90 Day Probation Review Form for New Zealand

90 Day Probation Review Form Template for New Zealand

A comprehensive employment document used in New Zealand to formally evaluate an employee's performance, conduct, and suitability for permanent employment during or at the conclusion of their 90-day trial period. The form complies with New Zealand employment law, particularly the Employment Relations Act 2000, and includes detailed assessments of performance criteria, skills development, and cultural fit. It serves as both a review tool and a legal record of the probation process, documenting the employer's decision regarding permanent employment, extension of the probation period, or termination of employment.

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What is a 90 Day Probation Review Form?

The 90 Day Probation Review Form is a crucial document in New Zealand's employment framework, designed to facilitate the formal review process at the end of an employee's trial period. This document is used when an employer needs to assess a new employee's performance, conduct, and organizational fit during or at the conclusion of their 90-day probationary period, as permitted under the Employment Relations Act 2000. The form captures essential information about the employee's progress, including performance against key metrics, skill development, and adaptation to the organization's culture. It serves as an official record of the review process and supports the employer's decision regarding continued employment, while ensuring compliance with New Zealand employment law requirements for fair and transparent review processes.

What sections should be included in a 90 Day Probation Review Form?

1. Employee and Reviewer Details: Identification of the employee, their role, department, and the reviewing manager

2. Review Period Information: Start and end dates of the probation period, date of review meeting

3. Performance Criteria Assessment: Evaluation of key performance indicators and job-specific requirements

4. Skills and Competencies Review: Assessment of required skills, technical competencies, and behavioral attributes

5. Attendance and Punctuality: Record of attendance, timeliness, and any related issues during the probation period

6. Training and Support Provided: Documentation of training, support, and resources provided during the probation period

7. Overall Performance Summary: General summary of performance including strengths and areas for improvement

8. Review Outcome: Clear statement of the review decision (confirmation of employment, extension of probation, or termination)

9. Sign-off Section: Space for signatures of the reviewer, employee, and HR representative with dates

What sections are optional to include in a 90 Day Probation Review Form?

1. Extension of Probation Period: To be included when probation period needs to be extended, specifying new duration and reasons

2. Performance Improvement Plan: Detailed plan for addressing specific performance issues, used when continuing employment with conditions

3. Grievance Notes: Documentation of any complaints or concerns raised during the probation period

4. Health and Safety Compliance: Assessment of adherence to health and safety protocols, particularly relevant for operational roles

5. Cultural Fit Assessment: Evaluation of how well the employee has integrated into the company culture and team

6. Customer/Stakeholder Feedback: Incorporation of feedback from relevant stakeholders, particularly for customer-facing roles

What schedules should be included in a 90 Day Probation Review Form?

1. Performance Metrics Schedule: Detailed breakdown of specific performance metrics and achievements

2. Training Record: List of completed training sessions and certifications during probation

3. Incident Reports: Documentation of any significant incidents or achievements during the probation period

4. Meeting Notes: Records of any formal progress meetings held during the probation period

5. Position Description: Original job description against which performance was assessed

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 legal definitions
Clauses
Relevant Industries

Technology

Manufacturing

Retail

Healthcare

Education

Financial Services

Professional Services

Hospitality

Construction

Public Sector

Non-Profit

Telecommunications

Agriculture

Mining

Transportation

Media and Entertainment

Relevant Teams

Human Resources

People & Culture

Legal

Employee Relations

Talent Management

Operations

People Operations

Administration

Management

Relevant Roles

HR Manager

People & Culture Director

Line Manager

Department Manager

Team Leader

Supervisor

HR Business Partner

HR Coordinator

Recruitment Manager

Employee Relations Manager

Chief Human Resources Officer

HR Administrator

People Operations Manager

Talent Management Director

Operations 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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