The Performance Appraisal For Probationary Employees document is essential for New Zealand employers to formally assess new employees during their initial employment period. It is designed to be used during or at the conclusion of a probationary period, typically ranging from 90 days to 6 months, as permitted under New Zealand employment law. The document ensures a fair, transparent, and documented evaluation process, incorporating specific performance criteria, behavioral assessments, and clear recommendations regarding permanent employment. It aligns with the good faith requirements of the Employment Relations Act 2000 and includes provisions for feedback, development planning, and clear communication of expectations. This document is particularly crucial as it forms part of the employment record and may be referenced in future employment decisions or disputes.
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1. Employee Information: Basic details of the employee including name, position, department, start date, and probation period duration
2. Purpose of Review: Clear statement of the review's objectives and its role in determining ongoing employment
3. Performance Criteria: Key performance indicators and competencies being assessed during the probationary period
4. Rating Scale: Explanation of the rating system used for evaluation
5. Performance Assessment: Detailed evaluation of employee's performance against each criterion
6. Areas of Achievement: Specific accomplishments and strengths demonstrated during the probationary period
7. Areas for Improvement: Identified gaps and development needs
8. Overall Assessment: Summary evaluation and recommendation regarding continued employment
9. Next Steps: Clear outline of the decision and any follow-up actions required
10. Signatures: Space for employee, manager, and HR representative signatures acknowledging the review
1. Training Completed: List of training programs completed during probation - include when specific training requirements exist
2. Project Contributions: Specific project involvement and outcomes - include for project-based roles
3. Cultural Fit Assessment: Evaluation of alignment with company values and culture - include for organizations with strong cultural focus
4. Health and Safety Compliance: Assessment of adherence to H&S protocols - include for roles with significant H&S responsibilities
5. Customer/Stakeholder Feedback: External feedback summary - include for customer-facing roles
6. Extended Probation Requirements: Specific conditions if probation extension is recommended - include only if extension is being considered
1. Schedule 1: Performance Criteria Matrix: Detailed breakdown of performance indicators and rating criteria
2. Schedule 2: Skills Assessment Form: Comprehensive evaluation of technical and soft skills
3. Schedule 3: Development Plan Template: Template for documenting agreed development actions
4. Appendix A: Company Values and Behaviors: Reference document outlining expected organizational behaviors
5. Appendix B: Position Description: Current role description against which performance is measured
Relevant legal definitions
Probationary Period
Performance Standards
Key Performance Indicators (KPIs)
Competencies
Rating Scale
Satisfactory Performance
Unsatisfactory Performance
Review Period
Line Manager
Reviewing Manager
Good Faith
Performance Criteria
Core Competencies
Technical Competencies
Development Areas
Performance Improvement
Employment Agreement
Permanent Employment
Extension of Probation
Performance Rating
Evaluation Meeting
Feedback
Working Day
Company Values
Position Description
Performance Standards
Key Performance Indicators (KPIs)
Competencies
Rating Scale
Satisfactory Performance
Unsatisfactory Performance
Review Period
Line Manager
Reviewing Manager
Good Faith
Performance Criteria
Core Competencies
Technical Competencies
Development Areas
Performance Improvement
Employment Agreement
Permanent Employment
Extension of Probation
Performance Rating
Evaluation Meeting
Feedback
Working Day
Company Values
Position Description
Clauses
Performance Criteria
Evaluation Process
Rating Methodology
Review Frequency
Documentation Requirements
Feedback Process
Decision Making
Privacy and Confidentiality
Employment Status
Extension Provisions
Appeal Rights
Good Faith Obligations
Performance Improvement
Training and Development
Health and Safety Compliance
Cultural Fit Assessment
Behavioral Standards
Technical Competencies
Communication Requirements
Record Keeping
Signatures and Acknowledgment
Rights and Obligations
Dispute Resolution
Amendment Provisions
Evaluation Process
Rating Methodology
Review Frequency
Documentation Requirements
Feedback Process
Decision Making
Privacy and Confidentiality
Employment Status
Extension Provisions
Appeal Rights
Good Faith Obligations
Performance Improvement
Training and Development
Health and Safety Compliance
Cultural Fit Assessment
Behavioral Standards
Technical Competencies
Communication Requirements
Record Keeping
Signatures and Acknowledgment
Rights and Obligations
Dispute Resolution
Amendment Provisions
Relevant Industries
Technology
Manufacturing
Retail
Healthcare
Education
Financial Services
Professional Services
Construction
Hospitality
Public Sector
Non-Profit
Transportation
Agriculture
Mining
Media and Entertainment
Relevant Teams
Human Resources
People & Culture
Legal
Employee Relations
Talent Management
Learning & Development
Operations
Senior Leadership
Department Management
Industrial Relations
Relevant Roles
HR Manager
HR Director
People & Culture Manager
Talent Management Specialist
HR Business Partner
Employment Relations Manager
Line Manager
Department Manager
Team Leader
Supervisor
Chief Human Resources Officer
HR Coordinator
People Operations Manager
Recruitment Manager
Learning & Development Manager
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