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Employee Review Template for New Zealand

A formal employee review document compliant with New Zealand employment law, designed to facilitate structured performance evaluations between employers and employees. This document provides a framework for assessing employee performance, setting objectives, and documenting development needs while ensuring compliance with the Employment Relations Act 2000 and other relevant New Zealand legislation. It includes provisions for performance metrics, career development planning, and mutual feedback mechanisms, serving as an official record of performance discussions and agreed-upon future objectives.

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What is a Employee Review?

This Employee Review document is designed for use in New Zealand workplaces to facilitate formal performance evaluations and development discussions between employers and employees. It aligns with requirements under the Employment Relations Act 2000 and related employment legislation, providing a structured framework for documenting performance assessments, setting objectives, and planning professional development. The document should be used during scheduled performance reviews (whether annual, bi-annual, or quarterly) and includes sections for performance evaluation, goal setting, development planning, and mutual feedback. It serves as both a record of achievement and a planning tool for future performance, while ensuring fair and transparent review processes in accordance with New Zealand employment law requirements.

What sections should be included in a Employee Review?

1. Employee Information: Basic details including employee name, position, department, and review period

2. Review Details: Information about the review date, type (annual/quarterly/probation), and participating managers

3. Performance Objectives Review: Assessment of performance against previously set objectives and KPIs

4. Core Competencies Evaluation: Assessment of key competencies required for the role

5. Achievement Summary: Overview of key achievements during the review period

6. Areas for Development: Identification of skills or competencies requiring improvement

7. Future Objectives: Setting new objectives and KPIs for the next review period

8. Employee Comments: Space for employee to provide feedback and comments on the review

9. Sign-off: Signatures from employee, reviewer, and any other required parties with dates

What sections are optional to include in a Employee Review?

1. Salary Review: Used when the performance review is linked to compensation decisions

2. Career Development Plan: Include when discussing long-term career progression and development opportunities

3. Training Needs Analysis: Used when specific training or development needs are identified

4. 360-Degree Feedback Summary: Include when feedback has been gathered from multiple sources

5. Project-Specific Performance: Used for employees involved in significant projects during the review period

6. Health and Safety Compliance: Include for roles with significant health and safety responsibilities

7. Cultural and Values Assessment: Used when evaluating alignment with company values and culture

What schedules should be included in a Employee Review?

1. Performance Metrics: Detailed breakdown of quantitative performance indicators and achievements

2. Competency Framework: Detailed description of competencies and rating criteria

3. Development Plan: Detailed action plan for addressing development needs

4. Previous Review Summary: Summary of outcomes and objectives from the last review period

5. Role Description: Current role description and responsibilities against which performance is measured

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

Jurisdiction

New Zealand

Publisher

Genie AI

Document Type

Employment Form

Cost

Free to use

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