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90 Day Probation Review Form Template for England and Wales

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Key Requirements PROMPT example:

90 Day Probation Review Form

"I need a 90 Day Probation Review Form for a software developer in our tech startup, focusing heavily on technical skills assessment and project delivery metrics, with the review scheduled for March 2025."

Document background
The 90 Day Probation Review Form is a critical HR document used across organizations in England and Wales to formalize the assessment of new employees at the end of their probationary period. It serves as both a legal record and management tool, documenting the employee's performance, conduct, and integration into the organization. The form helps ensure compliance with UK employment law while providing a standardized approach to evaluating new hires. It typically includes sections for performance assessment, behavioral evaluation, and recommendations for permanent employment, probation extension, or termination.
Suggested Sections

1. Employee Information: Basic details including name, position, department, and start date

2. Performance Assessment: Evaluation of key performance indicators and objectives

3. Behavioral Assessment: Evaluation of conduct, attendance, and team interaction

4. Overall Recommendation: Decision regarding passing/failing probation

5. Signatures: Space for employee, manager, and HR signatures

Optional Sections

1. Training Completion: Review of completed training modules, used when specific training was required

2. Extension Request: Section for requesting probation extension, used when performance is inconclusive

3. Development Plan: Specific actions for improvement, used when areas of concern are identified

Suggested Schedules

1. Performance Metrics: Detailed breakdown of performance scores and metrics

2. Training Records: Documentation of completed training and certifications

3. Previous Review Notes: Notes from interim reviews during probation period

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions















Clauses















Industries

Employment Rights Act 1996: Primary legislation establishing basic employment rights, requirements for written statements of employment particulars, and provisions regarding unfair dismissal. Critical for structuring probation review procedures and outcomes.

Equality Act 2010: Ensures the probation review process is non-discriminatory, protects against discrimination based on protected characteristics, and requires reasonable adjustments for disabled employees.

Data Protection Act 2018 and UK GDPR: Regulates the handling and storage of personal information, ensures employee data privacy rights, and requires transparency in data collection and processing during the review process.

Employment Relations Act 1999: Establishes the right to be accompanied in formal meetings and provides procedures for handling workplace disputes during probation reviews.

ACAS Code of Practice: While not legislation, provides essential guidance on handling disciplinary and grievance procedures. Courts consider compliance with ACAS guidance when assessing employment cases.

Employment Contract Terms: The probation review must align with and reference the specific terms outlined in the employee's contract regarding probationary periods and assessment criteria.

Company Policies and Procedures: Internal organizational guidelines and procedures that must be incorporated into the probation review process to ensure consistency and fairness.

Collective Agreements: Any applicable agreements between the employer and trade unions or worker representatives that may affect the probation review process.

Industry-Specific Regulations: Any sector-specific rules or requirements that need to be considered during the probation review process.

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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