Probationary Periods Process Guide for Managers

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

What will I have after assembling it? 

Click here for overview. 
Click image to see templates in this kit and how they fit together. 

managing-probation-period-template-form-kit-managers

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  • "... much-needed and well thought out. We recommend the products to our clients who have a need to cut through the complexities of managing their employees. It’s easy to use and provides immediate value.”

    Greg Pallone | President, TRG Group

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    Grant Hodgins, B.Comm | CEO, Hodgins Auctioneers Inc.

  • “...As an HR Professional, the toolkit is an indispensable resource. It includes templates I would never have thought to include for HR best practices..."

    Cyndy Ruiz | Principal HR Consultant, CRL & Associates | Seattle, WA

  • "... We had a menu of everything we could possibly need to quickly create HR best practices. The toolkit helped me understand what every small business should have in place."

    Salina Visram Landstad | Partner, Creative Spirits

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

  • "Just a quick note to say thank you!  ConnectsUs HR toolkit is the perfect solution for our needs. The point and click application combined with the rich content of best practices gives us everything we need to create professional results.”

    Theresa Partlow | Director, Human Resources, Emeritus Assisted Living | Seattle, WA
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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

  • "...An HR resource at your fingertips; take it as it is, or customize it to meet your needs. Just what every business owner needs!"

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

  • “...As an HR Professional, the toolkit is an indispensable resource. It includes templates I would never have thought to include for HR best practices..."

    Cyndy Ruiz | Principal HR Consultant, CRL & Associates | Seattle, WA

  • "As a fresh start up with big growth plans, ConnectsUs products were the perfect tools for establishing our HR baseline. It's truly invaluable.”

    Bill Tam | CEO, EQO Communications

  • "...Easy to use and cost-effective.  ConnectsUs HR toolkits has all the tools I need for developing my HR policies and procedures, and company information."

    Matthew Eichhorst | President, Expedia CruiseShipCenters

  • "...Comprehensive, well-written and creative… provided us with a new perspective on what kind of best practices we should be implementing for existing and new employees... great value with instant return on investment."

    George Reznik | Chief Operating Officer & CFO, Infowave Software

  • "Entirely straightforward!  Our Office Administrator basically took the templates and ran with them in a few days…professionally written using common language, and demonstrates significant and immediate value."

    Kent Toy | Director, Finance & Administration, Antarctica Systems
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