Resources
Free templates & guides.
Everything here is free to download — no signup, no gate. Use them with LVL Up or with whatever you run today.
Performance Review Templates
Ready-to-use templates for annual, quarterly, and probation reviews — self-assessment prompts included.
Inside: Five complete templates: annual review, quarterly check-in, 360 feedback summary, manager effectiveness, and a self-assessment form — plus notes on running them well.
Markdown · ~2,700 words · Free download
360 Feedback Questions
A curated question bank for peer, manager, and upward feedback, organized by competency.
Inside: Questions grouped by competency: leadership, communication, collaboration, job knowledge, problem solving, results, emotional intelligence, and adaptability.
Markdown · ~2,300 words · Free download
OKR Setting Guide
A complete framework for company, team, and individual OKRs — with department-by-department examples.
Inside: What OKRs are and why they work, the framework itself, company / team / individual levels, worked examples by department, the mistakes teams repeat, and the cadence that keeps them alive.
Markdown · ~3,200 words · Free download
HR Compliance Checklist
The recurring compliance tasks small HR teams actually need to track, in one checklist.
Inside: Federal requirements, the ones that switch on as you grow, state-by-state notes, hiring and ongoing checklists, documentation retention, and a risk assessment.
Markdown · ~3,600 words · Free download
Getting Started with LVL Up
A practical guide to your trial, team setup, first review cycle and plan capacity.
Inside: A first-week checklist, current Team / Growth / Scale pricing, data import scope and useful product links.
Markdown · 5-minute read · Free download
Three Ways to Onboard Employees
A short PDF on picking the onboarding approach that fits how your team works.
Inside: Three onboarding approaches side by side, and how to tell which one matches the way your team already works.
PDF · 285 KB · Free download
How to use these
The templates are Markdown so you can paste them straight into whatever you already run — a doc, a wiki, an issue tracker — and edit the wording to sound like your company rather than like a form. Nothing here assumes you use LVL Up.
If you do, every one of these exists inside the product as a template you can assign to a review cycle instead of copying by hand. The compliance checklist is the exception — it is reference material, not something to automate, and the state-level notes are a starting point rather than legal advice.
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