Probation review meeting invitation letter template
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.
- 1 page / 210 words.
- Last updated 15/03/2023.
- 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 meeting invitation letter
[Sender 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
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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.
It is usually delivered to the Employee by the Employer / HR.
It should be actioned no later than 2 clear working days prior to the meeting, to ensure that the employee has reasonable time to prepare.
Compliance
Compliance
This Probation review meeting invitation letter template incorporates relevant UK laws and HR standards, including those listed below:
When issuing a Probation review meeting invitation letter in the UK, there are a few key employment laws that should be considered:
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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.
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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.
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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.
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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.
Flowchart
Flowchart
Check which resources should be implemeted before and/or after the Probation review meeting invitation letter template, to understand the workflow.
Probation introduction letter
Our Probation Introduction Letter Template clarifies probation terms, setting expectations for both employer and new employee with ease.
Probation review form
Our Probation Review Form Template streamlines evaluation, ensuring consistent and objective assessments during the probationary period.
Timings
Timings
Follow these best practice actions to get the most from the Probation review meeting invitation letter template, guiding you before, during, and after implementation:
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| 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 |
Frequently Asked Questions
Frequently Asked Questions
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Can I use this template in my small business?
Yes. The Probation review meeting invitation letter 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.
