Need help with an HR challenge? Explore our free resources →

Onboard icon

Probation Review Template (Management)

Probation Review Template (Management) cover Retainer Exclusive
Onboard
Form

Document updated: 22 Oct 2025

What the resource helps with

This template helps you prepare for and record structured probation reviews. It helps you make fair decisions by documenting expectations, progress, feedback, support needs and agreed next steps.

What's included

An internal probation-review template covering employee and role details, objectives, performance, conduct, relevant attendance considerations, training, support, reasonable adjustments, feedback and review dates.

When to Use the Resource

Use at planned probation checkpoints and before deciding whether to confirm employment, extend the review period or consider another appropriate outcome.

Download file

This resource is exclusive to retainer clients. Register for a free account or login to continue exploring the library.

Register to access the full resource library. All resources require a free account — retainer clients also unlock our exclusive premium guides.