What is a probation review?
Also called: probationary review, end of probation review
Last updated
A probation review is the meeting at the end of a new employee’s probation period, often three to six months, where the manager decides whether they have met the standards of the role. The outcome is usually to confirm the employment, extend the probation with clear goals, or end it, and is confirmed in writing.
In more detail
A fair review needs no surprises. The new starter should know the standards from the first week and hear how they are doing at regular check-ins before the final meeting, so any concerns have been raised and supported early.
The review should look at evidence against the role’s standards: the work, the goals set at the start and feedback from colleagues. Whatever the outcome, it should be recorded and confirmed in writing, and an extension should come with specific goals and a new date.
Example
Six months after a support agent starts, her manager reviews her ticket quality scores, her goals from week one and feedback from the team lead. She meets every standard, the manager confirms her employment in the meeting, and HR sends the confirmation letter the same week.
Probation reviews in CheckFlow
In CheckFlow a probation review can be a step in the onboarding checklist, due a set number of days after the start date, with the outcome recorded in a required drop-down. Conditional logic shows the extension steps only when the probation is extended.
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