Performance Appraisal For Probationary Employees Template for New Zealand

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Key Requirements PROMPT example:

Performance Appraisal For Probationary Employees

"I need a Performance Appraisal For Probationary Employees document for a tech startup in Auckland, with specific focus on technical skills evaluation and remote work performance metrics, to be implemented by March 2025."

Document background
The Performance Appraisal For Probationary Employees document is essential for New Zealand employers to formally assess new employees during their initial employment period. It is designed to be used during or at the conclusion of a probationary period, typically ranging from 90 days to 6 months, as permitted under New Zealand employment law. The document ensures a fair, transparent, and documented evaluation process, incorporating specific performance criteria, behavioral assessments, and clear recommendations regarding permanent employment. It aligns with the good faith requirements of the Employment Relations Act 2000 and includes provisions for feedback, development planning, and clear communication of expectations. This document is particularly crucial as it forms part of the employment record and may be referenced in future employment decisions or disputes.
Suggested Sections

1. Employee Information: Basic details of the employee including name, position, department, start date, and probation period duration

2. Purpose of Review: Clear statement of the review's objectives and its role in determining ongoing employment

3. Performance Criteria: Key performance indicators and competencies being assessed during the probationary period

4. Rating Scale: Explanation of the rating system used for evaluation

5. Performance Assessment: Detailed evaluation of employee's performance against each criterion

6. Areas of Achievement: Specific accomplishments and strengths demonstrated during the probationary period

7. Areas for Improvement: Identified gaps and development needs

8. Overall Assessment: Summary evaluation and recommendation regarding continued employment

9. Next Steps: Clear outline of the decision and any follow-up actions required

10. Signatures: Space for employee, manager, and HR representative signatures acknowledging the review

Optional Sections

1. Training Completed: List of training programs completed during probation - include when specific training requirements exist

2. Project Contributions: Specific project involvement and outcomes - include for project-based roles

3. Cultural Fit Assessment: Evaluation of alignment with company values and culture - include for organizations with strong cultural focus

4. Health and Safety Compliance: Assessment of adherence to H&S protocols - include for roles with significant H&S responsibilities

5. Customer/Stakeholder Feedback: External feedback summary - include for customer-facing roles

6. Extended Probation Requirements: Specific conditions if probation extension is recommended - include only if extension is being considered

Suggested Schedules

1. Schedule 1: Performance Criteria Matrix: Detailed breakdown of performance indicators and rating criteria

2. Schedule 2: Skills Assessment Form: Comprehensive evaluation of technical and soft skills

3. Schedule 3: Development Plan Template: Template for documenting agreed development actions

4. Appendix A: Company Values and Behaviors: Reference document outlining expected organizational behaviors

5. Appendix B: Position Description: Current role description against which performance is measured

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Clauses
Relevant Industries

Technology

Manufacturing

Retail

Healthcare

Education

Financial Services

Professional Services

Construction

Hospitality

Public Sector

Non-Profit

Transportation

Agriculture

Mining

Media and Entertainment

Relevant Teams

Human Resources

People & Culture

Legal

Employee Relations

Talent Management

Learning & Development

Operations

Senior Leadership

Department Management

Industrial Relations

Relevant Roles

HR Manager

HR Director

People & Culture Manager

Talent Management Specialist

HR Business Partner

Employment Relations Manager

Line Manager

Department Manager

Team Leader

Supervisor

Chief Human Resources Officer

HR Coordinator

People Operations Manager

Recruitment Manager

Learning & Development Manager

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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