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Probation Evaluation Report Template for England and Wales

A Probation Evaluation Report is a formal document used in England and Wales to assess an employee's performance, conduct, and suitability for permanent employment during or at the end of their probationary period. The document complies with UK employment law requirements and includes detailed evaluation of predetermined performance criteria, competencies, and objectives. It serves as an official record of the decision to confirm employment, extend probation, or terminate employment.

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What is a Probation Evaluation Report?

The Probation Evaluation Report is a critical employment document used across organizations in England and Wales to formally assess new employees during their probationary period. It provides a structured framework for evaluating performance, behavior, and cultural fit within the organization. The report typically includes assessment of key competencies, achievement of objectives, and overall suitability for the role. This document is essential for making informed decisions about confirming permanent employment, extending probation, or terminating employment, while ensuring compliance with UK employment law and maintaining proper documentation.

What sections should be included in a Probation Evaluation Report?

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

2. Evaluation Period: Dates covered by the evaluation and length of probation

3. Performance Criteria: Assessment of key performance indicators and job-specific competencies

4. Overall Assessment: Summary of performance and recommendation (pass/fail/extend)

5. Manager's Comments: Detailed feedback from line manager

What sections are optional to include in a Probation Evaluation Report?

1. Development Needs: Identified areas for improvement, used when continuing employment

2. Support Provided: Details of training and support given, relevant for extended probations

3. Attendance Record: Include if attendance has been an issue during probation

What schedules should be included in a Probation Evaluation Report?

1. Performance Metrics: Detailed statistics and KPI achievements if applicable

2. Training Records: Documentation of completed training during probation

3. Previous Review Notes: Records of interim reviews if conducted

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok成人版 | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

Jurisdiction

England and Wales

Cost

Free to use

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