Appraisal Meeting Template for South Africa

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Appraisal Meeting

"I need an Appraisal Meeting document for a mid-sized technology company in South Africa, to be used for our annual performance reviews in March 2025, including sections for remote work performance evaluation and technical skills assessment."

Document background

The Appraisal Meeting document is a crucial tool in South African workplace performance management, designed to comply with local labor legislation and best practices in employee performance evaluation. This document is used whenever formal performance reviews are conducted, typically annually or bi-annually, but may also be used for special performance reviews or probation assessments. It captures essential information including performance ratings, achievements, areas for improvement, and development plans. The document ensures compliance with South African employment laws, particularly the Labour Relations Act and Employment Equity Act, while providing a standardized approach to performance management across all organizational levels. The format allows for objective setting, performance measurement, and feedback documentation, serving as both a current assessment tool and a reference point for future performance discussions.

Suggested Sections

1. Meeting Details: Date, time, location, and attendees of the appraisal meeting

2. Employee Information: Employee's full name, employee number, position, department, and length of service

3. Manager Information: Appraising manager's name, position, and department

4. Performance Period: The specific period under review

5. Performance Objectives Review: Assessment of performance against previously set objectives and KPIs

6. Key Achievements: Notable accomplishments during the review period

7. Areas for Development: Identified areas where improvement is needed

8. Overall Performance Rating: Final performance rating based on the company's rating scale

9. Future Objectives: New objectives and KPIs for the next review period

10. Action Plan: Specific steps agreed upon for performance improvement or development

11. Employee Comments: Space for employee to provide their feedback and comments on the appraisal

12. Signatures: Formal acknowledgment of the appraisal meeting by both parties

Optional Sections

1. Salary Review: Used when the appraisal meeting includes discussion of compensation changes

2. Career Development Plan: Used when specific career progression opportunities are discussed

3. Performance Improvement Plan: Required when significant performance issues need to be addressed formally

4. Training Requirements: Used when specific training needs are identified during the appraisal

5. Promotion Discussion: Include when promotion possibilities are discussed during the meeting

6. 360-Degree Feedback Summary: Used when feedback from multiple sources has been collected as part of the appraisal process

Suggested Schedules

1. Performance Rating Scale: Detailed explanation of the company's performance rating system

2. Previous Objectives: Copy of objectives set in the last appraisal meeting

3. Supporting Documentation: Any relevant performance data, statistics, or feedback collected during the review period

4. Development Resources: List of available training programs, courses, or development opportunities

5. Job Description: Current job 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

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Financial Services

Manufacturing

Mining

Retail

Technology

Healthcare

Education

Professional Services

Construction

Telecommunications

Agriculture

Energy

Transportation

Public Sector

Hospitality

Relevant Teams

Human Resources

Performance Management

Employee Relations

Training and Development

Talent Management

Operations

Senior Management

Middle Management

Line Management

Industrial Relations

Relevant Roles

Chief Executive Officer

Department Manager

Human Resources Director

Line Manager

Team Leader

Supervisor

Human Resources Business Partner

Performance Management Specialist

Training and Development Manager

Employee Relations Manager

Talent Management Specialist

Operations Manager

Project Manager

Department Head

Division Director

Find the exact document you need

Staff Appraisal Policy

A South African law-compliant policy document establishing procedures and guidelines for conducting employee performance appraisals and managing performance outcomes.

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Let's create your Appraisal Meeting

Authors

Alex Denne

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