Free template
Probation Review Template
A free probation review form for UK managers and employees, with evidence prompts, support actions and a follow-up checklist.
You can also select the form below to copy it, or use your browser’s Print menu and choose Save as PDF.
The template
Review details
- Employee name and role:
- Space for your response
- Manager:
- Space for your response
- Start date:
- Space for your response
- Review date and period covered:
- Space for your response
Role expectations
- Expectation or task:
- Space for your response
- Standard agreed:
- Space for your response
- Evidence observed:
- Space for your response
- Employee perspective:
- Space for your response
- Training or support provided:
- Space for your response
Progress and support
- What is going well?
- Space for your response
- What needs further practice or clarification?
- Space for your response
- What has helped or hindered induction?
- Space for your response
- What additional support is needed?
- Space for your response
Actions and record
- Agreed action:
- Space for your response
- Owner and support:
- Space for your response
- Target date:
- Space for your response
- Next review date:
- Space for your response
- Outcome recorded under the organisation’s process:
- Space for your response
- Employee comments:
- Space for your response
- Manager comments and date:
- Space for your response
Written and reviewed by the Appraisal Software team ·
Prepare for the probation meeting
Check the expectations agreed when the person joined and collect examples from the role. Ask the employee how induction, training and manager support have worked. Do not introduce a concern for the first time in the final meeting if it could have been discussed earlier.
This form helps structure a conversation. It does not decide employment outcomes or replace your organisation’s policy, contract or appropriate advice. Follow your established process for any formal decision.
Completed example: an operations assistant
Fictional example: “Jordan completes the daily reconciliation accurately and has handled the standard supplier queries independently for three weeks. The remaining development need is escalating discrepancies on the day they are found.”
Support action: the manager will demonstrate two exception cases on Tuesday. Jordan will use the escalation checklist for the next four weeks. They will review examples together each Friday.
Record the evidence and the action separately from the organisation’s formal outcome. A general label such as “needs confidence” is less useful than the behaviour that needs support.
Follow-up checklist
Share the written summary with the employee. Confirm who will provide support, when progress will be reviewed and how the formal outcome will be communicated under your organisation’s process.
- Check role expectations were clear and realistic.
- Include employee feedback about induction and support.
- Write specific examples rather than personality judgements.
- Record actions, owners and review dates.
- Follow the relevant internal process for the outcome.
Further reading
Continue with a useful next step
Self Appraisal Template
A free employee self-assessment form to prepare for your review. Copy the prompts, print the form or save it as a PDF.
Manager Appraisal Comments and Examples
Manager-written appraisal comment examples for performance, strengths and development, with practical wording grounded in observable work.
Employee appraisal software
Prepare employee and manager responses in one place.
Keep review prompts consistent
Use reusable forms in Appraisal Software to collect manager and employee observations. Your organisation remains responsible for the probation decision and process.