Performance review reports

Name: Performance review reports
Creator: TestPattern Community
License: https://opensource.org/licenses/MIT

Detects performance reviews, appraisals, performance and development agreements and performance improvement plans for an identified employee, with a rating, review period or review date.

Type: regex
Engine: boost_regex
Confidence: medium
Confidence justification: Medium: the primary phrases also appear in policies, guidance, blank forms and news, so enforce tiers require a populated person field and 85 adds a record-specific populated detail plus independent corroboration. Person values are customer-defined (employee IDs, position numbers), so the field regexes use labelled loose values with a placeholder guard. 85/75 are heuristic evidence tiers, not measured accuracy.
Detection quality: Topic false positive
Jurisdictions: global
Regulations: Fair Work Act 2009 (Cth), Public Sector Act 2022 (Qld), Privacy Act 1988 (Cth), Information Privacy Act 2009 (Qld), NDB Scheme (Cth), GDPR
Frameworks: ISO 27001, ISO 27701
Data categories: pii, employment
Scope: wide
Risk rating: 8
Platform compatibility: Purview: Compatible, GCP DLP: Compatible, Macie: Compatible, Zscaler: Compatible, Palo Alto: Degraded, Netskope: Unsupported

Pattern

(?i)\b(?:performance\s+(?:review|appraisal|evaluation|improvement\s+plan|development\s+(?:plan|agreement)|and\s+development\s+(?:plan|agreement|review))|positive\s+performance\s+management|employee\s+rating)\b

Corroborative evidence keywords

reviewer, supervisor, objectives, strengths, development areas, self-assessment, capability, feedback, KPI, sign-off

Proximity: 300 characters

Should match

Performance and development agreement - annual review Employee name: Avery Teston Position number: 30012345 Review period: 2025-26 Overall rating: 2 out of 5 (partially meets) Supervisor: Jordan Staffson. Strengths: stakeholder work. Development areas: timeliness of reports. — 85: Annual review with employee, period, rating and supervisor comments
Performance appraisal FY2026 Employee ID: E-0048213 Appraisal period: 01/07/2025 to 30/06/2026 Rating: Exceeds Reviewer: Casey Managerson; self-assessment attached. — 85: Appraisal with employee ID, period and rating
Performance improvement plan Staff member: Morgan Teston The plan sets three objectives for the next 8 weeks with fortnightly check-ins. — 75: PIP naming the staff member, no rating or period

Should not match

Under the positive performance management directive, managers hold a performance review with each employee at least annually and agree development goals. — Guidance text - must stay below 75
Performance review form Employee name: __________ Review period: __________ Overall rating: [select 1-5] — Blank review form - must stay below 75
Training module: how to write a performance appraisal. Participants practise giving feedback on goals and ratings. — Training material - must stay below 75
unrelated generic text without domain phrases — No relevant topic phrases present
placeholder value 12345 — Random text should not match topic-specific regex
employee interview — Generic word pair from old broad template should not match

Known false positives

Policies, directives, fact sheets, guidance and training material that name the record type. Mitigation: Enforce tiers require a populated person field; guidance text has labels without values and guidance/training/media-release framing is excluded.
Blank forms, templates and HR system configuration. Mitigation: Blank lines, square- and angle-bracket placeholders, XXX and n/a/tbc values are rejected by the placeholder guard; template/fixture words are excluded.
Aggregate statistics and news reporting. Mitigation: No populated person field, so these stay at 65 discovery.
Records that identify the person only in free text (no field label) fall to 65. Mitigation: Accepted precision trade-off; extend the person-field regex with the customer employee-id format to recover recall.