The Qualitative Performance Review document serves as a standardized template for conducting formal employee performance evaluations in New Zealand. It is designed to comply with the Employment Relations Act 2000 and associated employment legislation, ensuring fair and transparent performance assessment processes. This document should be used during scheduled performance reviews, typically conducted annually or bi-annually, to evaluate an employee's performance against established criteria, document achievements, identify development areas, and set future goals. The review template includes sections for both manager and employee input, promoting two-way dialogue and ensuring all parties have the opportunity to contribute to the evaluation process. It is particularly useful for organizations seeking to maintain consistent and compliant performance management practices while fostering employee development and engagement.
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1. Review Information: Basic information including employee name, position, review period, and date of review
2. Performance Criteria: List of core competencies and behaviors being assessed
3. Achievement Assessment: Evaluation of performance against previously set goals and objectives
4. Core Competencies Evaluation: Detailed assessment of each core competency with specific examples
5. Strengths and Achievements: Highlights of key accomplishments and demonstrated strengths during the review period
6. Development Areas: Identification of areas requiring improvement or skill development
7. Future Goals and Objectives: Setting of new goals and objectives for the next review period
8. Employee Comments: Space for employee feedback and self-assessment
9. Acknowledgment and Signatures: Formal acknowledgment of the review by both parties
1. 360-Degree Feedback Summary: Summary of feedback from peers, subordinates, and other stakeholders when 360-degree review process is used
2. Career Development Plan: Detailed plan for career progression and professional development when long-term planning is desired
3. Performance Improvement Plan: Specific action items and timelines for addressing performance concerns when necessary
4. Compensation Review: Discussion of salary/benefits adjustments when review is tied to compensation changes
5. Project-Specific Evaluation: Detailed assessment of specific project performance when relevant to the employee's role
1. Schedule A - Performance Metrics: Detailed breakdown of quantitative and qualitative performance indicators and their measurement criteria
2. Schedule B - Competency Framework: Detailed description of each competency level and associated behaviors
3. Schedule C - Development Resources: List of available training, mentoring, and development resources
4. Appendix 1 - Previous Review Summary: Summary of previous performance review for progress tracking
5. Appendix 2 - Supporting Documentation: Any relevant certificates, awards, or documentation of achievements during the review period
Relevant legal definitions
Review Period
Performance Criteria
Core Competencies
Key Performance Indicators
Development Areas
Performance Goals
Performance Standards
Review Date
Reviewer
Reviewee
Line Manager
Performance Rating
Development Plan
Evaluation Metrics
Performance Improvement Plan
Career Development Goals
Qualitative Assessment
Review Cycle
Performance Summary
Competency Framework
360-Degree Feedback
Self-Assessment
Peer Review
Working Day
Good Faith
Performance Criteria
Core Competencies
Key Performance Indicators
Development Areas
Performance Goals
Performance Standards
Review Date
Reviewer
Reviewee
Line Manager
Performance Rating
Development Plan
Evaluation Metrics
Performance Improvement Plan
Career Development Goals
Qualitative Assessment
Review Cycle
Performance Summary
Competency Framework
360-Degree Feedback
Self-Assessment
Peer Review
Working Day
Good Faith
Clauses
Confidentiality
Performance Criteria
Assessment Process
Feedback Mechanisms
Rating Scale
Review Frequency
Documentation Requirements
Employee Rights
Dispute Resolution
Privacy and Data Protection
Performance Improvement
Goal Setting
Development Planning
Review Meetings
Good Faith Obligations
Record Keeping
Appeal Process
Evaluation Criteria
Acknowledgment and Agreement
Implementation Process
Performance Criteria
Assessment Process
Feedback Mechanisms
Rating Scale
Review Frequency
Documentation Requirements
Employee Rights
Dispute Resolution
Privacy and Data Protection
Performance Improvement
Goal Setting
Development Planning
Review Meetings
Good Faith Obligations
Record Keeping
Appeal Process
Evaluation Criteria
Acknowledgment and Agreement
Implementation Process
Relevant Industries
Technology
Financial Services
Healthcare
Education
Manufacturing
Retail
Professional Services
Public Sector
Non-Profit
Construction
Hospitality
Media and Entertainment
Telecommunications
Energy and Utilities
Relevant Teams
Human Resources
People and Culture
Employee Relations
Training and Development
Performance Management
Talent Management
Operations
Legal and Compliance
Management
Administration
Relevant Roles
Chief Executive Officer
Department Manager
Team Leader
Human Resources Director
Performance Management Specialist
Line Manager
Supervisor
Department Head
Project Manager
Employee Relations Manager
Training and Development Manager
Operations Manager
General Manager
Branch Manager
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