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Model documents and policies

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

Line manager preparation form for probation review meeting

Line manager preparation form for probation review meeting

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Previously modified
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.

Mid-point probation review form

Mid-point probation review form

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Previously modified
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.

Probationary period review form

Probationary period review form

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Previously modified
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.

Letter extending a probationary period

Letter extending a probationary period

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Previously modified
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.

Probationary period policy

Probationary period policy

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Previously modified
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.