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1. Employee Information: Basic details including employee name, position, department, employee ID, start date, and probation period duration
2. Review Details: Information about the review including date, period under review, and names/positions of all participants in the review process
3. Performance Criteria Assessment: Detailed evaluation of key performance areas agreed upon at the start of probation, including specific objectives and targets
4. Skills and Competencies Evaluation: Assessment of required skills, competencies, and behavioral attributes for the role
5. Training and Development Progress: Review of training completed, skills acquired, and development activities undertaken during the probation period
6. Areas of Achievement: Highlights of successful projects, tasks, or responsibilities handled well by the employee
7. Areas for Improvement: Specific aspects where the employee needs to develop or enhance performance
8. Action Plan: Specific steps and objectives for the remainder of the probation period
9. Overall Assessment: Summary evaluation and preliminary recommendation regarding the probation status
10. Signatures and Acknowledgment: Space for signatures of the reviewer, employee, and HR representative, including date and any immediate comments
1. Previous Review Summary: Include when this is not the first review during the probation period, summarizing previous feedback and progress
2. Attendance and Punctuality Record: Include if there have been any concerns or notable patterns regarding attendance
3. Team Feedback: Include when the role involves significant team interaction or leadership responsibilities
4. Client/Stakeholder Feedback: Include for customer-facing roles or positions with key stakeholder interactions
5. Extended Probation Justification: Include if considering or recommending an extension to the probation period
6. Employee Self-Assessment: Optional section for employee's own evaluation of their performance and progress
1. Performance Metrics Schedule: Detailed breakdown of quantitative performance indicators and achievements
2. Training Record: List of all training sessions, workshops, and development activities completed
3. Initial Probation Terms: Copy of original probation terms and objectives set at the start of employment
4. Job Description: Current job description against which performance is being measured
5. Development Plan: Detailed plan for addressing identified areas for improvement
Performance Standards
Key Performance Areas (KPAs)
Key Performance Indicators (KPIs)
Competency
Review Date
Review Period
Reviewing Manager
Development Plan
Performance Rating
Satisfactory Performance
Unsatisfactory Performance
Action Plan
Skills Assessment
Company
Employee
Line Manager
HR Representative
Evaluation Criteria
Core Competencies
Technical Competencies
Behavioral Competencies
Training Requirements
Performance Objectives
Review Meeting
Written Warning
Extension Period
Permanent Employment
Notice Period
Workplace
Attendance Record
Performance Evaluation
Core Competencies Assessment
Technical Skills Assessment
Behavioral Assessment
Training and Development
Goals and Objectives
Achievements
Areas for Improvement
Progress Review
Performance Metrics
Communication Skills
Team Collaboration
Customer Service
Quality of Work
Productivity
Initiative and Innovation
Compliance with Policies
Disciplinary Matters
Health and Safety Compliance
Recommendations
Action Items
Development Plan
Extension Requirements
Next Review Date
Acknowledgment and Signatures
Financial Services
Manufacturing
Technology
Healthcare
Retail
Professional Services
Education
Mining
Construction
Telecommunications
Public Sector
Non-Profit
Agriculture
Hospitality
Transportation
Energy
Human Resources
Finance
Operations
Information Technology
Sales
Marketing
Legal
Research and Development
Customer Service
Quality Assurance
Production
Administration
Business Development
Strategy
Compliance
Supply Chain
Chief Executive Officer
Department Manager
Team Leader
HR Manager
Financial Analyst
Software Developer
Sales Representative
Customer Service Representative
Operations Manager
Project Manager
Administrative Assistant
Marketing Specialist
Research Analyst
Production Supervisor
Legal Counsel
Technical Support Specialist
Account Manager
Business Development Executive
Quality Assurance Analyst
Graduate Trainee
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