About this template
The Probation Period Review Form is an essential tool for HR professionals and department managers to conduct consistent, fair, and professional performance assessments for new hires. By standardizing the review process, you ensure that every employee receives clear feedback on their progress, goal attainment, and cultural integration during their initial months of employment.
This template captures critical performance data, including core competency ratings, goal progress, and areas for professional development. It also provides space for both the manager and the employee to share their perspectives, fostering a collaborative environment that encourages open communication. Using this Doc2Form template allows you to move away from messy paper trails and instead maintain a clean, digital record of every probation review, making it easier to track trends and make informed decisions about permanent employment status.
Key features
- Standardized rating scales for core competencies.
- Dedicated sections for goal progress and achievements.
- Space for manager and employee self-reflection.
- Mobile-friendly design for reviews on the go.
- Easy export to Sheets for performance tracking.
Use cases
- End-of-probation performance assessments.
- Mid-probation check-ins for new hires.
- Documenting performance improvement plans.
- Gathering employee feedback on the onboarding process.
What this form collects
- Employee Name (Short answer)Enter the full name of the employee being reviewed.
- Reviewer Name (Short answer)Enter the name of the manager or supervisor conducting this review.
- Review Date (Date)Select the date the review is being conducted.
- Performance Rating (Linear scale)Rate the employee's overall performance during the probation period.
- Quality of Work (Linear scale)Evaluate the employee on key job requirements.
- Reliability & Attendance (Linear scale)Evaluate the employee on key job requirements.
- Teamwork & Communication (Linear scale)Evaluate the employee on key job requirements.
- Key Achievements (Paragraph)List the primary accomplishments or projects completed during this period.
- Areas for Improvement (Paragraph)Identify specific skills or behaviors that need development.
- Recommendation (Multiple choice)What is the final recommendation regarding the employee's status?
- Additional Comments (Paragraph)Any other feedback or observations regarding the employee's performance.
FAQ
How often should I conduct a probation review?
While typically done at the end of a 3- or 6-month period, it is best practice to hold at least one mid-probation check-in to address issues early.
Can I customize this template for different roles?
Yes, once you convert this to a Google Form, you can easily add or remove specific competency questions to match the requirements of different departments.
Is this form suitable for remote employees?
Absolutely. Since it is a digital form, it is perfect for remote teams to complete independently before meeting via video call to discuss the results.
How do I store these reviews securely?
Google Forms automatically saves responses to a connected Google Sheet, which you can then restrict access to via your Google Workspace permissions.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.