Competency Based Performance Review for New Zealand

Competency Based Performance Review Template for New Zealand

This document establishes a structured framework for conducting competency-based performance reviews in accordance with New Zealand employment law and best practices. It provides a comprehensive approach to evaluating employee performance against predetermined competencies, ensuring compliance with the Employment Relations Act 2000 and related legislation. The document includes detailed guidelines for assessment criteria, rating scales, and feedback processes, while incorporating provisions for fair treatment, privacy protection, and employee rights under New Zealand law. It is designed to facilitate objective performance evaluation while promoting employee development and organizational growth.

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What is a Competency Based Performance Review?

The Competency Based Performance Review document serves as a critical tool for organizations operating in New Zealand to systematically evaluate employee performance against defined competency frameworks. This document becomes necessary when organizations need to implement or standardize their performance review processes in compliance with New Zealand employment legislation, including the Employment Relations Act 2000 and Privacy Act 2020. It provides a structured approach to assessing employee capabilities, skills, and behaviors against predetermined competency standards, while ensuring fair treatment and transparency in the review process. The document includes comprehensive guidelines for conducting reviews, documenting outcomes, and managing the feedback process, making it suitable for organizations of various sizes and sectors that require a robust performance management system.

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: Specifies the timeframe covered by the review and frequency of assessments

3. Core Competencies: Lists and describes the main competencies being assessed, including behavioral indicators and performance standards

4. Rating Scale: Explains the rating system used for evaluation, including detailed descriptions of each performance level

5. Review Process: Details the steps involved in conducting the review, including self-assessment, manager assessment, and feedback discussions

6. Documentation Requirements: Specifies how the review should be documented and stored

7. Appeal Process: Outlines the procedure for employees to challenge or appeal review outcomes

8. Confidentiality: States the privacy and confidentiality requirements for handling review information

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

1. Technical Competencies: Specific technical skills assessment section for roles requiring specialized skills or qualifications

2. Leadership Competencies: Additional section for management or leadership positions

3. Health and Safety Competencies: For roles with significant health and safety responsibilities

4. Cultural Competencies: Section focusing on cultural awareness and Treaty of Waitangi principles, particularly relevant for public sector roles

5. Development Planning: Section for documenting training needs and career development goals

6. Remote Work Competencies: For organizations with hybrid or remote working arrangements

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

1. Schedule 1: Competency Framework: Detailed descriptions of each competency, including specific behaviors and examples

2. Schedule 2: Performance Rating Guidelines: Comprehensive guide for managers on how to apply ratings consistently

3. Schedule 3: Review Form Template: Standardized template for documenting the performance review

4. Schedule 4: Self-Assessment Form: Template for employee self-evaluation

5. Schedule 5: Development Plan Template: Format for documenting agreed development actions and goals

6. Appendix A: Reviewer Guidelines: Best practices and instructions for conducting effective reviews

7. Appendix B: Employee Rights and Responsibilities: Summary of employee rights and responsibilities in the 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

New Zealand

Publisher

Genie AI

Cost

Free to use
Relevant legal definitions
Clauses
Relevant Industries

Public Sector

Healthcare

Education

Financial Services

Technology

Manufacturing

Professional Services

Retail

Construction

Non-Profit Organizations

Telecommunications

Energy and Utilities

Relevant Teams

Human Resources

Learning and Development

Talent Management

Operations

Senior Management

Performance Management

Employee Relations

Organizational Development

Relevant Roles

Human Resources Manager

Performance Management Specialist

Department Manager

Team Leader

Supervisor

Chief Executive Officer

Operations Manager

Learning and Development Manager

Talent Management Specialist

HR Business Partner

General Manager

Department Director

Line Manager

Project Manager

Senior 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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