The Simple Appraisal Form is designed for organizations operating in New Zealand seeking to implement a standardized performance evaluation process. This document type is typically used during regular performance reviews (annual, semi-annual, or quarterly) to assess employee performance, set objectives, and document professional development plans. The form aligns with New Zealand employment legislation, including the Employment Relations Act 2000 and Privacy Act 2020, ensuring fair treatment and protection of employee information. It serves as an official record of performance discussions, goal-setting, and agreed-upon development actions, while providing a framework for consistent evaluation across different roles and departments within an organization.
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1. Employee Information: Basic details including employee name, position, department, and period under review
2. Performance Criteria: Key performance indicators and competencies being evaluated
3. Rating Scale: Clear explanation of the rating system used for evaluation
4. Performance Assessment: Detailed evaluation of performance against set criteria
5. Goals and Objectives: Review of previous goals and setting of new objectives
6. Employee Comments: Space for employee feedback and self-assessment
7. Manager Comments: Space for manager's overall assessment and feedback
8. Acknowledgment: Signatures of employee, manager, and date of completion
1. Development Plan: Section for identifying training needs and career development opportunities
2. Bonus/Remuneration Review: For organizations that link performance reviews to compensation decisions
3. 360-Degree Feedback: When incorporating feedback from multiple sources including peers and stakeholders
4. Project-Specific Evaluation: For employees involved in specific projects during the review period
5. Health and Safety Compliance: For roles where health and safety responsibilities are crucial
6. Cultural Competency: For organizations emphasizing Treaty of Waitangi principles and cultural awareness
1. Performance Rating Guidelines: Detailed explanation of rating criteria and examples
2. Competency Framework: Detailed breakdown of competencies and expected behaviors
3. Goal Setting Template: Template for SMART goals and objective setting
4. Development Resources: List of available training and development opportunities
5. Previous Review Summary: Summary of last performance review for reference
Relevant legal definitions
Clauses
Relevant Industries
Technology
Healthcare
Education
Financial Services
Retail
Manufacturing
Professional Services
Public Sector
Hospitality
Construction
Non-profit
Agriculture
Mining
Transportation
Media and Entertainment
Relevant Teams
Human Resources
Operations
Finance
Marketing
Sales
Information Technology
Legal
Research and Development
Customer Service
Product Development
Quality Assurance
Administration
Corporate Communications
Business Development
Strategy
Relevant Roles
Chief Executive Officer
Department Manager
Team Leader
Human Resources Manager
Project Manager
Software Developer
Sales Representative
Administrative Assistant
Financial Analyst
Marketing Coordinator
Operations Manager
Customer Service Representative
Research Scientist
Legal Counsel
Product Manager
Business Analyst
Quality Assurance Specialist
Account Manager
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