Supervisor Assessment Form Template for Australia

This document is a standardized performance assessment tool designed for use in Australian workplaces, compliant with the Fair Work Act 2009 and relevant state employment legislation. It provides a structured framework for supervisors to evaluate employee performance, document achievements, identify areas for improvement, and set development goals. The form incorporates both quantitative and qualitative assessment criteria, ensuring a comprehensive evaluation while maintaining compliance with Australian workplace laws regarding fair treatment, anti-discrimination, and privacy requirements.

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What is a Supervisor Assessment Form?

The Supervisor Assessment Form is a critical human resources document used in Australian organizations to facilitate formal performance evaluations. This document is designed to comply with Australian employment legislation, including the Fair Work Act 2009 and various anti-discrimination laws. It should be used during regular performance review cycles, typically annually or bi-annually, or at the conclusion of probationary periods. The form captures essential information about employee performance, including achievement of KPIs, behavioral competencies, and development needs. It serves multiple purposes: documenting performance for HR records, providing feedback for employee development, supporting promotion and compensation decisions, and ensuring legal compliance in performance management processes.

What sections should be included in a Supervisor Assessment Form?

1. Employee Information: Basic details including employee name, position, department, employee ID, and assessment period

2. Supervisor Information: Details of the supervising manager conducting the assessment

3. Performance Criteria: Core competencies and skills being assessed, with rating scales for each criterion

4. Key Performance Indicators (KPIs): Specific measurable targets and achievements during the assessment period

5. Behavioral Competencies: Assessment of workplace behaviors, teamwork, and interpersonal skills

6. Goals Review: Evaluation of progress on previously set goals and objectives

7. Overall Performance Rating: Summary rating of the employee's overall performance

8. Development Plan: Identified areas for improvement and proposed action steps

9. Comments Section: Space for detailed feedback and specific examples

10. Acknowledgment: Signatures of supervisor and employee confirming discussion of assessment

What sections are optional to include in a Supervisor Assessment Form?

1. Safety Compliance: Assessment of adherence to workplace health and safety procedures, used in roles with significant safety requirements

2. Project Management: Evaluation of project management capabilities, used for employees in project leadership roles

3. Technical Skills: Assessment of role-specific technical competencies, used for specialized positions

4. Leadership Capabilities: Evaluation of leadership skills and potential, used for management positions or succession planning

5. Client/Stakeholder Management: Assessment of external relationship management, used for customer-facing roles

6. Innovation and Initiative: Evaluation of creative thinking and self-directed improvements, used for roles requiring significant innovation

What schedules should be included in a Supervisor Assessment Form?

1. Rating Scale Guide: Detailed explanation of the rating system and what each level represents

2. Competency Framework: Detailed descriptions of each competency and expected behaviors at different levels

3. Performance Standards: Specific criteria and examples for each performance level

4. Development Resources: List of available training and development opportunities

5. Previous Assessment Summary: Overview of past performance reviews and progress made

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60 Day Employee Performance Review

An Australian-compliant template for conducting and documenting 60-day employee performance reviews, aligned with Fair Work Act requirements.

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Download a Standard Supervisor Assessment Form

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What is a Supervisor Assessment Form?

What sections should be included in a Supervisor Assessment Form?

What sections are optional to include in a Supervisor Assessment Form?

What schedules should be included in a Supervisor Assessment Form?

Authors

Alex Denne

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