Probation Review Form (3-Month)

Letterhead

{{company_name}}

{{company_address}}

Phone: {{phone}} | Email: {{email}}

{{company_name}}

{{company_address}}

Phone: {{phone}}

Email: {{email}}

PROBATION REVIEW FORM (3-MONTH)

Employee Name: {{employee_name}}

Employee ID: {{employee_id}}

Job Title: {{job_title}}

Department: {{department}}

Probation Start Date: {{probation_start_date}}

Probation End Date: {{probation_end_date}}

Review Date: {{review_date}}

Reviewer Name: {{reviewer_name}}

PERFORMANCE EVALUATION

Rate the employee's performance in the following areas (1 = Unsatisfactory, 2 = Needs Improvement, 3 = Meets Expectations, 4 = Exceeds Expectations, 5 = Outstanding):

• Job Knowledge and Skills: {{job_knowledge_rating}}

Comments: {{job_knowledge_comments}}

• Quality of Work: {{quality_of_work_rating}}

Comments: {{quality_of_work_comments}}

• Quantity of Work/Productivity: {{quantity_of_work_rating}}

Comments: {{quantity_of_work_comments}}

• Initiative and Problem Solving: {{initiative_rating}}

Comments: {{initiative_comments}}

• Teamwork and Collaboration: {{teamwork_rating}}

Comments: {{teamwork_comments}}

• Communication Skills: {{communication_rating}}

Comments: {{communication_comments}}

• Adherence to Company Policies and Procedures (referencing BCEA, OHSA, POPIA): {{adherence_rating}}

Comments: {{adherence_comments}}

DEVELOPMENT AREAS AND GOALS

Identify areas where the employee needs to improve and set measurable goals for the next three months (if applicable):

1. Area: {{development_area_1}}

Goal: {{development_goal_1}}

Support/Training Required: {{support_required_1}}

2. Area: {{development_area_2}}

Goal: {{development_goal_2}}

Support/Training Required: {{support_required_2}}

3. Area: {{development_area_3}}

Goal: {{development_goal_3}}

Support/Training Required: {{support_required_3}}

OVERALL RECOMMENDATION

Based on the performance review, what is the overall recommendation?

• {{recommendation_continue_employment_yes_no}} Continue Employment

• {{recommendation_extend_probation_yes_no}} Extend Probation Period (reason and new end date: {{extension_reason_and_date}})

• {{recommendation_terminate_employment_yes_no}} Terminate Employment (reason: {{termination_reason}}; ensure compliance with BCEA for fair dismissal procedures)

EMPLOYEE COMMENTS

Employee's comments on the review:

{{employee_comments}}

DECLARATION

I acknowledge that I have read and discussed this probation review. I understand my performance, development areas, and the recommendation made.

Employee Signature: _________________________ Date: ______________

Reviewer Signature: _________________________ Date: ______________

HR Representative Signature (if applicable): _________________________ Date: ______________