Probationary period review checklist template

Table 1: Checklist Identification and Record Control

How to Use This Checklist

Complete this checklist sequentially across the employee's probationary period ([PROBATION_PERIOD]). Do not skip phases or advance milestones until previous verification items are marked complete. Every item requires a selected status: Complete, Not Complete, or N/A. Selecting "N/A" requires an explanatory rationale recorded in the Notes column. If an item fails or is marked "Not Complete", the supervisor must immediately log the finding in Section 4 (Exceptions and Corrective Actions) and notify [OWNER_OR_MANAGER].

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1. Scope & Owner

1.1 Scope

This checklist applies to all newly hired or promoted personnel subject to a probationary review period under [ORGANIZATION_NAME] within [PROVINCE].

1.2 Responsibility and Ownership

The primary operational owner is [SUPERVISOR_TITLE], responsible for conducting reviews, logging objective evidence, and meeting timeline milestones. Final determination authority rests with [OWNER_OR_MANAGER].

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2. Required Checks

2.1 Phase 1: Initial Setup and Expectation Setting (Days 1–14)

Table 2: Phase 1 Verification Checks

2.2 Phase 2: Mid-Point Performance Review (Mid-Probation)

Table 3: Phase 2 Verification Checks

2.3 Phase 3: Final Assessment and Evidence Compilation (Final 30 Days)

Table 4: Phase 3 Verification Checks

2.4 Phase 4: Final Determination and Administrative Closeout

Table 5: Phase 4 Verification Checks

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3. Evidence & Records

3.1 Records Retention and Safeguards

All evidence gathered during the probationary review must be maintained in the employee's official confidential personnel file at [FILE_LOCATION]. Organizational privacy controls must protect performance scores, evaluations, and health-related accommodations against unauthorized access.

Table 6: Required Record Schedule

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4. Exceptions & Corrective Actions

Table 7: Exceptions and Corrective Action Log

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5. Final Sign-off

5.1 Attestation

The undersigned confirm that the probationary review process for [EMPLOYEE_NAME] was conducted objectively, in compliance with applicable employment standards, without prohibited bias, and that all required verification items and records have been completed.

5.2 Signatures

Preparer (Immediate Supervisor):
Name: [SUPERVISOR_TITLE]
Signature: ____
Date: [EFFECTIVEDATE]

Reviewer / Approver:
Name: [OWNER_OR_MANAGER]
Signature: ____
Date: [EFFECTIVEDATE]

5.3 Retention Note

The completed checklist and all supporting evidentiary records must be filed immediately in [FILE_LOCATION] and retained for [RETENTION_PERIOD] following the conclusion of employment.

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What to fill in