Managers review a probationer on fit, skills, learning speed and teamwork with evidence, and get an AI report behind the pass or extend recommendation.
Quick answer
Off-the-cuff confirmation decisions convince neither employee nor lawyer — four anchored dimensions with required evidence, extension with conditions and a re-review date; check local labour law before acting.
Probation decisions made from memory are the hardest to defend afterwards. This form has managers gather evidence while the period runs, then score four dimensions — role fit, skill level, learning speed, teamwork — and record a clear pass, extend-with-conditions or do-not-confirm outcome. The AI report assembles the one-page case, so the decision stands on written facts. Outcomes are internal HR records; apply your local labor rules before acting.
| Template | Probation Review Form |
|---|---|
| Category | HR & People Ops |
| Format | Structured worksheet with AI review report |
| Time to complete | About 10 minutes per response |
| What you get | A personalized AI report (printable PDF) for every response, plus the raw answers |
| Best for | Managers ending probation · HR · Onboarding leads |
| Cost | Free to copy and customize on FormLM |
Sample form and AI report preview (fillable once the app is published).
Everything you need to run this template.
Fit, skills, learning speed, teamwork on anchors.
The achievement or incident behind each rating.
Pass, extend with conditions and date, or do not confirm.
A one-page, printable case for the decision.
From copy to deliverable in four steps.
Copy it and enter the probationer, role and dates.
Note achievements and misses as they happen.
Fit, skills, learning speed, teamwork — with proof.
Pass, extend with conditions, or don't confirm — the AI report summarizes it.
Pick your role — see how it fits your workflow.
Decide from written evidence, not end-of-period fog.
Consistent records across every confirmation decision.
Repeated probation misses feed back into onboarding.
What makes this template work as a professional deliverable.
A preview of real questions — the full version adds scoring and a personalized report per respondent.
