Probation review form template
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The purpose of this form
🔒 Legislation / best practice met by it
🔒 The form template
The process sequence it appears in
Our Probation Review Form Template streamlines evaluation, ensuring consistent and objective assessments during the probationary period.
This model review form contains key areas which may require review within a formal evaluation of the performance of a new employee.
In addition, understanding whether the employee fits in to the culture of the organisation is vital, so it is recommended that an assessment of their performance against Core Values (if you have them) is also reviewed.
5 mins
What is a Probation review form?
The purpose of a Probation Review Form Template is to facilitate the evaluation and assessment of an employee's performance and suitability during their probationary period.
The form provides a structured and standardised way for managers or supervisors to review the employee's progress, strengths, areas for improvement, and overall performance against the set probationary objectives. It helps ensure consistency and fairness in the evaluation process by guiding managers to provide specific feedback and document any concerns or achievements during the probationary period. The template also allows for discussions on the employee's career development, training needs, and potential for confirmation in the role.
Ultimately, the Probation Review Form Template aids in making informed decisions about whether the employee should be confirmed in the position, given further support or training, or if their employment should be terminated based on performance during the probationary period.
During the meeting itself
The Employer (you) to the Employee
Great Britain & NI (United Kingdom), Worldwide
What legislation or best practices underpin this template / should I be aware of?
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Employment Rights Act 1996: Provides guidelines on the use and duration of probationary periods and the need to provide employees with feedback during the probationary period.
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Equality Act 2010: Ensures that evaluations during the probationary period are not influenced by discrimination based on protected characteristics.
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Data Protection Act 2018: Ensures that employee data related to probationary reviews is handled securely and in compliance with data protection regulations.
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🔒 To view this you will need to make a purchase.
Refer to your local employment legislation / labor laws to support the execution of the template. Review the wording for local accuracy.
Probation review
Employee Name: [Insert Employee Name]
Position: [Insert Position Title]
Probation Period: [Insert Probation Period Dates]
Probation Assessment
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Performance Evaluation:
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Performance Against Job Duties:
- Below Expectations
- Meets Expectations
- Exceeds Expectations
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Performance Against Values and Behaviours:
- Below Expectations
- Meets Expectations
- Exceeds Expectations
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Company and Departmental Standards of Conduct:
- Below Expectations
- Meets Expectations
- Exceeds Expectations
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Comments and Feedback:
- Provide any additional comments or feedback regarding the employee's performance, behaviour, or conduct during the probationary period.
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Probation Outcome:
- Extend Probation Period
- Pass Probation
- Terminate Employment
Probation Reviewer
Name: [Insert Reviewer's Name]
Position: [Insert Reviewer's Position Title]
Date: [Insert Review Date]
Employee Acknowledgement
I acknowledge that I have received feedback on my performance and conduct during the probationary period.
Employee Signature: ________________________
Date: ____________
Version: [1.0]
Issue date: [date]
What communication / process sequence is this part of?
Probation review meeting invitation letter template
Our Probation Review Meeting Invitation Letter Template schedules structured discussions, ensuring clarity and preparation for employee evaluations.
Probation complete confirmation letter template
Our Probation Complete Confirmation Letter Template formalises successful probation periods, providing reassurance and acknowledgment to employees.
Why buy our Probation review form template?
- It's easily editable and implementable, saving you time and money
- It's designed by CIPD accedited Chartered HR practitioners with operational experience in this area
- You will maintain compliance with ACAS guidelines, legislation, and industry best practices
- Email notifications for any updates made to this template or its accompanying materials
- 12 months of unrestricted access without any additional costs (any update in that period is free to you)
- A 25% discount on all library, toolkit, and template purchases/renewals
