# Probation Review Template, Free to Fill Source: https://nerix.ai/templates/probation-review Review a new employee at the end of probation and record the decision: confirm, extend or end. Before you send it 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. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/probation-review) ### Probation review **Company:** Brightwater Analytics **Employee:** Amira Khan **Job title:** Customer Success Manager **Start date:** 4 January 2027 **End of probation:** 4 July 2027 **Reviewer:** Daniel Okafor, Head of Customer Success **Date of review:** 24 June 2027 ## Goals and results Take over 30 client accounts: reached, 32 accounts. Run reviews alone: reached from week 10. Learn the CRM: reached, still slow on reports. ## Strengths Clients like working with her; she writes clear notes; she asks for help early. ## Areas to improve Prioritise the biggest accounts first; keep the CRM up to date the same day. **Attendance and timekeeping:** No problems; 2 days of approved sickness. ## Decision **Decision** Amira has met all her goals and fits the team well. ## Next steps Confirm in writing by 1 July. Set new goals for the next six months. Book a training day on reporting. ## Comments of the employee Reviewer: ______________ Date: ______________ Employee: ______________ Date: ______________ The employee's signature shows that the review was discussed, not that they agree with it. Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. People and HR ## What this template is for A probation review form: how the new employee did against their goals, strengths, areas to improve, the decision and next steps. Fill it in, then Word or PDF. 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](https://nerix.ai/templates/people-hr) People and HR ## What you fill in The form asks for 14 details. The document fills itself in as you type. - ### 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. People and HR ## What is inside The parts of this document, in order. - 1 Goals and results - 2 Strengths - 3 Areas to improve - 4 Decision - 5 Next steps - 6 Comments of the employee Templates ## How it works - 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. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=probation-review) ### Was this template helpful? People and HR ## Questions people ask ### 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. 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