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Template pack

Probation review templates

How to use this template pack

Give it to businesses with new starters on probation. Clear objectives at the start make the end fair and simple.

What is inside

Probation objectivesAn imaginary example first, then the blank version to copy.
Monthly check in notesDate and who attended: [details].
Final review form[objective]
Outcome note, passedHi [name], following your review on [date], I am pleased to confirm you have passed your probation period.
Outcome note, extendedHi [name], following your review on [date], we have agreed to extend your probation period to [date], as your contract allows.

Three title ideas for your own version

Probation review templates
Run a fair probation period
Probation objectives and review forms

Where to promote it

LinkedInHR communitieslocal business groupssmall business newsletters

How do you run a fair probation review?

Agree specific objectives in the first week, keep short notes at regular check ins, raise concerns early and review against the same objectives at the end.

Make this template pack your own

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