Probation review

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all People and HR templates

• Company name

  For example: Brightwater Analytics

• Employee

  For example: Amira Khan

• Job title

  For example: Customer Success Manager

• Start date

  For example: 4 January 2027

• End of probation

  For example: 4 July 2027

• Reviewer

  For example: Daniel Okafor, Head of Customer Success

• Date of this review

  For example: 24 June 2027

• Goals set and how each went

  One goal per line with the result. Use facts and numbers.

  For example: Take over 30 client accounts: reached, 32 accounts. Run reviews alone: reached from week 10. Learn the CRM: reached, still slow on reports.

• Strengths

  For example: Clients like working with her; she writes clear notes; she asks for help early.

• Areas to improve

  For example: Prioritise the biggest accounts first; keep the CRM up to date the same day.

• Attendance and timekeeping (optional)optional

  For example: No problems; 2 days of approved sickness.

• Decision

• Reason for the decision

  For example: Amira has met all her goals and fits the team well.

• Next steps

  If you extend, say how long and what must improve.

  For example: Confirm in writing by 1 July. Set new goals for the next six months. Book a training day on reporting.

1. 1Goals and results
2. 2Strengths
3. 3Areas to improve
4. 4Decision
5. 5Next steps
6. 6Comments of the employee

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 14 details, starting with Company name, Employee, Job title, Start date, End of probation. 1 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

What should I check before I use this template?

Probation rules vary by country and contract: length, notice, who may be extended and what you must tell the person. Check the contract and the local law before you decide, and be fair, specific and consistent.

Are these HR templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Do the HR templates follow my country's employment law?

They assume no country's law. Employment rules differ a lot, so each template says where to check local requirements before you use it.

Can a small team use them too?

Yes. They work for a team of two or a company of two thousand, and you can cut any section you do not need in the Word version.

• 30 60 90 day planTurn the first three months of a new role into clear goals, people to meet and check-ins.People and HR
• 360 degree feedback formGather ratings and comments about one person from the people who work with them, then use them to grow.People and HR
• Business travel policySet clear rules for work trips: who approves, how to book, what is covered and how to claim.People and HR
• Code of conductSet out how everyone at your company is expected to behave, and how to raise a concern.People and HRPremium, €4.99
• Disciplinary procedureA fair written process for conduct and performance problems, from first talk to appeal.People and HRPremium, €4.99
• Employee exit checklistMake sure nothing is missed when someone leaves: handover, access, equipment, final pay and sign-off.People and HR

See all People and HR templates