One On One Performance Review for Australia

One On One Performance Review Template for Australia

This document serves as a standardized template for conducting one-on-one performance reviews in compliance with Australian employment law and fair work practices. It provides a structured framework for evaluating employee performance, setting objectives, and documenting development plans while ensuring adherence to privacy regulations and anti-discrimination legislation. The template includes comprehensive sections for performance assessment, goal-setting, and feedback exchange, designed to facilitate constructive dialogue between managers and employees while maintaining proper documentation for HR purposes.

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What is a One On One Performance Review?

The One On One Performance Review Template is designed for use in Australian workplaces to facilitate regular performance discussions between managers and their direct reports. This document is essential for maintaining consistent and fair performance evaluation practices across an organization while ensuring compliance with Australian employment laws, including the Fair Work Act 2009 and various anti-discrimination legislation. It should be used during scheduled performance reviews, typically conducted annually or bi-annually, to assess achievement of goals, discuss career development, set new objectives, and document feedback. The template includes provisions for recording both quantitative and qualitative performance measures, development needs, and agreed-upon action plans.

What sections should be included in a One On One Performance Review?

1. Employee and Reviewer Information: Details of the employee being reviewed and the person conducting the review, including names, positions, departments, and review period

2. Review Purpose and Process: Overview of the performance review's objectives and explanation of how the review will be conducted

3. Performance Metrics: Assessment of key performance indicators, goals, and objectives set during the previous review period

4. Core Competencies Evaluation: Assessment of essential skills, behaviors, and competencies required for the role

5. Achievement Summary: Overview of major accomplishments, projects completed, and contributions made during the review period

6. Areas for Development: Identification of skills, knowledge, or behaviors that need improvement

7. Goals and Objectives: Setting of new goals and objectives for the next review period

8. Employee Comments: Space for employee to provide feedback, comments, or concerns regarding the review

9. Manager Comments: Space for manager to provide additional feedback and recommendations

10. Acknowledgment and Signatures: Final section for both parties to sign and date, confirming the review has been discussed and understood

What sections are optional to include in a One On One Performance Review?

1. Career Development Plan: Detailed plan for employee's career progression and professional development opportunities

2. Training Requirements: Specific training or certification needs identified during the review

3. Performance Improvement Plan: Detailed action plan for addressing significant performance concerns, to be included when necessary

4. Compensation Review: Discussion of salary, benefits, or compensation changes based on performance

5. 360-Degree Feedback Summary: Incorporation of feedback from peers, subordinates, and other stakeholders

6. Remote Work Assessment: Evaluation of effectiveness and challenges in remote working arrangements

7. Cultural Fit and Values Alignment: Assessment of how well the employee embodies company values and contributes to culture

What schedules should be included in a One On One Performance Review?

1. Schedule A - Performance Rating Scale: Detailed explanation of the rating system used in the review

2. Schedule B - Core Competency Framework: Detailed descriptions of each core competency and associated behaviors

3. Schedule C - Goal Setting Template: Standardized template for documenting SMART goals

4. Schedule D - Development Action Plan Template: Template for recording specific development activities and timelines

5. Appendix 1 - Company Values and Behaviors: Reference document outlining organization's values and expected behaviors

6. Appendix 2 - Performance Review Best Practices: Guidelines for conducting effective performance discussions

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

Technology

Healthcare

Financial Services

Education

Retail

Manufacturing

Professional Services

Government

Non-Profit

Construction

Hospitality

Media and Entertainment

Telecommunications

Transport and Logistics

Mining and Resources

Relevant Teams

Human Resources

Operations

Finance

Sales

Marketing

Information Technology

Legal

Customer Service

Research and Development

Production

Quality Assurance

Administration

Supply Chain

Business Development

Strategy

Relevant Roles

CEO

Department Director

Senior Manager

Line Manager

Team Leader

Supervisor

HR Manager

HR Business Partner

Department Head

Project Manager

Operations Manager

Regional Manager

Branch Manager

Division Head

Executive Director

Industries
Fair Work Act 2009: This is the primary legislation governing employment relationships in Australia. It sets out minimum employment standards, enterprise bargaining, protection from unfair dismissal, and requirements for fair treatment in the workplace, which are crucial considerations during performance reviews.
Privacy Act 1988: Regulates how personal information must be handled, stored, and used. Performance reviews contain sensitive personal information, so compliance with privacy principles is essential.
Age Discrimination Act 2004: Ensures that performance reviews are conducted without age-based discrimination and that assessment criteria are age-neutral.
Disability Discrimination Act 1992: Requires that performance reviews account for reasonable adjustments for employees with disabilities and ensure no discrimination based on disability status.
Sex Discrimination Act 1984: Ensures that performance reviews are conducted without gender bias and that criteria and expectations are gender-neutral.
Racial Discrimination Act 1975: Mandates that performance reviews must be free from racial bias and conducted fairly regardless of racial or ethnic background.
Work Health and Safety Act 2011: While primarily about safety, it's relevant to performance reviews when discussing work practices, stress management, and workplace wellbeing objectives.
Fair Work Regulations 2009: Provides specific details on how to implement the Fair Work Act, including record-keeping requirements relevant to performance reviews.
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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