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Probation Review
I need a Probation Review document for our new Marketing Manager who has successfully completed their 3-month probation period on January 15, 2025, and will be confirmed as a permanent employee.
1. Employee Information: Basic details including employee name, position, department, start date, and probation period dates
2. Review Details: Date of review, reviewer name(s) and position(s), and type of review (e.g., mid-probation or final)
3. Performance Criteria: List of key performance areas and competencies being evaluated
4. Performance Assessment: Detailed evaluation of performance against each criterion, including specific examples
5. Goals Achievement: Review of objectives set at the start of probation and extent of their achievement
6. Core Competencies Evaluation: Assessment of essential skills, behaviors, and values required for the role
7. Overall Evaluation: Summary of performance and clear statement of whether probation has been passed or failed
8. Recommendations: Clear statement of next steps, including confirmation of employment, extension of probation, or termination
1. Training Completion: Assessment of required training programs completed during probation - include when specific training was part of probation requirements
2. Project Contributions: Specific project assessments - include for project-based roles
3. Technical Skills Assessment: Detailed evaluation of technical capabilities - include for technical positions
4. Development Areas: Specific areas identified for improvement - include when continuing employment with development plan
5. Team Feedback: Input from team members or other stakeholders - include when 360-degree feedback is part of evaluation
6. Probation Extension Details: Terms and duration of probation extension - include only if probation is being extended
1. Performance Metrics: Detailed data and metrics supporting the performance evaluation
2. Initial Probation Objectives: Original document outlining objectives set at the start of probation
3. Training Records: Documentation of completed training and certifications during probation
4. Previous Review Notes: Notes from any interim reviews conducted during probation
5. Development Plan: If continuing employment, detailed plan for addressing development areas
Authors
Employee
Employer
Reviewing Manager
Line Manager
Performance Criteria
Evaluation Period
Satisfactory Performance
Unsatisfactory Performance
Extension Period
Notice Period
Key Performance Indicators
Core Competencies
Development Areas
Performance Metrics
Review Date
Confirmation Date
Company Policies
Performance Standards
Working Hours
Job Description
Professional Conduct
Workplace Rules
Employment Contract
Work Location
Review Period
Performance Assessment
Attendance and Punctuality
Work Quality
Professional Conduct
Team Collaboration
Skills and Competencies
Training Completion
Goal Achievement
Compliance with Policies
Communication Skills
Initiative and Innovation
Review Outcome
Next Steps
Development Requirements
Probation Extension
Notice Period
Confidentiality
Data Protection
Signatures and Acknowledgment
Technology
Financial Services
Manufacturing
Retail
Healthcare
Professional Services
Education
Public Sector
Construction
Hospitality
Telecommunications
Energy
Transportation
Media and Entertainment
Non-profit
Human Resources
Personnel Management
Employee Relations
Talent Management
Operations
Legal
Compliance
Training and Development
Performance Management
Organizational Development
HR Manager
Department Director
Team Leader
Supervisor
Line Manager
HR Business Partner
Chief Human Resources Officer
Personnel Manager
Employee Relations Manager
Talent Management Specialist
HR Coordinator
Operations Manager
General Manager
Division Head
Project Manager
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