Performance Review Template

Annual review template with goals, achievements, development plan.

What to include in a performance review

The employee’s full name, role and start date
Employment type (full-time, part-time, casual) and hours
Pay rate, pay cycle and superannuation
Leave entitlements
The applicable award or agreement, if any
Probation period and notice requirements
Signature and date for both parties

Practical notes for a Performance Review

Annual review template with goals, achievements, development plan.

Keep numbering sequential — gaps make reconciliation and audits harder
Store a copy for five years; the ATO can ask you to substantiate records
Send it the day the work finishes, not at the end of the month

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General information only — not legal, tax or financial advice. For contracts and tax documents, confirm your obligations with a qualified professional or the relevant authority.