Probation review form template
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.
- 1 page / 228 words.
- Last updated 01/02/2025.
- Designed for United Kingdom use.
- Suitable for use in other territories; check local laws first.
- Instantly download as Word / PDF / plain text, or send by email.
- Includes 12 months’ access, with all updates to this page provided free of charge and notified to you.
Probation review form
| Employee Name: | |
| Position: | |
| Probation date: | |
| Contact telephone: |
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
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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.
It is usually delivered to the Employee by the Employer / HR.
It should be actioned during the meeting itself.
Compliance
Compliance
This Probation review form template incorporates relevant UK laws and HR standards, including those listed below:
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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.
Flowchart
Flowchart
Check which resources should be implemeted before and/or after the Probation review form template, to understand the workflow.
Probation review meeting invitation letter
Our Probation Review Meeting Invitation Letter Template schedules structured discussions, ensuring clarity and preparation for employee evaluations.
Probation complete confirmation letter
Our Probation Complete Confirmation Letter Template formalises successful probation periods, providing reassurance and acknowledgment to employees.
Frequently Asked Questions
Frequently Asked Questions
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Can I use this template in my small business?
Yes. The Probation review form template is designed to be flexible and suitable for organisations of all sizes, including small businesses and charities. It follows UK employment law best practice, so even if you don't have an in-house HR team, you can confidently apply it.
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Is this template compliant with 2025 UK employment law?
Absolutely. All of our templates are drafted with the latest ACAS guidance and UK employment legislation in mind. We review and update them regularly, so you can be confident they remain compliant.
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Can I customise it for my organisation?
Yes, we highlight the areas 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.
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Do I get instant access?
Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable Word or Excel format so you can customise them easily, and in PDF format for easy sharing.
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What if I need more help, not just this template?
If you're looking for broader support, we also offer toolkits and library bundles that include this template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.
