The Probation Review Template is a critical HR document used to assess and document new employees' performance during their probationary period in accordance with Australian employment law. It is typically implemented between 3-6 months after employment commencement, though timing may vary based on contract terms and industry standards. The template ensures compliance with the Fair Work Act 2009 and related employment legislation while providing a standardized approach to evaluating employee performance, cultural fit, and potential. This document is essential for making informed decisions about ongoing employment, identifying development needs, and maintaining proper records for HR purposes. It includes provisions for both positive outcomes leading to employment confirmation and scenarios where performance improvement or employment termination may be necessary.
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1. Employee Information: Basic details including employee name, position, department, start date, and probation period duration
2. Review Details: Information about the review including date, reviewer name and position, and type of review (interim/final)
3. Performance Criteria: Standard assessment areas including job knowledge, quality of work, productivity, and reliability
4. Behavioral Competencies: Assessment of workplace behaviors including teamwork, communication, and initiative
5. Goals Achievement: Evaluation of specific goals and objectives set at the beginning of probation
6. Overall Assessment: Summary of performance and final recommendation (confirmation/extension/termination)
7. Employee Comments: Space for employee to provide feedback and comments on the review
8. Signatures: Space for signatures of reviewer, employee, and HR representative with dates
1. Training Completion: Assessment of mandatory training modules completed during probation - include for roles with specific training requirements
2. Technical Skills Assessment: Detailed evaluation of role-specific technical skills - include for technical positions
3. Project Contributions: Review of specific project work and contributions - include for project-based roles
4. Safety Compliance: Assessment of adherence to safety protocols - include for roles with significant WHS requirements
5. Customer Service Metrics: Evaluation of customer service performance - include for customer-facing roles
6. Leadership Capabilities: Assessment of leadership and management skills - include for supervisory positions
1. Performance Rating Scale: Detailed explanation of the rating system used in the assessment
2. Position Description: Copy of the employee's position description against which performance is assessed
3. Initial Probation Goals: Documentation of goals and objectives set at the start of probation
4. Development Plan: Action plan for addressing any identified areas for improvement
5. Previous Review Records: Copies of any interim probation reviews conducted
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Professional Services
Manufacturing
Retail
Healthcare
Education
Technology
Financial Services
Construction
Hospitality
Mining
Transportation
Public Sector
Non-Profit
Telecommunications
Agricultural
Energy
Relevant Teams
Human Resources
People & Culture
Legal
Operations
Management
Executive Leadership
Administration
Compliance
Industrial Relations
Relevant Roles
HR Manager
HR Business Partner
HR Coordinator
Department Manager
Team Leader
Supervisor
General Manager
CEO
Operations Manager
Project Manager
Line Manager
Department Head
Regional Manager
Branch Manager
Executive Director
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