The Appraisal Letter serves as a crucial document in the Australian workplace performance management process, providing a formal written record of an employee's performance evaluation. This document is typically issued following a performance review meeting and forms part of the employee's official employment record. The letter must comply with Australian employment legislation, particularly the Fair Work Act 2009, and should be written in a clear, objective manner that accurately reflects the discussion and outcomes of the performance review. The Appraisal Letter includes performance assessments, achievements, areas for improvement, and future goals, while also potentially addressing compensation reviews or career development opportunities. It serves both as a record of past performance and a roadmap for future development, making it an essential tool for performance management and employee development.
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1. Letter Header: Company letterhead, date, and formal addressing of the employee
2. Opening Statement: Reference to the performance review period and meeting date
3. Performance Summary: Overall assessment of employee's performance during the review period
4. Key Achievements: Specific accomplishments and contributions during the review period
5. Core Competencies Assessment: Evaluation of performance against key job responsibilities and competencies
6. Goals Review: Assessment of achievement against previously set goals
7. Future Objectives: New goals and objectives for the upcoming period
8. Closing Statement: Acknowledgment of contribution and encouragement for future performance
9. Signature Block: Formal closing with manager's signature and employee acknowledgment section
1. Compensation Review: Include when the appraisal involves salary adjustments or bonus discussions
2. Professional Development Plan: When specific training or development opportunities are being recommended
3. Performance Improvement Requirements: When addressing specific areas requiring improvement with detailed action plans
4. Promotion Discussion: When the appraisal includes career progression or promotion considerations
5. Special Projects/Assignments: When discussing new responsibilities or special projects being assigned
1. Performance Metrics Summary: Detailed breakdown of performance scores across different categories
2. Goal Setting Template: Structured template for documenting new goals and objectives
3. Skills Assessment Matrix: Detailed evaluation of technical and soft skills
4. Development Plan: Detailed professional development activities and timeline
5. Performance Improvement Plan: If required, detailed plan with specific metrics and timelines for improvement
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Relevant Teams
Human Resources
Finance
Operations
Sales
Marketing
Information Technology
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Research and Development
Customer Service
Production
Quality Assurance
Business Development
Administration
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Chief Executive Officer
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Software Engineer
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Account Executive
Technical Support Specialist
Business Analyst
Quality Assurance Engineer
Legal Counsel
Product Manager
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