Probationary periods

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Model documents and policies

Downloadable and customisable documents relating to probationary periods. For more information see the employment law pages.
Table of contents

Forms

Word

Employee preparation form for probation review meeting

 (53 KB)
Last Published: 18 Jan 2016
This form can be shared with employees to enable them to prepare for their probationary period review meeting. The form asks a series of questions to prepare the employee, covering issues such as induction, training and further support.
Word

Line manager preparation form for probation review meeting

 (53 KB)
Last Published: 18 Jan 2016
This form can be used by line managers at a probationary period review meeting to outline progress since the mid-point review, to record whether the employee has successfully completed their probationary period and to outline any areas requiring further development.
Word

Mid-point probation review form

 (54 KB)
Last Published: 18 Jan 2016
This form can be completed during a mid-point probation review to identify any concerns about how the individual is settling in, discuss any issues around performance and to plan any training needs.
Word

Probationary period review form

 (55 KB)
Last Modified: 01 Jun 2013
This form should be used to review an employee’s performance during their probation period and recommend whether the employee should be confirmed in their post. The form also includes sections on any amendments required for the job description, setting objectives for the next review period, and any training and development needs.

Letters

Word

Letter confirming successful completion of probationary period

 (53 KB)
Last Modified: 01 Jun 2013
This letter can be sent to an employee to confirm the successful completion of their probationary period.
Word

Letter confirming unsuccessful completion of probationary period

 (53 KB)
Last Modified: 01 Jun 2013
This letter informs the employee that their performance did not reach a satisfactory level during their probation period and states when the employment will be terminated.
Word

Letter extending a probationary period

 (52 KB)
Last Modified: 12 May 2014
This letter informs an employee that their probationary period is being extended for a specified period of time as they have failed to reach a satisfactory standard in the areas identified in the letter. The letter also explains that the employee will be given the opportunity to focus on improvement in the areas outlined and that additional support or training will be provided.
Word

Letter inviting employee to probationary period review meeting

 (53 KB)
Last Published: 28 Aug 2015
This letter invites an employee to a meeting to review their probationary period. The letter confirms the details of the meeting and also outlines the purpose of the meeting and the possible outcomes of the meeting.

Policies

Word

Probationary period policy

 (55 KB)
Last Modified: 14 Jul 2015
This policy outlines the process for managing a probationary period, including an explanation of the purpose of probationary periods, how to manage any concerns during the probationary period, what support should be provided, along with information on confirming the successful completion of a probationary period as well as terminating employment either before completion of the probationary period or at the end of the probationary period.