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Probation Review Template for New Zealand

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Key Requirements PROMPT example:

Probation Review

"I need a Probation Review document for a software developer who has successfully completed their 90-day probation period, with the review scheduled for March 15, 2025, including specific evaluation of technical skills and team collaboration."

Document background
The Probation Review document is a crucial tool in New Zealand's employment framework, designed to facilitate a fair and transparent evaluation of new employees during their probationary period. It is typically used at the conclusion of a pre-determined probation period (usually 90 days or as specified in the employment agreement) or at key intervals during this period. The document serves multiple purposes: it provides a structured framework for assessing employee performance, ensures compliance with New Zealand employment law requirements, documents the employer's decision regarding continued employment, and creates a clear record of the review process. The review must be conducted in accordance with the Employment Relations Act 2000 and related legislation, incorporating principles of good faith and fair process. It should include specific examples of performance, behavior, and capabilities, as well as clear conclusions and next steps.
Suggested Sections

1. Employee and Review Details: Basic information including employee name, position, start date, probation period duration, and review date

2. Purpose of Review: Clear statement of the review's purpose and reference to the employment agreement's probation clause

3. Performance Criteria Assessment: Detailed evaluation of performance against pre-set criteria and job requirements

4. Attendance and Punctuality: Review of attendance record, punctuality, and time management

5. Behavioral Competencies: Assessment of behavior, teamwork, communication, and cultural fit

6. Training and Support Provided: Summary of training, support, and guidance provided during the probation period

7. Overall Conclusion: Clear statement of the review outcome and decision regarding employment status

Optional Sections

1. Areas for Improvement: Specific areas where performance or behavior needs enhancement - included when performance meets minimum standards but has room for improvement

2. Extension of Probation: Details of extended probation period and conditions - included when probation period is being extended

3. Termination Details: Information about employment termination process and final payments - included when employment is being terminated

4. Development Plan: Specific actions and timeline for improvement - included when continuing employment with development needs

5. Salary Review: Details of any salary adjustments following successful probation - included when applicable per employment agreement

Suggested Schedules

1. Performance Metrics: Detailed statistics and measurements of performance against KPIs

2. Training Record: Log of all training and support provided during probation period

3. Previous Performance Discussions: Summary of any formal or informal performance discussions held during probation

4. Employee Response: Written response or comments from the employee regarding the review

5. Position Description: Original job description against which performance was measured

Authors

Alex Denne

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

Relevant legal definitions

























Clauses






















Relevant Industries

Technology

Financial Services

Healthcare

Retail

Manufacturing

Education

Professional Services

Public Sector

Hospitality

Construction

Non-Profit

Transportation

Agriculture

Mining

Media and Entertainment

Relevant Teams

Human Resources

People Operations

Employee Relations

Personnel Management

Talent Management

Legal

Compliance

Management

Administration

Operations

Relevant Roles

Human Resources Director

HR Manager

HR Business Partner

People Operations Manager

Recruitment Manager

Employee Relations Manager

Department Manager

Team Leader

Supervisor

Line Manager

Chief Human Resources Officer

HR Coordinator

Personnel Manager

Talent Management Director

Operations 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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