MANAGERS PROBATION REVIEW FORM FOR EMPLOYEES

PLEASE NOTE:

Managers are required to submit a copy of this form to HR even if the employee’s performance is satisfactory. Failure
to complete and submit this form will result in the assumption that the employee’s probation period has progressed
satisfactorily.

The manager should ensure that the employee receives a copy of this document at each stage of their probation and
should retain the original to monitor progress against set objectives at follow-up meetings.

Probation Record

Employee name: Click or tap here to enter text.

Job Title: Click or tap here to enter text.
Department / Section: Click or tap here to enter text.
Date of Joining: Click or tap to enter a date.
Manager: Click or tap here to enter text.
Date Completion Date
Initial Meeting Click or tap to enter a date. Click or tap to enter a date.
3-month review: Click or tap to enter a date. Click or tap to enter a date.

PART 1: Initial meeting

This section should be completed by the manager within two weeks of the employee commencing their employment.

SECTION A: Objectives
Click or tap here to enter text.

SECTION B: Development Plan/Training Needs

Click or tap here to enter text.

Employee’s Signature:
Manager’s Signature:
Date:Click or tap to enter a date.
PART 2 – First review (3 months) - a second copy of PART 2 of this form may also be used to conduct a 6-month
review with an employee whose probationary period requires an extension)

Three (3) Month Review ______________

Improvement Satisfactory Good Excellent

required

Quality and accuracy of work ☐ ☐ ☐ ☐

Efficiency ☐ ☐ ☐ ☐
Attendance ☐ ☐ ☐ ☐
Time Keeping ☐ ☐ ☐ ☐
Work relationships (team work and ☐ ☐ ☐ ☐
interpersonal communication skills)
Competency in the role
Have the objectives identified for the YES / NO If NO, please provide details
probationary period been met? Click or tap here to enter text.

Have the training / development needs YES / NO Click or tap here to enter text.
identified for the probationary period been
addressed?

Summarise the employee’s performance and progress over the period.

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Has the employee successfully completed the probationary period? YES☐ / NO☐
If NO, please provide reasons below and summarise the action (s) taken to address any difficulties that
have arisen during the probationary period.
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The employee may provide any comments about their experience of the probationary process here.
Employee’s Comments:
Do you recommend that the employee’s probationary period be extended? YES☐ / NO☐

If YES, please provide reasons and, where appropriate, specify any areas of improvement required and
how these will be monitored.
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Length of the extension (max Click or tap to enter a date.

3 months):

New Probation Period Click or tap to enter a date.

completion date:

Employee’s signature/Date:

Manager’s signature/Date: