Review of Probationary Period Template Form

Probationary Period Review Form

This Probationary Period Review Form is to be used at the final review meeting, at which it is decided if the employee is to be confirmed in post. The final review meeting must be held on or before the end of the agreed probationary period or, technically, the employee's appointment will be confirmed by default.

The Probationary Period Review Form helps the manager to gather objective evidence as to whether or not the employee should be confirmed in post, by rating his/her performance in key areas. If the employee's performance is satisfactory, a letter of confirmation of appointment should be sent to the employee.

If the employee's performance has not been up to the required standard, then the manager can either extend the probationary period or terminate employment. The form requires the manager to give specific reasons for their decision. If the probationary period is to be extended, then the level of improvement required and the timescale for this improvement must be specified.

If the employee is not confirmed in post, follow up letters must be sent out and useful template letters can be found in this sub-folder entitled “Effective Handling of Probationary Periods”.

This Review Form is in fixed field format. Simply press TAB to jump from one field to the next and SHIFT + TAB to go back. Alternatively, use the mouse to click from one field to the next.

The Probationary Period Review Form can be unlocked by clicking on the "Padlock" icon on the tool bar. To display the “Padlock” icon click on “View” and then “Toolbars”. From the “Toolbar” menu enable “Forms”.