Probation Review Template for England and Wales

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Probation Review Template

I need a Probation Review Template for a software developer in our tech startup, focusing heavily on technical skills assessment and project delivery metrics, with specific sections for evaluating coding standards and team collaboration.

Document background

The Probation Review Template is a crucial document used by employers in England and Wales to formally assess new employees during their probationary period. It serves as an essential tool for documenting performance, identifying areas for improvement, and making informed decisions about continued employment. The template ensures compliance with UK employment law while providing a fair and transparent review process. It typically includes sections for performance evaluation, attendance records, conduct assessment, and recommendations for permanent employment, extension of probation, or termination. This document helps protect both employer and employee interests by maintaining clear records of the review process.

Suggested Sections

1. Employee Information: Basic details including name, position, department, and start date

2. Review Period Details: Dates of probation period and review, including original start date and current review date

3. Performance Assessment: Detailed evaluation of key performance indicators, objectives, and achievements during probation

4. Attendance and Punctuality: Review of attendance record, including any absences or lateness during probation period

5. Conduct and Behavior: Assessment of professional conduct, team interaction, and adherence to company policies

6. Overall Recommendation: Final decision regarding confirmation of employment, extension, or termination of probation

Optional Sections

1. Training Completion Status: Review of mandatory and optional training completion when specific training was part of probation requirements

2. Extension Requirements: Specific conditions and timeframe for probation extension when performance requires improvement

3. Development Areas: Detailed feedback on areas requiring improvement and specific recommendations for development

4. Reasonable Adjustments: Documentation of any adjustments made or required under Equality Act 2010, when applicable

Suggested Schedules

1. Performance Metrics Schedule: Detailed breakdown of performance against specific objectives with quantitative measures

2. Training Records: Documentation of all training programs completed during probation period

3. Previous Review Notes: Compilation of notes and feedback from earlier informal reviews during probation

4. Action Plan: Detailed improvement plan with specific targets and timelines when required

5. Job Description: Original job description against which performance has been assessed

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

alex.den.21@genieai.co

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Professional Services
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Relevant Teams

Human Resources
Operations
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IT
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Customer Service
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Relevant Roles

HR Manager
Department Head
Line Manager
Supervisor
Team Leader
Director
Chief Executive Officer
Department Manager
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Operations Manager

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Authors

Alex Denne

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