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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  • "...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."

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  • “…We were constantly “reinventing” the wheel when it came to establishing even the most basic administrative policies, procedures and templates (we were constantly “borrowing” examples from our sister organizations).  Your product provides us with virtually everything we were looking for in one nice, neat customizable package.”

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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

  • "...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

  • "...We needed a starting point for everything from policies to manager resources and got so much more."

    Karen Buchanan | Office Manager, BCTIA (BC Technologies Industry Association)

  • "...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

  • "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

  • “…What a great product! I cannot emphasize enough how delighted I am with it…Your work is thorough, detailed, comprehensive, thought provoking, well laid out, easy to work with, professional, and great value. Thank you and compliments on a job very well done.”

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

  • "... 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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