Competency Based Performance Review for Australia

Competency Based Performance Review Template for Australia

This document provides a comprehensive framework for conducting competency-based performance reviews in compliance with Australian employment law and best practices. It outlines the structured approach to evaluating employee performance against predetermined competencies, ensuring fair and objective assessment while adhering to relevant legislation including the Fair Work Act 2009 and various anti-discrimination laws. The template incorporates both core and role-specific competencies, rating scales, and development planning components, designed to facilitate constructive performance discussions and support employee growth within Australian organizations.

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What is a Competency Based Performance Review?

The Competency Based Performance Review Template has been developed to provide Australian organizations with a standardized, objective, and legally compliant method for evaluating employee performance. This document is essential for organizations seeking to implement a structured approach to performance management that aligns with Australian employment law, including the Fair Work Act 2009 and relevant anti-discrimination legislation. The template should be used during formal performance review periods to assess employees against clearly defined competencies, document performance discussions, set development goals, and maintain proper records of the review process. It includes comprehensive evaluation criteria, rating scales, and development planning sections, making it suitable for organizations of all sizes across various industries within the Australian jurisdiction.

What sections should be included in a Competency Based Performance Review?

1. Purpose and Scope: Outlines the objectives of the performance review process and who it applies to

2. Review Period and Frequency: Specifies the standard assessment timeframes and frequency of reviews

3. Core Competencies Framework: Details the fundamental competencies against which all employees will be assessed

4. Rating Scale and Definitions: Explains the rating system used and provides clear definitions for each performance level

5. Review Process and Procedures: Step-by-step guide of how the review process should be conducted

6. Documentation Requirements: Specifies what documentation must be completed and maintained

7. Employee Self-Assessment: Section for employee's self-evaluation against competency criteria

8. Manager Assessment: Section for manager's evaluation of employee performance

9. Goal Setting and Development Planning: Framework for establishing future performance goals and development objectives

10. Sign-off and Acknowledgment: Formal acknowledgment of the review by all parties

What sections are optional to include in a Competency Based Performance Review?

1. Technical Competencies: Role-specific technical competencies for specialized positions

2. Leadership Competencies: Additional competencies for management and leadership roles

3. Project-Based Assessment: For organizations that need to evaluate project-specific performance

4. Peer Review Component: For organizations implementing 360-degree feedback

5. Performance Improvement Plan Framework: For cases where specific performance improvement needs are identified

6. Remote Work Considerations: Special considerations for evaluating remote or hybrid workers

7. Compliance Requirements: Industry-specific compliance and regulatory performance requirements

What schedules should be included in a Competency Based Performance Review?

1. Schedule A - Competency Framework Matrix: Detailed breakdown of competencies and behavioral indicators for each level

2. Schedule B - Rating Scale Examples: Specific examples of performance at each rating level for different competencies

3. Schedule C - Review Form Templates: Standard templates for documenting the review

4. Schedule D - Development Plan Template: Template for documenting agreed development actions and timelines

5. Appendix 1 - Best Practice Guidelines: Guidelines for conducting effective performance discussions

6. Appendix 2 - Frequently Asked Questions: Common questions and answers about the review process

7. Appendix 3 - Glossary of Terms: Definitions of key terms used in the performance review process

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

Jurisdiction

Australia

Publisher

Genie AI

Cost

Free to use
Relevant legal definitions
Relevant Industries

Financial Services

Healthcare

Education

Technology

Manufacturing

Retail

Professional Services

Government

Mining

Construction

Hospitality

Telecommunications

Non-Profit

Transportation

Energy

Relevant Teams

Human Resources

People & Culture

Learning & Development

Performance Management

Talent Management

Operations

Senior Leadership

Employee Relations

Organizational Development

Workforce Planning

Relevant Roles

Human Resources Manager

HR Business Partner

Performance Management Specialist

Department Manager

Team Leader

Supervisor

CEO

Managing Director

Operations Manager

Line Manager

HR Director

Talent Development Manager

Performance Review Administrator

Department Head

Chief People Officer

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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