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Appraisal Letter for Australia

Appraisal Letter Template for Australia

An Appraisal Letter is a formal document used in Australian workplaces to document and communicate the outcomes of an employee's performance review. The document adheres to Australian employment law requirements, particularly the Fair Work Act 2009, and serves as an official record of performance assessment, achievement recognition, and future goal setting. It typically includes evaluation of key performance indicators, competencies, and achievements during the review period, while also outlining expectations and objectives for the upcoming period.

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What is a Appraisal Letter?

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.

What sections should be included in a Appraisal Letter?

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

What sections are optional to include in a Appraisal Letter?

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

What schedules should be included in a Appraisal Letter?

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

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

Australia

Publisher

Ƶ

Document Type

Service Letter

Sector

Cost

Free to use
Relevant legal definitions




















Clauses















Relevant Industries

Financial Services

Technology

Healthcare

Manufacturing

Retail

Education

Professional Services

Government

Non-profit

Construction

Mining

Agriculture

Telecommunications

Media and Entertainment

Transportation and Logistics

Relevant Teams

Human Resources

Finance

Operations

Sales

Marketing

Information Technology

Legal

Research and Development

Customer Service

Production

Quality Assurance

Business Development

Administration

Engineering

Product Management

Relevant Roles

Chief Executive Officer

Department Manager

Team Leader

Project Manager

Software Engineer

Financial Analyst

Sales Representative

Customer Service Representative

Operations Manager

Human Resources Manager

Marketing Specialist

Research Scientist

Administrative Assistant

Production Supervisor

Account Executive

Technical Support Specialist

Business Analyst

Quality Assurance Engineer

Legal Counsel

Product Manager

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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