Probation Review Form Template

Probation Review Form Template

Define Success Factors before opening a new position

Probationary Period Review Form Template

This document is a form template that will help your company define a position’s success factors. This form is typically used when a new employee is hired, or an existing employee transfers to a new position, to define a position’s success factors and set performance expectations.

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Overview

Once an employee is hired, the Probation Review Form is used to monitor performance during the probation period and to set performance expectations for the next annual performance review.

How it's used

This Probation Review Form is also used as follows:  

Before employee is hired or transferred, Probation Review Template is used to:

After the employee is hired or transferred, Probation Review Template is used to:

  • Set and communicate performance expectations during the probation period
  • Review performance at the end of the probation period

Used together with other documents available in the Probation Period family of templates

Why use it

The Probation Review Form is used: 

  • To ensure success factors for new hires are carefully considered and put in writing before they start
  • To clearly communicate the goals and success factors of the position during the probation period and the first performance review cycle

What you risk by not using it

If a Probation Review Template isn't used:

  • New people start in your company without clarity on what's expected of them
  • New hires don't receive regular feedback in their first few months on what they're doing right and where they need to improve
  • New employees don't become competent in their new positions as quickly as they could
  • Unsatisfactory work habits or performance standards are established, creating problems for others in the company
  • Addressing performance issues immediately during the probation review period is deferred and a poor-performing employee stays employed much longer than needed - also resulting in much higher severence and separation costs. 

Can I preview it?

You bet.  Click on the blue text link(s) below

Probation Review Template  |  Accompanying Instructions for Managers

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Which HR kit is it included in?

The Probation Period Review Form can be used on its own as a stand-alone tool, or as part of the Probation Periods Kit for Managers, which is one of 4 ConnectsUs Performance Management Kits.



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Probation Review Template

 

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