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Probation review meeting invitation letter template

Reading time 3 minutes (inc. support info). Reviewed 15/03/2023.
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Our Probation Review Meeting Invitation Letter Template schedules structured discussions, ensuring clarity and preparation for employee evaluations.

If you have an employee on their probation period and you would like to meet with them to review their progres, issue this model invitation letter.

We also have budget-friendly bundles featuring this template:

What is a Probation review meeting invitation letter?

A Probation review meeting invitation letter is a formal letter that an employer sends to an employee who is on probation. The purpose of the letter is to inform the employee that their probation period is coming to an end and that a review meeting will be scheduled to discuss their progress and performance.

It is important that the letter is written in a clear and concise manner and that the employee is given sufficient notice to prepare for the meeting.

What are the best practice implementation milestones / timescales?

Step Description Responsibility Timing
1 Identify the need for a Probation Review Meeting Supervisor/Manager As required
2 Prepare the Probation Review Meeting Invitation Letter HR Department 14 days before the meeting
3 Send a Probation Review Meeting Invitation Letter to the employee HR Department 14 days before the meeting
4 Conduct the Probation Review Meeting Supervisor/Manager On the scheduled date
5 [Optional] Issue the Probation Review Outcome Letter HR Department After the meeting
Probation review meeting invitation letter template
probation review meeting invitation letter template

What legal and best practice aspects should employers be aware of?

When issuing a Probation review meeting invitation letter in the UK, there are a few key employment laws that should be considered:

  • Employment Contracts: The employment contract should be reviewed to ensure that it sets out the conditions that must be met for the employee to successfully complete their probationary period.

  • Notice: Employers should give the employee sufficient notice of the probation review meeting to allow them to prepare. This may be outlined in the employment contract or in the company's policies and procedures.

  • Discrimination Law: Employers must ensure that the probation review process is not discriminatory in any way. This means that the review process must not be based on the employee's race, gender, age, disability, religion, sexual orientation or any other protected characteristic.

  • Performance Management: Employers must ensure that the probation review process is fair and objective, and that employees are given adequate support and guidance to improve their performance.

Probation review meeting invitation [Delete this line]


[Company name]

[Sender address]

 

[date]

[Recipient name]

[Recipient address]

 

Dear [Recipient first name],

 

Probation review meeting

As you are aware, you are currently on probation in your role as [Job Title]. I am writing to invite you to attend a probation review meeting to discuss your progress and performance to date.

The meeting will take place on [Date] at [Time] and will be held in [Location]. [You are entitled to be accompanied to the meeting by a colleague or trade union representative if you wish.]

The purpose of the meeting is to review your progress and performance during your probationary period and to assess whether you have met the conditions set out in your employment contract for successfully completing your probation.

In preparation for the meeting, you should review your job description and the conditions set out in your employment contract. You should also be prepared to discuss any issues or concerns you may have regarding your role or the probationary process.

If you have any specific requirements or adjustments that you would like us to make to enable you to participate fully in the meeting, please let me know as soon as possible.

If you have any questions or concerns regarding the meeting, please do not hesitate to contact me.

I look forward to meeting with you and discussing your progress and performance to date.

Yours [faithfully | sincerely],

 

 

[Sender name]

[Sender job title]

[Sender telephone]
[Sender email]

Direction

The Probation review meeting invitation letter template is issued by an employer
Employer
Issue path
The Probation review meeting invitation letter template is issued to an employee
Employee

Timing

No later than 2 clear working days prior to the meeting, to ensure that the employee has reasonable time to prepare.

Sequence

Previous step
Letters
Probation introduction letter template

Our Probation Introduction Letter Template clarifies probation terms, setting expectations for both employer and new employee with ease.

This step
Probation review meeting invitation letter template
Next step
Forms
Probation review form template

Our Probation Review Form Template streamlines evaluation, ensuring consistent and objective assessments during the probationary period.

Who are some Companies who utilise our Probation review meeting invitation letter template?
SM
Why buy our Probation review meeting invitation letter template?
  • You save time and effort with a professionally written, editable HR document that is tailored to meet best practice.
  • You ensure compliance with applicable ACAS Codes of Conduct and other legal requirements.
  • You get a process flowchart to help you adhere to best practice.
  • You are notified by email whenever this template or its supporting resources are updated.
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