Mid Probation Review for Canada

Mid Probation Review Template for Canada

A Mid Probation Review document is a formal evaluation tool used in Canadian workplaces to assess an employee's performance and suitability for their role approximately halfway through their probationary period. This document adheres to Canadian employment standards and provincial labor laws, providing a structured framework for evaluating employee progress, identifying areas for improvement, and documenting performance discussions. It serves as both a developmental tool and a legal record, helping organizations make informed decisions about continued employment while ensuring compliance with Canadian employment legislation and workplace standards.

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What is a Mid Probation Review?

The Mid Probation Review document is a critical tool in Canadian employment practices, typically used between 45-90 days into an employee's probationary period, depending on the total probation duration. It serves multiple purposes: evaluating initial performance, identifying potential concerns early, and providing clear documentation for HR records. This document is essential for compliance with provincial employment standards and helps protect both employer and employee interests by creating a clear record of performance discussions and expectations. The review should be conducted in accordance with Canadian workplace laws and human rights legislation, ensuring fair and objective evaluation while documenting progress, challenges, and action plans for the remainder of the probationary period.

What sections should be included in a Mid Probation Review?

1. Employee Information Header: Basic details including employee name, position, department, start date, and probation period dates

2. Review Details: Date of review, reviewer name and position, and type of review (mid-probation)

3. Performance Objectives Review: Assessment of progress against initial objectives set at the start of employment

4. Core Competencies Evaluation: Evaluation of key job-specific skills and general workplace competencies

5. Attendance and Punctuality: Record of attendance, punctuality, and any related issues

6. Overall Progress Assessment: General evaluation of the employee's adaptation to the role and organization

7. Areas for Development: Specific areas where improvement is needed before the end of probation

8. Action Plan: Specific steps and timeline for addressing any identified issues

9. Acknowledgment and Signatures: Space for both reviewer and employee signatures, with date

What sections are optional to include in a Mid Probation Review?

1. Training Completed: List of training programs completed during probation - include if employee has undertaken specific training

2. Project Contributions: Specific projects or initiatives the employee has been involved in - include for roles with project-based work

3. Team Integration: Assessment of how well the employee has integrated into their team - relevant for team-based roles

4. Customer/Client Feedback: Summary of any customer or client feedback received - include for customer-facing roles

5. Technical Skills Assessment: Detailed evaluation of technical skills - include for technical positions

6. Language Proficiency: Assessment of language skills if required for the position - include for roles requiring specific language skills

What schedules should be included in a Mid Probation Review?

1. Performance Metrics: Detailed metrics and KPIs showing employee's performance against targets

2. Initial Job Description: Copy of the original job description and requirements

3. Training Plan: Detailed plan for any additional training or development needed

4. Previous Check-in Notes: Notes from any informal check-ins conducted prior to mid-probation review

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

Canada

Publisher

Genie AI

Cost

Free to use
Relevant Industries

Technology

Healthcare

Financial Services

Manufacturing

Retail

Education

Professional Services

Public Sector

Non-Profit

Construction

Hospitality

Transportation

Energy

Telecommunications

Relevant Teams

Human Resources

Operations

Management

Administration

Legal

Compliance

Employee Relations

Learning & Development

Talent Acquisition

Performance Management

Relevant Roles

HR Manager

Department Manager

Team Leader

Project Manager

Operations Manager

Sales Manager

Technical Lead

Administrative Supervisor

Production Supervisor

Branch Manager

Regional Director

Department Head

Line Manager

Shift Supervisor

Program Coordinator

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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