Annual Review Letter

Annual Review Letter Template for New Zealand

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Key Requirements PROMPT example:

"I need an Annual Review Letter for a high-performing senior software developer who is receiving a 15% salary increase and promotion to Team Lead, effective March 1, 2025, with emphasis on their leadership achievements and new management responsibilities."

Document background

The Annual Review Letter is a crucial employment document used in New Zealand to formalize the outcomes of employee performance reviews. It serves as an official record of the annual review process, capturing key discussions about performance, development, and compensation in accordance with New Zealand employment law. The document is typically issued following a formal performance review meeting and includes essential information such as performance assessment, salary adjustments, bonus determinations, and future objectives. The Annual Review Letter plays a vital role in maintaining clear communication between employers and employees while ensuring compliance with legal requirements for documentation of employment-related decisions. It should be drafted in accordance with the Employment Relations Act 2000 and related legislation, incorporating principles of good faith and fair dealing that are fundamental to New Zealand employment law.

Suggested Sections

1. Letter Header: Company letterhead, date, and recipient's details

2. Opening Acknowledgment: Reference to the review meeting date and participants

3. Review Period: Clear statement of the period covered by the review

4. Performance Summary: Overview of key achievements and performance against previous objectives

5. Compensation Updates: Any changes to salary, benefits, or other compensation elements

6. Future Objectives: Key performance objectives and expectations for the coming year

7. Closing Statement: Acknowledgment of contribution and encouragement for future performance

8. Signature Block: Manager's signature and title

Optional Sections

1. Development Plan: Specific training or development opportunities identified for the coming year - include when professional development needs have been identified

2. Special Recognition: Acknowledgment of specific achievements or contributions - include for exceptional performance

3. Promotion Details: Information about role changes or promotions - include when applicable

4. Performance Improvement Requirements: Specific areas requiring improvement and action plans - include when performance issues need addressing

5. Market Adjustment Note: Explanation of market-based salary adjustments - include when relevant to compensation changes

Suggested Schedules

1. Performance Metrics Summary: Detailed breakdown of performance against KPIs and objectives

2. Compensation Details: Detailed breakdown of any changes to compensation package

3. Development Plan Details: Comprehensive outline of training and development activities planned

4. Job Description: Updated job description if role has changed or been modified

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

alex.den.21@genieai.co

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Hospitality

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Transportation

Telecommunications

Energy

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Relevant Teams

Human Resources

People Operations

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Performance Management

Compensation and Benefits

Legal

Employee Relations

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Executive Leadership

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HR Manager

HR Director

People Operations Manager

Talent Management Director

Compensation Specialist

HR Business Partner

Performance Management Specialist

Department Manager

Line Manager

Senior Manager

Director

Vice President

Chief Executive Officer

Chief Human Resources Officer

Employment Relations Manager

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Authors

Alex Denne

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