The Probationary Review Form is a critical HR document used to evaluate new employees or those in transitional roles during their probationary period, typically ranging from 30 to 90 days, depending on company policy and state regulations. This document is designed to comply with US federal employment laws, including Title VII of the Civil Rights Act, ADA, and ADEA, while providing a structured framework for performance evaluation. The form captures essential performance metrics, behavioral assessments, and concrete examples of the employee's work, serving as both a developmental tool and a legal record. It should be completed near the end of the probationary period and requires input from both the supervisor and employee, with HR oversight to ensure compliance and fairness.
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1. Employee Information: Basic details including employee name, ID, position, department, hire date, and review period dates
2. Performance Criteria: Key performance indicators and competencies being evaluated, typically including job knowledge, quality of work, productivity, reliability, and interpersonal skills
3. Rating Scale: Clear explanation of the rating system used (e.g., 1-5 scale, with definitions for each rating level)
4. Performance Assessment: Detailed evaluation of each performance criterion with specific examples and ratings
5. Overall Performance Summary: General assessment of the employee's overall performance during the probationary period
6. Goals and Objectives Review: Assessment of progress toward goals set at the beginning of probationary period
7. Recommendations: Clear statement regarding continuation of employment, extension of probation, or termination
8. Signatures and Dates: Space for signatures of employee, supervisor, and HR representative, with dates
1. Development Plan: Specific actions or training needed for improvement, used when employee requires additional support
2. Attendance Record: Detailed attendance information, included when attendance has been a concern or is a critical job requirement
3. Safety Compliance: Assessment of adherence to safety protocols, included for positions with significant safety requirements
4. Customer Feedback: Summary of customer/client feedback, included for customer-facing roles
5. Technical Skills Assessment: Detailed evaluation of specific technical skills, included for technical positions
6. Project Completion Status: Review of specific projects assigned during probation, included for project-based roles
1. Performance Metrics: Detailed breakdown of specific performance indicators and measurement criteria
2. Job Description: Copy of the employee's job description against which performance is measured
3. Initial Goals Document: Copy of goals and objectives set at the start of probationary period
4. Incident Reports: Documentation of any significant incidents or achievements during the probationary period
5. Training Record: Record of completed training and certifications during probation
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