The Probationary Period Review document is a critical HR instrument used in Indian organizations to evaluate new employees during their initial employment period. It is typically implemented at the end of a predetermined probation period (usually 3-6 months) to assess an employee's suitability for permanent employment. This document ensures compliance with Indian labor laws while providing a structured framework for performance evaluation. The review covers various aspects including technical competencies, behavioral attributes, and overall fit within the organization. The document serves multiple purposes: it provides legal documentation of the review process, offers feedback to the employee, and formally records the decision regarding their employment status. It should be used whenever an employee completes their probationary period or when an extension of probation needs to be documented.
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1. Employee Information: Basic details including employee name, ID, position, department, and date of joining
2. Probation Period Details: Start date, expected end date, and duration of probation period
3. Performance Assessment Areas: Key performance indicators and competencies evaluated during the probation period
4. Achievement of Objectives: Evaluation of goals set at the beginning of probation and level of achievement
5. Behavioral Competencies: Assessment of soft skills, team work, and professional conduct
6. Overall Performance Rating: Final evaluation score or rating based on predetermined criteria
7. Review Outcome: Clear statement of the decision (confirmation, extension, or termination of employment)
8. Terms and Conditions: Any changes to employment terms post-probation if confirmed
9. Signatures: Space for signatures of reviewing manager, HR representative, and employee
1. Development Areas: Used when specific areas for improvement are identified, even if employee is confirmed
2. Extended Probation Terms: Include only if probation period is being extended, specifying new duration and conditions
3. Remedial Action Plan: Include when employee needs improvement but is being given another chance
4. Special Achievements: Include when employee has demonstrated exceptional performance worth highlighting
5. Salary Revision: Include if confirmation comes with salary changes
6. Appeal Process: Include when outcome is negative or when required by company policy
1. Performance Metrics Sheet: Detailed breakdown of performance scores across different parameters
2. Job Description: Updated job description if role has evolved during probation
3. Training Completion Record: Record of mandatory training completed during probation
4. Feedback Forms: Compilation of feedback received from various stakeholders during probation period
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