Staff Performance Review

Policy	Employees of the organisation will undergo a performance review annually to assess performance, identify areas for improvement and specify any training needs.

Definitions	Nil 

Procedure
Organisation of performance review
•	Performance reviews are conducted by the Manager or the employee’s Program Supervisor every year or as required. 
•	The Program Supervisor will organise appointments for performance reviews with their employees.  
•	The Manager will conduct Program Supervisors’ performance reviews.

Preparation for performance review interview
•	The Manager or Program Supervisor will notify employees in writing, two weeks in advance, of the date and time of their performance review.  
•	Employees should complete a Staff Training Needs Self-Assessment before the date of the review. They should take their self-assessments to the performance interview.
•	The Manager or Program Supervisor will review the performance of their employees over the past year and make notes for the interview.

Conduct of performance review interview
•	Annual performance reviews seek to:
o	clarify any issues relevant to the employee’s job description and performance standards
o	identify the employee’s strengths 
o	identify areas where the employee needs to improve
o	discuss the Staff Training Needs Self-Assessment completed by the employee and any training that will help the employee improve their skills
o	make changes to the employee’s Staff Training Needs Self-Assessment, where necessary.  (Both parties must sign this document as agreement on the employee’s training needs.) 
o	identify training/development activities that are required
o	identify and confirm the actions to be taken to improve performance.
•	All employees will be interviewed by the Manager or their Program Supervisor. Either party can request that the Manager be present during the interview. 
•	The Staff Performance Review Feedback will be completed by the Manager or Program Supervisor and signed by that person and the employee.
•	Where strategies for performance improvement are required, a Staff Performance Improvement Plan should be completed and signed by the employee and supervisor.

Training
•	After the Staff Performance Review, a Staff Training Plan should be completed and signed by both the employee and their supervisor.  
•	One copy of the completed Staff Training Plan should be sent to the Manager for information purposes.
•	One copy of the completed Staff Training Plan should be filed in the employee’s file.
•	If internal or external training is to be undertaken, a Staff Training Application should be completed at least five (5) working days before the date of training.  
•	The Manager is required to approve the Staff Training Application.  
•	After training has been undertaken, a Staff Training Evaluation form must be completed within ten (10) days. 

Discrimination
•	If employees believe that they have been directly or indirectly discriminated against in the performance review, they should contact the Manager.

Related documents	
Staff Performance Improvement Plan
Staff Training Needs Self-Assessment
Staff Performance Review Feedback
Staff Training Plan
Staff Training Application
Staff Training Evaluation