Work Evaluation Template for New Zealand

A Work Evaluation document is a formal assessment tool used in New Zealand workplaces to evaluate employee performance, set objectives, and document professional development needs. This document complies with New Zealand employment law requirements, including the Employment Relations Act 2000 and Privacy Act 2020, ensuring fair and transparent performance review processes. It serves as an official record of employee performance assessment, including achievements, areas for improvement, and future development goals, while providing a framework for constructive feedback and professional growth planning.

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What is a Work Evaluation?

The Work Evaluation document is a crucial tool in New Zealand's employment framework, designed to facilitate structured performance reviews and professional development discussions between employers and employees. It is typically used during regular performance review cycles (annual, bi-annual, or quarterly) to assess employee performance against predetermined criteria, document achievements, identify areas for improvement, and set future goals. This document ensures compliance with New Zealand employment legislation, including the Employment Relations Act 2000's good faith requirements and the Privacy Act 2020's data protection provisions. The Work Evaluation serves as both a record of performance assessment and a development planning tool, supporting career progression and organizational growth while maintaining legal compliance and best practices in employment relations.

What sections should be included in a Work Evaluation?

1. Employee Information: Details of the employee being evaluated, including name, position, department, and duration of employment

2. Evaluation Period: Specific time period covered by this evaluation

3. Performance Criteria: List of key performance indicators and job responsibilities against which the employee is being evaluated

4. Achievement Assessment: Detailed evaluation of employee's performance against each criterion, including specific examples

5. Core Competencies Review: Assessment of essential skills and behaviors required for the role

6. Goals Review: Evaluation of progress on previously set goals and objectives

7. Overall Performance Rating: Summary rating based on predetermined performance scale

8. Future Goals and Objectives: New goals and development objectives for the next evaluation period

9. Employee Comments: Space for employee to provide feedback and comments on the evaluation

10. Acknowledgment: Signatures of evaluator and employee confirming discussion of evaluation

What sections are optional to include in a Work Evaluation?

1. Salary Review: Discussion of compensation changes based on performance, if applicable

2. Professional Development Plan: Detailed plan for skill enhancement and career development opportunities

3. Performance Improvement Plan: Specific actions and timeline for addressing performance concerns, if needed

4. Project-Specific Assessment: Evaluation of performance on specific major projects during the review period

5. Team Leadership Assessment: Evaluation of leadership capabilities for employees in management positions

6. 360-Degree Feedback Summary: Incorporation of feedback from peers, subordinates, and other stakeholders if 360-degree review process is used

What schedules should be included in a Work Evaluation?

1. Performance Metrics Data: Detailed statistics and data supporting the performance evaluation

2. Job Description: Current job description against which performance is measured

3. Previous Evaluation Summary: Summary of the last evaluation for progress comparison

4. Training Record: Record of training and development activities completed during the evaluation period

5. KPI Achievement Evidence: Supporting documentation for key achievements and project outcomes

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 Industries

Professional Services

Technology

Healthcare

Education

Manufacturing

Retail

Financial Services

Government

Hospitality

Construction

Non-profit

Telecommunications

Transportation

Energy

Agriculture

Relevant Teams

Human Resources

Finance

Marketing

Sales

Operations

Information Technology

Research and Development

Customer Service

Legal

Administration

Quality Assurance

Production

Supply Chain

Public Relations

Executive Leadership

Relevant Roles

Chief Executive Officer

Department Director

Manager

Team Leader

Supervisor

HR Manager

Project Manager

Software Developer

Financial Analyst

Marketing Specialist

Sales Representative

Customer Service Representative

Administrative Assistant

Operations Manager

Research Scientist

Teacher

Nurse

Accountant

Engineer

Legal Counsel

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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