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Probation
Probation Review Pack
Structured probation check-ins that build a clear, documented record well before the six-month point.
16 questions ~10 min to complete Self + manager
Use in Appraisal Software
Interactive appraisal template
£29 one-off · No VAT chargedIncluded with Pro
Get this packWhat's included
- Use at each check-in: around weeks 4, 12 and 20
- Clear confirm, extend or end recommendation with evidence
- Support and agreed actions recorded every time
Areas rated
- Role knowledge
- Quality of work
- Working with others
- Conduct
- Learning
- Intended for
- Probation · Self and manager appraisal
- Written for
- UK-wide
- Version
- Version 2
- Content reviewed
- 18 October 2026
Includes future updates to this pack. Updates are added as a new template version; your past reviews never change.
What respondents see
1 of 2
Required
How well have the core responsibilities of the role been understood?
Not yetRole model
All 16 questions
Every question in version 2, in order. Rating questions use a 1–5 scale; written questions leave room for the employee and manager to respond.
Role knowledge
- 1How well have the core responsibilities of the role been understood?Rating: Not yet to Role model
- 2How independently can day-to-day work now be completed?Rating: Not yet to Role model
Quality of work
- 3How accurate and reliable is the work produced?Rating: Not yet to Role model
- 4How well are instructions and processes followed?Rating: Not yet to Role model
Working with others
- 5How well have relationships been built with the team?Rating: Not yet to Role model
Conduct
- 6How consistently are attendance, timekeeping and company standards met?Rating: Not yet to Role model
Learning
- 7How quickly has new knowledge been picked up and applied?Rating: Not yet to Role model
Reflection and next steps
- 8Which check-in is this, and what were the actions agreed last time?Many employers hold check-ins around weeks 4, 12 and 20, leaving time to act before six months' service.Written
- 9What has gone well since the last check-in?Written
- 10What has been harder than expected?Written
- 11Examples or evidence behind the ratings above.Specific examples make the record fair and useful. Managers: note anything already raised with the employee.Written
- 12Was the induction and training sufficient? What was missing?Written · optional
- 13What support, training or changes would help over the next period?If support relates to health or disability, note that it was discussed and keep the details in a separate confidential record.Written
- 14Any concerns that need to be resolved, and how they will be addressed?Written · optional
- 15Recommendation: confirm, extend or end probation, and why.Managers: state the outcome, the evidence and the date of the decision. Follow your own policy and take advice where needed.Written
- 16Agreed actions, objectives and date of the next check-in.Written