Probation review form template

£ 15

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.

Why this form is necessary

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.

  • 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.

Workflow sequence

Previous step
Probation review meeting invitation letter template

Our Probation Review Meeting Invitation Letter Template schedules structured discussions, ensuring clarity and preparation for employee evaluations.

This step
Probation review form template
Next step
Probation complete confirmation letter template

Our Probation Complete Confirmation Letter Template formalises successful probation periods, providing reassurance and acknowledgment to employees.


Reading time icon
Time to read / prep / use
5 mins
Document specs icon
Word count / length
190 words, 1 page A4
Date last reviewed icon
Date last reviewed
1 June 2024
probation review form template

Employee Name: [Insert Employee Name]

Position: [Insert Position Title]

Probation Period: [Insert Probation Period Dates]

Probation Assessment

  1. Performance Evaluation:

    • Performance Against Job Duties:

      • Below Expectations
      • Meets Expectations
      • Exceeds Expectations
    • Performance Against Values and Behaviours:

      • Below Expectations
      • Meets Expectations
      • Exceeds Expectations
    • Company and Departmental Standards of Conduct:

      •  Below Expectations
      •  Meets Expectations
      •  Exceeds Expectations
  1. Comments and Feedback:

    • Provide any additional comments or feedback regarding the employee's performance, behaviour, or conduct during the probationary period.
  2. 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: ____________

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Version: [1.0]

Issue date: [date]

Why choose our Probation review form template?

Our content:

Is easy to edit and execute, with comprehensive implementation guidance.
Is designed by accredited, experienced HR practitioners.
Maintains your compliance with ACAS guidelines, legislation, and industry best practices.
Includes 12 months access to your purchase, with email alerts if updated or expanded.

Stop doing this:

Wasting money buying documents that don't meet best practice or legislation.
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Wasting time creating documents from scratch.

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