1 Year Performance Review for New Zealand

1 Year Performance Review Template for New Zealand

This document template provides a comprehensive framework for conducting annual performance reviews in accordance with New Zealand employment law and best practices. It facilitates a structured evaluation of employee performance over a 12-month period, incorporating objective assessment criteria, goal achievement metrics, and development planning. The document ensures compliance with the Employment Relations Act 2000 and related employment legislation while promoting transparent communication between employers and employees regarding performance expectations, achievements, and areas for development.

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What is a 1 Year Performance Review?

The 1 Year Performance Review document serves as a crucial tool in the formal performance management process within organizations operating under New Zealand employment law. It is designed to be used at the completion of each 12-month employment period to evaluate employee performance, document achievements, identify areas for improvement, and set future objectives. The document incorporates key requirements from the Employment Relations Act 2000, Privacy Act 2020, and Human Rights Act 1993, ensuring fair and transparent performance assessment while protecting both employer and employee interests. This template supports good faith employment relationships by providing a structured framework for performance discussions, goal setting, and professional development planning.

What sections should be included in a 1 Year Performance Review?

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

2. Review Period: Specific timeframe covered by the review (dates from and to)

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

4. Core Competencies Assessment: Evaluation of key competencies required for the role

5. Achievement Highlights: Notable accomplishments during the review period

6. Areas for Development: Identification of skills or competencies requiring improvement

7. Overall Performance Rating: Summary rating based on predetermined performance scale

8. Future Objectives: New objectives and targets for the next review period

9. Employee Comments: Space for employee feedback and comments on the review

10. Acknowledgment and Signatures: Formal signing section for both reviewer and employee

What sections are optional to include in a 1 Year Performance Review?

1. Salary Review: Used when the performance review is linked to compensation decisions

2. Career Development Plan: Include when discussing long-term career progression and development opportunities

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

4. Project-Specific Assessment: For roles where project work forms a significant part of responsibilities

5. Team Leadership Assessment: For employees with management or team leader responsibilities

6. Health and Safety Compliance: For roles with specific health and safety responsibilities

What schedules should be included in a 1 Year Performance Review?

1. Appendix A - Performance Rating Scale: Detailed explanation of the performance rating system and criteria

2. Appendix B - Initial Objectives: Copy of objectives set at the start of the review period

3. Appendix C - Training Record: Summary of training and development activities completed during the review period

4. Appendix D - KPI Metrics: Detailed performance metrics and data supporting the review

5. Appendix E - Previous Review Summary: Summary of the last performance review for reference

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

New Zealand

Publisher

Genie AI

Cost

Free to use
Relevant Industries

Technology

Financial Services

Healthcare

Education

Manufacturing

Retail

Professional Services

Public Sector

Non-Profit

Construction

Hospitality

Transportation

Energy

Telecommunications

Agricultural

Relevant Teams

Human Resources

Finance

Marketing

Sales

Operations

Information Technology

Customer Service

Research and Development

Legal

Administration

Product Development

Quality Assurance

Business Development

Corporate Communications

Relevant Roles

Chief Executive Officer

Department Manager

Team Leader

Senior Professional

Professional

Administrative Assistant

Technical Specialist

Sales Representative

Customer Service Representative

Operations Manager

Project Manager

Human Resources Manager

Finance Manager

Marketing Executive

Research Analyst

Software Developer

Business Analyst

Account 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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