This is an HTML version of an attachment to the Official Information request 'ACC HR policies'.

Manage Performance Review v3.0
Conduct the performance conversation with the em-
Summary
ployee.
In Te Kahu, update the performance ratings for the em-
Objective
ployee. (Do not click submit as this will share the rating 
The process of:
with the employee.)
- An employee completing a self evaluation,
- A people leader reviewing and finalizing the outcome,
Attend moderation session.
- A people leader communicating these outcomes with the em-
ployee.
NOTE What happens if a rating needs to be 
Owner
[Out of Scope]
changed during moderation?
Update the rating in Te Kahu. You may now click 
Expert
[Out of Scope]
submit and your employee will see the rating.
NOTE What if there was additional information 
Procedure
needing to be captured after the rating has 
been submitted?

1.0 Communicate upcoming and required actions
Contact HR help
HR Help, Remuneration Advisor
a

Conduct the outcome conversation with the employee.
In Te Kahu, set the review period so that the performance 
documents can be created.
b
NOTE What if employee wants to dispute an out-
Complete the goal performance process.
come?
NOTE What if the status is still displaying 'Run-
See link for review process and carry on to step 
ning'?
4.0.
Click on the arrow next to ‘View Log’ which will 
QRG - Check-ins
show the current status.
Send email to all employees advising performance docu-
ments are ready.
4.0 Send rating review letter to manager
HR Advisor
Generate manual letter to confirm the outcome of the 
review.
2.0 Complete self evaluation
Employee
NOTE Populate the amendment of Rating & 
a
Remuneration following review letter - if re-
In Te Kahu, open performance documents and complete 
quired.
self evaluation.
Saved in (I:\humres\Talent Advisory Services 
QRG - Completing Performance Evaluation
Team\Team Tools & Resources\Letter Templates
NOTE What if you would like someone to provide 
\3. Change to employment terms).
feedback?
In Outlook, email letter to manager.
In Te Kahu, complete the following fields under 
In Te Kahu, update approved rating change.
the "Request Feedback for Me" section in the 
Feedback tab:
• Who do you want to ask?
5.0 Discuss review with employee
• Share feedback with manager
People Leader
• Questionnaire (select)
Review the letter from HR Help.
• Additional Questions
• Provide Feedback By
Sign and provide a copy to the employee.
• Message
In Outlook, send a signed copy to HR Help.
NOTE What if you want to review feedback given to 
you?
Navigate to the "Feedback Given to Me" section.
6.0 Update details
HR Advisor, Remuneration Advisor
QRG - Requesting and Reviewing Feedback
In Te Kahu, search for the employee by their name or 
Save the "Self Evaluation".
person number and update their details.
NOTE How do you update an employees details?
3.0 Conduct performance conversation
• Select the "My Client Groups" option under the
People Leader
"Person Management" tile.
• Select the ‘Actions’ icon at the right-hand side
In Te Kahu, review all relevant information for the em-
of the relevant employee’s row, then Personal
ployee.
and Employment > Document Records.
NOTE What is the relevant information for an em-
• Click the ‘Add’ button, select the appropriate
ployee?
‘Document Type ’, then complete all the neces-
• Feedback received for the employee.
sary fields, including the ‘Attachments’ section.
• Employee self evaluation.
Click ‘Submit’ to save the record.
ACC > Human Resource Management > Manage Talent Service Delivery > Manage Performance  > Manage Performance Review
Uncontrolled Copy Only : Version 3.0 : Last Edited Friday, 28 April 2023 2:14 pm : Printed Friday, 7 June 2024 1:18 pm
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