Probation Review Form Non-Academic Staff (Including Research and Teaching Only) Grades 1-6

HR/PB/15/03

PROBATION REVIEW FORM – NON-ACADEMIC STAFF (INCLUDING RESEARCH AND TEACHING ONLY) GRADES 1-6

Before completing this form you are advised to read the relevant University Probation Policy & Procedure for the role.

PLEASE NOTE

Line Managers should complete this form and retain it locally within the probationer’s personal file.

The Line Manager should ensure that the probationer is given a copy of this document at each stage of their probation and should retain the original to monitor progress against set objectives at follow-up meetings.

PROBATION RECORD

Employee name: / Click here to enter text.
Job Title: / Click here to enter text.
FTE %: / Click here to enter text.
Grade: / Click here to enter text.
Department: / Click here to enter text.
Post Start Date: / Click here to enter text.
Probation End Date: / Click here to enter text.
Line Manager: / Click here to enter text.
Date Due: / Date completed:
Initial Meeting / Click here to enter text. / Click here to enter text.
4-month review / Click here to enter text. / Click here to enter text.
8-month review / Click here to enter text. / Click here to enter text.
End of probation review / Click here to enter text. / Click here to enter text.

PART 1: Initial meeting – Probation Agreement setting meeting

The initial meeting should be completed by the Line Manager within a week of the probationer commencing their employment using the initial PDR form. The PDR form should be appended to this probation review form.

PART 2: First review (4 months), to be completed by the Line Manager in discussion with the probationer.

1, Please enteran appropriate level of performance (Excellent, Good, Satisfactory or Improvement Required):

1a, Quality and accuracy of work:Click here to enter text.

1b, Efficiency:Click here to enter text.

1c, Attendance:Click here to enter text.

1d, Time keeping:Click here to enter text.

1e, Work relationships (team work and interpersonal communication skill):Click here to enter text.

1f, Competency in the role:Click here to enter text.

2, For areas of performance, conduct or attendance that require improvement please provide details below:

Click here to enter text.

3, Where concerns have been identified, summarise how these will be addressed during the remaining period of probation:

Click here to enter text.

4, Summarise the probationer’s performance and progress over the period:

Click here to enter text.

5, Have the objectives identified for this initial period of the probation commenced to a suitable standard? If they have not, what further action is required and by when?

Click here to enter text.

6, Have the training and development needs identified for this period of the probation been addressed? If they have not, what further action is required and by when?

Click here to enter text.

Employee’s Signature:Click here to enter text.
Line Manager Signature:Click here to enter text.
Date:Click here to enter text.

PART 3: Second review (8 months), to be completed by the Line Manager in discussion with the probationer.

1, Please enter an appropriate level of performance (Excellent, Good, Satisfactory or Improvement Required):

1a, Quality and accuracy of work:Click here to enter text.

1b, Efficiency:Click here to enter text.

1c, Attendance:Click here to enter text.

1d, Time keeping:Click here to enter text.

1e, Work relationships (team work and interpersonal communication skill):Click here to enter text.

1f, Competency in the role:Click here to enter text.

2, For areas of performance, conduct or attendance that require improvement please provide details below:

Click here to enter text.

3, Where concerns have been identified, summarise how these will be addressed during the remaining period of probation:

Click here to enter text.

4, Summarise the probationer’s performance and progress over the period:

Click here to enter text.

5, Have the objectives identified for thisperiod of the probation been performed to a suitable standard? If they have not, what further action is required and by when?

Click here to enter text.

6, Have the training and development needs identified for this period of the probation been addressed? If they have not, what further action is required and by when?

Click here to enter text.

Employee’s Signature:Click here to enter text.
Line Manager Signature:Click here to enter text.
Date:Click here to enter text.

PART 4: Final review, to be completed by the Line Manager in discussion with the probationer.

1, Please enter an appropriate level of performance (Excellent, Good, Satisfactory or Improvement Required):

1a, Quality and accuracy of work:Click here to enter text.

1b, Efficiency:Click here to enter text.

1c, Attendance:Click here to enter text.

1d, Time keeping:Click here to enter text.

1e, Work relationships (team work and interpersonal communication skill):Click here to enter text.

1f, Competency in the role:Click here to enter text.

2, Provide a summary of the probationer’s performance and progress over the probationary period:

Click here to enter text.

3, Probation recommendation (Pass, Extend or Fail): Click here to enter text.

If the recommendation is to Extend, be sure to provide a rationale for this and, where appropriate, specify any areas of improvement that are required and how these will be monitored.

Click here to enter text.

If the recommendation is Fail, be sure to provide a rationale for this. Include a summary of what action has been taken to address any difficulties which have arisen during the probationary period.

Click here to enter text.

4, Probationer’s comments about their experience of the probationary process (optional).

Click here to enter text.

Length of extension (if appropriate) Maximum6 months: / Click here to enter text.
New Probation end date(if appropriate): / Click here to enter text.
Employee’s Signature: / Click here to enter text.
Line ManagerSignature: / Click here to enter text.
Head of Department Signature: / Click here to enter text.
Divisional Director / Librarian / Chief Administrative Officer signature (asappropriate): / Click here to enter text.
Date: / Click here to enter text.

Authorised forms are to be received by Bryony Seager (ext. 94036, ) in HR

BEFORE THE EXPIRY OF THE PROBATIONARY PERIOD.

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