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FREE HR TEMPLATES

100% free performance & employment HR policy templates

Clear, professional templates to help manage employee performance, development and employment lifecycle. 100% free, fully editable and aligned with Australian workplace laws.

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What are performance & employment HR policies?

Performance and employment policies establish clear frameworks for managing the employee lifecycle from probation through to exit. They cover performance expectations, development opportunities, disciplinary processes and termination procedures.

These policies help businesses comply with Fair Work requirements, ensure procedural fairness in disciplinary matters and create consistent processes for managing performance. Essential for protecting both employers and employees while maintaining productive workplace relationships.

Team meeting discussing performance and development
PERFORMANCESUPPORT

Capability Management Policy

Provides a framework for managing employees who are not meeting performance standards due to skill or ability gaps. Covers assessment, support, improvement plans and potential outcomes.

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OFFBOARDINGPROCESS

Exit Management Policy

Establishes procedures for managing employee departures professionally. Covers resignation handling, exit interviews, knowledge transfer, final pay and return of company property.

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DISCIPLINEFAIR WORK

Misconduct Policy

Defines what constitutes misconduct and serious misconduct in the workplace. Outlines investigation procedures, disciplinary actions and the right to procedural fairness.

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PERFORMANCEREVIEWS

Performance Management Policy

Sets out the framework for managing employee performance including goal setting, feedback, reviews and performance improvement processes. Aligned with fair and consistent practices.

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ONBOARDINGASSESSMENT

Probation Policy

Outlines the probationary period process for new employees including duration, assessment criteria, feedback mechanisms and outcomes. Helps ensure fair evaluation of new hires.

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TERMINATIONFAIR WORK

Termination of Employment Policy

Covers the various ways employment can end including resignation, redundancy and dismissal. Outlines notice periods, final entitlements and compliance with Fair Work requirements.

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TRAININGDEVELOPMENT

Training & Development Policy

Establishes the organisation's approach to employee learning and development. Covers training needs assessment, development opportunities, study assistance and career progression.

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Common performance & employment issues employers face

Without clear policies, these situations become harder to manage

Unclear expectations

Employees unsure of performance standards

Unfair dismissal claims

Terminations without proper process

Probation confusion

Unclear assessment criteria for new hires

Misconduct disputes

No clear definitions or procedures

No development path

Employees leaving due to lack of growth

Poor offboarding

Knowledge loss and incomplete handovers

These templates help you manage performance and employment consistently and fairly.

What should a performance & employment policy include?

Essential sections for comprehensive policies

Clear performance standards and expectations
Fair and consistent review processes
Performance improvement procedures
Disciplinary steps and procedural fairness
Training and development opportunities
Termination procedures and entitlements

This is why we offer multiple templates—each covers different aspects of performance and employment management.

Who these templates are best for

Small businesses without HR support
Growing teams hiring regularly
Healthcare and aged care providers
Businesses focused on staff development
Employers wanting Fair Work compliance

What happens without these policies?

Without policies

  • Unclear performance expectations
  • Risk of unfair dismissal claims
  • Inconsistent disciplinary actions
  • Poor employee retention

With policies

  • Clear standards for all employees
  • Defensible termination processes
  • Fair and consistent treatment
  • Engaged and developing workforce

Legal disclaimer

These templates are designed to reflect Australian workplace standards and Fair Work principles at the time of publication. They are provided as a general guide only and do not constitute legal advice.

Performance management and termination processes must comply with Fair Work Act requirements including procedural fairness. Your specific obligations may vary based on your modern award, enterprise agreement or employment contracts. For complex situations, independent legal or HR advice should be sought.

Why these policies matter

Well-defined performance and employment policies create clarity for both managers and employees. They ensure everyone understands expectations, processes and consequences.

Clear policies also protect your business by demonstrating compliance with Fair Work requirements and procedural fairness. They provide documentation that supports defensible decision-making in performance and termination matters.

These templates give you a strong foundation for managing the employment lifecycle professionally and legally.

FAQ

Performance & employment policies FAQ

  • Typically annually, with informal check-ins quarterly. New employees should have more frequent reviews during probation. Our Performance Management Policy establishes your review framework.
  • A PIP is a formal process to help underperforming employees improve. It sets clear goals, timelines and support measures. Use our PIP template and ensure you follow procedural fairness throughout.
  • Yes, but only after following proper performance management processes. You must give warnings, opportunity to improve, support and time. Jumping to dismissal without proper process risks unfair dismissal claims. See our Capability Policy.
  • Use SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound) that align with business objectives. Document them clearly and review progress regularly. Our performance review template provides a structured format.
  • Capability is when an employee cannot meet standards despite trying (skill/ability issue). Misconduct is when they will not meet standards (behaviour/conduct issue). Each requires different management approaches outlined in our Capability and Misconduct policies.

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