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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.
| Employee Name: | |
| Position: | |
| Probation date: | |
| Contact telephone: |
Probation Assessment
Performance Evaluation:
Performance Against Job Duties:
Performance Against Values and
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For more value, this is also found in our Full library and Probation templates toolkit
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.
Related HR resources and workflow
Explore the HR resources that may be relevant before and / or after using the Probation review form, helping you understand the wider process, maintain appropriate documentation and follow a consistent approach.
Our Probation Review Meeting Invitation Letter Template schedules structured discussions, ensuring clarity and preparation for employee evaluations.
Our Probation Complete Confirmation Letter Template formalises successful probation periods, providing reassurance and acknowledgment to employees.
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.
Equality Act 2010: Ensures that evaluations during the probationary period are not influenced by discrimination based on protected characteristics.
Data Protection Act 2018: Ensures that employee data related to probationary reviews is handled securely and in compliance with data protection regulations.
Yes. This template has been designed for organisations of all sizes, including small businesses, charities and growing employers. It follows UK employment law best practice and can be adapted to suit your organisation.
Our templates are developed with UK employment legislation, Acas guidance and HR best practice in mind and are reviewed and updated as relevant requirements change. However, every employment situation is different, so the template should be adapted to the circumstances and checked against the employee's contract and your organisation's procedures before use.
Yes, we highlight the areas of the document that you need to update with your own details, and where you need to make decisions to suit your situation. This saves you time and ensures that you meet best practice.
Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable format (such as .doc or .xls) so you can customise them easily, and in PDF format for easy sharing.
If you're looking for broader support, we also offer toolkits and library bundles that include the Probation review form template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.
AI can produce a document quickly, but effective HR documentation needs to be more than well-written words. It needs to reflect relevant UK employment law, HR best practice, practical considerations and the circumstances in which it will be used. These resources have been professionally developed around that wider HR context, drawing on extensive practical experience, rather than simply generating a generic document from a prompt.
Darryl Horn, Chartered HR Director
Darryl is a Chartered HR professional with over 25 years' experience in senior HR and employee relations roles.
He has extensive practical experience of managing probation processes and founded hrdocbox to provide businesses with practical, professionally developed HR resources grounded in UK employment law and best practice.
"Darryl provides support and advice with excellent judgement, and has a strong understanding of people, policies and UK employment legislation."
"He is someone I trust; consistent, dependable, and committed to doing things properly."
Probation toolkit
12 templates
£34.90
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