Probation Review Form
- Keep good records
- Monitor your staff member's progress
- Clear and easy to complete
This template Probation review form allows you to record the progress of your employee throughout their probation period.
It is good practice to use a Probation review form to keep a record of how a staff member is progressing, set objectives for your staff member and assess their performance against those objectives during their probation period.
This template form suggests key competencies to look at throughout the probation period and includes an outcome section to record whether your staff member has passed their probation (and if not, why not) and/or whether the staff member’s probation period should be extended (and if so, why and what areas of improvement are needed).
Completing the information in this template Probation review form throughout your staff member’s probation period helps you give appropriate advice and guidance. It also provides good records to support your conclusions about the outcome of your staff member’s probation.
Q&A
When should I use this document?
You should use this template Probation review form throughout your staff member’s probation period. The form contains sections to be completed at the initial, mid, and final review stages which helps you to monitor your staff member’s progress and assess their probation period.
What does this document cover?
This Probation review form sets out all the information you need to complete during your employee’s probation reviews. For example, it includes your employee’s personal details, dates of relevant probation meetings, objectives and competencies, and training and development needs. It contains sections to include information about your staff member’s initial meetings, mid-probation reviews, and final review.
It also includes an outcome section setting out whether your staff member has passed their probation and if not, the reasons why not, and whether the staff member’s probation period should be extended (and if so, why and what areas of improvement should be focused on).
Why do I need this document?
This Probation review form helps you to record and manage your staff member’s probation period. It provides sections for you to assess the staff member’s competencies in relevant areas, including suggested competencies. It also provides space for you to assess any training and development the staff member might need.
Using a Probation review form is good practice because it ensures that you keep accurate records. It also helps you to justify decisions you make about the staff member’s probation outcome.
Where can I find out more?
You can find further guidance about managing probation periods at Managing staff performance.
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