Probation templates toolkit

• Includes 12 months' access to 12 Probation templates, with all updates to the Probation templates toolkit provided free of charge and notified to you.
• UK-specific accuracy.
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Probation

A probation period, also known as a probationary period, is a specified timeframe at the beginning of employment during which both the employer and the new employee have the opportunity to assess each other and determine if the role is a good fit. It's essentially a trial period designed to evaluate the employee's performance, behaviour, and suitability for the position, as well as to provide the employee with an opportunity to evaluate the company culture and job responsibilities.

Key aspects of a probation period typically include:

1. Duration: Probation periods can vary in length but commonly last anywhere from 30 to 90 days, although they can be longer in some cases.

2. Performance Evaluation: During the probation period, the employee's performance is closely monitored and evaluated by their supervisor or manager. This evaluation may include feedback on job performance, adherence to company policies, and interactions with coworkers and clients.

3. Training and Support: Employers may provide additional training or support to help the new employee succeed during the probationary period. This could include additional coaching, mentoring, or access to resources to enhance their skills and knowledge.

4. Termination: If the employee's performance or conduct during the probation period is unsatisfactory, the employer reserves the right to terminate the employment without notice or severance pay. Similarly, the employee may choose to resign if they feel the position is not a good fit for them.

5. Confirmation or Extension: At the end of the probation period, the employer will typically decide whether to confirm the employee's permanent status with the company, extend the probation period, or terminate the employment. If the employee's performance meets expectations, they may be confirmed as a permanent employee and become eligible for benefits and other perks offered by the company.

Probation periods provide both parties with a degree of flexibility and protection during the early stages of employment, allowing them to make informed decisions about the future of the working relationship.

Probation templates are essential for managing a low-risk, compliant Probation process.

Probation workflow

Here we show you which resources to use to effectively support a probationary period, taking into account the different decisions and directions that are likely / possible.

Following this flowchart will ensure that you factor in all eventualities, follow legal / code of conduct or best practice processes, communicate effectively, and reduce the risk of things going wrong.