Probationary Periods

Everything you need to
manage probation reviews

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Probation Review

The success of any employee in a new job – whether new hire or existing employee transferring to a new position – depends just as much on the Hiring Manager as the new hire. Due diligence may be done to hire the best candidate, but those first few months on the job are the Hiring Manager's best opportunity to make sure expectations are met and bad habits aren't formed.

The guides and templates in this Kit contain tools and processes to set expectations and evaluate performance during the probationary period. Providing them to your Hiring Managers clearly communicates company expectations when it comes to managing probationary periods, and equips managers to meet them.

List of Templates in this Kit

What is the Probationary Periods kit?

The HR Toolkit includes 22 ready-to-assemble HR kits. Each kit provides:

  • A mini crash course for this HR topic. Learn more
  • HR processes. Templates in a kit were created as a family of related Microsoft Word & Excel documents that can connect to and reference each other and make sense as a grouping. They can be used to create end-to-end HR processes for your staff,  managers, and HR. Learn more

Each Microsoft template is professionally written and consistently formatted. Fully customizable upon download.

Download 6 HR Templates from this page.
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How to Assemble a Kit

Upgrade
to Start this Kit
Upgrade
to Start this Kit

SET UP YOUR HR SYSTEM

One time Set Up
1. Download your HR file folders
2. Download & Customize Entry Pages

FOLLOW HR KIT INSTRUCTIONS

1. Overview of what you're building
2. Prepare what you need
3. Download & customize documents
Probationary Period Review Form
Probation Completion Letter
Probation Extension Letter
Extended Probation Completion Letter
Process Guide for Managers - Probationary Periods
4. Connect kit to HR system
5. Launch

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    Kent Toy | Director, Finance & Administration, Antarctica Systems

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    Carol Hama | Director, Professional Development & Services, HRMA - British Columbia Human Resources Management Association

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    Jorge O. Aviles | Arrow Energy Ltd.

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    Sherrita Magalde | Co-Owner, Amigo Travel | Salt Lake City, UT

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    Stacey Messner | Principle Consultant | staceymessner.com
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