
5. Add an Overall Comments field for free-text feedback.
6. Toggle Guard Self-Assessment if you want guards to complete a self-evaluation before the supervisor review.
7. Click Save Template.

Scheduling a Performance Review

1. Go to Team → Performance Reviews → Schedule Review.
2. Select the Guard.
3. Select the Review Template.
4. Set the Review Date and assign a Reviewer (typically the guard's supervisor).
5. Optionally set a Review Period (e.g., Q1 2026).
6. Click Schedule.

The assigned reviewer receives an email notification with a link to complete the review. If self-assessment is enabled, the guard also receives a notification to complete their portion first.

Completing a Review

Reviewers access their pending reviews from Team → Performance Reviews → Pending.

1. Open the review.
2. Rate each criterion using the template's scale.
3. Add comments for each criterion and an overall summary.
4. If the guard completed a self-assessment, the reviewer can see it alongside their own ratings.
5. Set an Outcome:
   • Satisfactory — no action required
   • Improvement Required — triggers an improvement plan workflow
   • Exceptional — flags the guard for recognition or promotion consideration
6. Click Submit Review.

Once submitted, the review is locked and added to the guard's permanent record.

Improvement Plans

When a review outcome is set to Improvement Required, Attlock prompts the reviewer to create an improvement plan:

1. Define specific improvement goals with measurable targets.
2. Set a review date for a follow-up check-in.
3. Assign a supporting supervisor responsible for coaching.
4. The guard receives a notification with the plan details.

Progress against the improvement plan is tracked in the guard's profile under Performance → Improvement Plans.

Performance Analytics

The Team → Performance Reviews → Analytics page provides company-wide insights:

• Average scores by criterion — identify systemic training gaps
• Score distribution — see how your workforce is rated overall
• Review completion rate — track whether scheduled reviews are being completed on time
• Top performers — guards consistently rated Exceptional
• Guards on improvement plans — current active plans and their due dates

Bulk Review Scheduling

For annual or quarterly review cycles:

1. Go to Team → Performance Reviews → Bulk Schedule.
2. Filter guards by site, team, or role.
3. Select the review template and date range.
4. Assign reviewers (auto-assign to each guard's primary supervisor, or manually assign).
5. Click Schedule All.

Best Practices

• Review quarterly for new guards — the first 90 days are critical for identifying fit and training needs.
• Use self-assessments — they surface guard perspectives and make reviews more collaborative.
• Document improvement plans thoroughly — vague plans are hard to enforce and create legal risk.
• Follow up on improvement plans — schedule the follow-up review at the time you create the plan.
• Export reviews for HR records — use the Export button on any review to generate a PDF for your files.

Related Articles

• Managing Guards
• Guard Disciplinary Notes
• Managing Teams
• Compliance, Policies & Training