This Self Evaluation document is designed for use in New Zealand workplaces as part of regular performance review cycles, typically conducted annually or bi-annually. It provides a structured framework for employees to reflect on and document their performance, achievements, challenges, and professional development needs. The document aligns with New Zealand employment legislation, including the Employment Relations Act 2000 and Privacy Act 2020, ensuring fair and transparent performance assessment processes. It serves as a preparatory tool for performance reviews, helping employees articulate their contributions and identify areas for growth while maintaining objective documentation of their professional journey.
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1. Employee Information: Basic details including name, position, department, and evaluation period
2. Purpose and Instructions: Explanation of the self-evaluation process and how to complete the form
3. Performance Goals Review: Assessment of progress on previously set goals and objectives
4. Key Responsibilities Evaluation: Self-assessment of performance in core job duties
5. Competencies Assessment: Evaluation of key skills and competencies required for the role
6. Achievements and Challenges: Documentation of major accomplishments and obstacles encountered
7. Professional Development: Review of learning and development activities undertaken
8. Future Goals and Objectives: Setting of new goals and development objectives
9. Additional Comments: Space for any other relevant feedback or observations
10. Declaration: Statement of truthfulness and signature section
1. Project Contributions: For employees involved in project-based work, detailed assessment of project contributions and outcomes
2. Leadership Assessment: For employees in management positions, evaluation of leadership capabilities and team management
3. Technical Skills Assessment: For technical roles, detailed evaluation of specific technical competencies
4. Client/Stakeholder Relations: For customer-facing roles, assessment of relationship management and service delivery
5. Innovation and Improvements: For roles where process improvement is key, evaluation of innovative contributions
6. Health and Safety Compliance: For roles with specific H&S responsibilities, assessment of safety performance and compliance
1. Schedule A - Rating Scale Guide: Detailed explanation of the rating system used in the evaluation
2. Schedule B - Competency Framework: Detailed breakdown of competencies and their assessment criteria
3. Schedule C - Goal Setting Template: Standardized template for setting SMART goals
4. Appendix 1 - Performance Metrics: Quantitative performance indicators and measurements relevant to the role
5. Appendix 2 - Development Resources: List of available training and development opportunities
6. Appendix 3 - Previous Evaluation Summary: Summary of last evaluation period's goals and achievements
Relevant legal definitions
Evaluation Period
Performance Objectives
Key Performance Indicators (KPIs)
Core Competencies
Professional Development
SMART Goals
Performance Rating Scale
Review Date
Assessor
Company
Employee
Position Description
Development Plan
Achievement
Competency Framework
Performance Standards
Line Manager
Department
Evaluation Metrics
Career Progression
Skills Gap
Training Requirements
Performance Improvement Plan
Peer Review
Performance Objectives
Key Performance Indicators (KPIs)
Core Competencies
Professional Development
SMART Goals
Performance Rating Scale
Review Date
Assessor
Company
Employee
Position Description
Development Plan
Achievement
Competency Framework
Performance Standards
Line Manager
Department
Evaluation Metrics
Career Progression
Skills Gap
Training Requirements
Performance Improvement Plan
Peer Review
Clauses
Personal Information
Confidentiality
Performance Assessment
Goal Setting
Professional Development
Skills and Competencies
Achievement Recording
Challenges and Obstacles
Training and Development
Career Progression
Data Protection
Declaration of Truth
Review Process
Feedback Mechanisms
Performance Metrics
Documentation Requirements
Privacy and Data Usage
Amendment Procedures
Signature Requirements
Record Retention
Confidentiality
Performance Assessment
Goal Setting
Professional Development
Skills and Competencies
Achievement Recording
Challenges and Obstacles
Training and Development
Career Progression
Data Protection
Declaration of Truth
Review Process
Feedback Mechanisms
Performance Metrics
Documentation Requirements
Privacy and Data Usage
Amendment Procedures
Signature Requirements
Record Retention
Relevant Industries
Technology
Healthcare
Education
Financial Services
Manufacturing
Retail
Professional Services
Government
Non-profit
Construction
Hospitality
Telecommunications
Energy
Transportation
Media and Entertainment
Relevant Teams
Human Resources
Finance
Marketing
Sales
Operations
Information Technology
Research and Development
Legal
Customer Service
Product Development
Quality Assurance
Administration
Strategy
Communications
Business Development
Relevant Roles
Chief Executive Officer
Department Manager
Team Leader
Project Manager
Software Developer
Human Resources Officer
Financial Analyst
Marketing Specialist
Sales Representative
Customer Service Representative
Operations Manager
Research Scientist
Administrative Assistant
Business Analyst
Product Manager
Quality Assurance Specialist
Legal Counsel
Graphic Designer
Data Analyst
Account Manager
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