The 3 Month Appraisal Form Template is designed for use in Australian workplaces to facilitate formal performance reviews during the early stages of employment. This document is typically used at the quarter-way point of a standard 12-month probationary period, though it may also be used for shorter probationary periods or specific project-based roles. The template ensures compliance with Australian employment law, including the Fair Work Act 2009 and various anti-discrimination legislation, while providing a structured framework for evaluating employee performance, setting objectives, and identifying development needs. It includes sections for both quantitative and qualitative assessment, ensuring comprehensive evaluation of the employee's progress and integration into the organization.
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1. Employee Information: Basic details including employee name, position, department, start date, and reporting manager
2. Review Period: Specific dates covering the 3-month review period
3. Performance Objectives: List of key performance objectives set at the beginning of employment
4. Core Competencies Assessment: Evaluation of fundamental skills and behaviors required for the role
5. Achievement of Goals: Assessment of progress towards established objectives and targets
6. Strengths and Achievements: Documentation of notable accomplishments and demonstrated strengths
7. Areas for Development: Identification of skills or competencies requiring improvement
8. Training and Support: Documentation of training received and additional support needed
9. Overall Performance Rating: Summary rating based on predetermined performance scale
10. Future Objectives: Setting of new goals and objectives for the next period
11. Sign-off Section: Space for signatures of employee, manager, and HR representative with dates
1. Project-Specific Performance: For employees involved in specific projects during the review period
2. Technical Skills Assessment: Detailed evaluation of role-specific technical capabilities
3. Leadership Capabilities: For employees in or being groomed for leadership positions
4. Client/Stakeholder Feedback: When external feedback is relevant to the role
5. Safety and Compliance: For roles with specific safety or regulatory requirements
6. Remote Work Performance: For employees working remotely or in hybrid arrangements
7. Probation Extension Recommendation: When performance indicates need for extended probation period
1. Performance Rating Scale: Detailed explanation of the rating system and criteria for each level
2. Core Competencies Framework: Detailed breakdown of expected competencies and behaviors for the role
3. Development Resources: List of available training programs and development resources
4. Position Description: Current role description against which performance is measured
5. Employee Response Form: Template for formal employee response to the appraisal
Authors
Relevant legal definitions
Clauses
Relevant Industries
Professional Services
Financial Services
Technology
Healthcare
Education
Manufacturing
Retail
Construction
Mining
Public Sector
Hospitality
Telecommunications
Non-Profit
Legal Services
Transportation and Logistics
Relevant Teams
Human Resources
People and Culture
Learning and Development
Talent Management
Employee Relations
Performance Management
Organizational Development
Legal
Compliance
Senior Leadership
Relevant Roles
Human Resources Manager
HR Business Partner
People and Culture Manager
Talent Development Specialist
Department Manager
Team Leader
Supervisor
Line Manager
Operations Manager
Project Manager
Performance Management Specialist
Chief Human Resources Officer
HR Director
Employee Relations Manager
Organizational Development Manager
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