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Probation Evaluation Report Template for England and Wales

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Key Requirements PROMPT example:

Probation Evaluation Report

"I need a Probation Evaluation Report for a new software developer who has completed their 6-month probation period on January 15, 2025, with specific focus on technical skills assessment and team collaboration metrics."

Document background
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.
Suggested Sections

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

Optional Sections

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

Suggested Schedules

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) @ ¶¶Òõ¶ÌÊÓÆµ | 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 governing employment rights, including sections on probationary periods, dismissal rights, notice period requirements, and unfair dismissal provisions

Equality Act 2010: Legislation ensuring non-discriminatory evaluation criteria, protection of protected characteristics, and consideration of reasonable adjustments in workplace assessments

ACAS Code of Practice: Guidelines on disciplinary and grievance procedures, covering fair evaluation procedures, communication requirements, and documentation standards

GDPR and Data Protection Act 2018: Regulations governing personal data handling, record keeping requirements, and data privacy considerations in employee evaluations

Human Rights Act 1998: Legislation ensuring right to fair treatment and privacy considerations in employment matters

CIPD Guidelines: Professional body guidelines from the Chartered Institute of Personnel and Development on probation management best practices

Company Policies: Internal organizational policies and procedures specific to probation management and evaluation

Industry Standards: Sector-specific standards and requirements that may affect probation evaluation processes

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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