This Performance Appraisal Template is designed for Australian organizations to conduct systematic and fair employee performance evaluations in compliance with relevant employment legislation. It should be used during formal performance review periods, typically conducted annually or bi-annually, to document employee achievements, areas for improvement, and development goals. The template incorporates best practices in performance management while ensuring compliance with the Fair Work Act 2009 and anti-discrimination laws. It serves as a crucial tool for maintaining transparent performance standards, supporting career development, and creating a documented history of performance discussions.
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1. Employee Information: Basic details including employee name, position, department, manager, and review period
2. Performance Rating Scale: Definition and explanation of the rating scale used throughout the appraisal (e.g., 1-5 scale with descriptions)
3. Key Performance Indicators (KPIs): Assessment of performance against predetermined KPIs and objectives set in the previous review period
4. Core Competencies Assessment: Evaluation of essential skills, behaviors, and competencies required for the role
5. Overall Performance Summary: Summary of the employee's overall performance, including key achievements and areas for improvement
6. Future Goals and Objectives: Setting of new goals and objectives for the next review period
7. Development Plan: Identified areas for professional development and planned actions
8. Acknowledgment and Signatures: Space for employee and manager signatures, dates, and any comments
1. 360-Degree Feedback Summary: Summary of feedback from peers, subordinates, and other stakeholders - include when organization uses 360-degree feedback system
2. Project-Specific Performance: Detailed evaluation of performance on specific projects - include for project-based roles
3. Leadership Competencies: Assessment of leadership capabilities - include for management positions
4. Sales Performance Metrics: Detailed sales performance evaluation - include for sales roles
5. Technical Skills Assessment: Evaluation of specific technical skills - include for technical roles
6. Compliance and Risk Management: Assessment of compliance with regulatory requirements - include for roles with significant compliance responsibilities
1. Schedule A - Competency Framework: Detailed description of all competencies and their assessment criteria
2. Schedule B - Rating Scale Guidelines: Comprehensive guidelines for applying the performance rating scale
3. Schedule C - Role-Specific KPI Definitions: Detailed definitions and measurement criteria for role-specific KPIs
4. Appendix 1 - Development Resources: List of available training, development programs, and resources
5. Appendix 2 - Performance Improvement Plan Template: Template for documenting specific performance improvement requirements when needed
Authors
Relevant legal definitions
Clauses
Relevant Industries
Financial Services
Technology
Healthcare
Education
Retail
Manufacturing
Professional Services
Government
Non-Profit
Construction
Mining
Telecommunications
Hospitality
Agriculture
Transport and Logistics
Relevant Teams
Human Resources
Performance Management
Learning and Development
Organizational Development
People and Culture
Employee Relations
Talent Management
Management
Leadership
Operations
Relevant Roles
Chief Executive Officer
Department Manager
Team Leader
Human Resources Manager
Performance Management Specialist
Line Manager
Supervisor
Department Head
Regional Manager
Project Manager
Operations Manager
Branch Manager
Division Head
Senior Executive
Managing Director
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