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60 Day Evaluation for Canada

60 Day Evaluation Template for Canada

A Canadian-jurisdiction 60-day evaluation agreement that establishes a structured temporary arrangement between an organization and a potential employee or contractor. This document outlines the terms, conditions, and evaluation criteria for a defined assessment period, ensuring compliance with federal and provincial employment standards. It includes comprehensive provisions for performance evaluation, confidentiality, intellectual property protection, and data privacy, while maintaining flexibility for various industry-specific requirements and provincial variations in employment law.

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What is a 60 Day Evaluation?

This document serves as a legally binding 60 Day Evaluation agreement designed for use in Canadian jurisdictions, providing organizations with a structured framework to assess potential permanent employees or contractors. It is particularly valuable when organizations need to evaluate technical competencies, cultural fit, or specific skill sets before making a long-term commitment. The agreement incorporates essential protections for both parties, including intellectual property rights, confidentiality obligations, and data protection requirements, while ensuring compliance with relevant federal and provincial employment standards. It can be customized for various industries and role types, making it suitable for both technical and non-technical positions across different organizational levels.

What sections should be included in a 60 Day Evaluation?

1. Parties: Identifies the evaluating organization and the individual being evaluated

2. Background: Explains the context and purpose of the evaluation period

3. Definitions: Defines key terms used throughout the agreement

4. Term and Duration: Specifies the 60-day evaluation period and any conditions for early termination

5. Evaluation Criteria: Details the specific metrics and standards against which performance will be evaluated

6. Duties and Responsibilities: Outlines the specific roles, tasks, and expectations during the evaluation period

7. Compensation and Benefits: Details any payment, benefits, or reimbursements during the evaluation period

8. Confidentiality: Protects proprietary information shared during the evaluation period

9. Intellectual Property: Addresses ownership of work created during the evaluation period

10. Termination: Describes conditions and process for early termination

11. Data Protection: Ensures compliance with privacy laws and data handling requirements

12. Governing Law: Specifies applicable Canadian jurisdiction and laws

What sections are optional to include in a 60 Day Evaluation?

1. Non-Competition: Include when the evaluated person will have access to sensitive competitive information

2. Equipment and Resources: Include when specific company resources or equipment will be provided

3. Remote Work Provisions: Include when the evaluation period involves remote work arrangements

4. Travel Requirements: Include when the role requires travel during the evaluation period

5. Training Commitments: Include when specific training will be provided during evaluation

6. Performance Bonus: Include when offering performance-based incentives during evaluation

7. Extension Provisions: Include when there might be a need to extend the evaluation period

What schedules should be included in a 60 Day Evaluation?

1. Schedule A - Evaluation Metrics: Detailed breakdown of performance indicators and success criteria

2. Schedule B - Compensation Details: Detailed breakdown of any compensation, benefits, and reimbursement policies

3. Schedule C - Position Description: Detailed description of the role and responsibilities

4. Appendix 1 - Company Policies: Relevant company policies applicable during the evaluation period

5. Appendix 2 - Confidential Information: Specific details about what constitutes confidential information

6. Appendix 3 - Required Equipment: List of any equipment or resources provided and terms of use

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

Canada

Publisher

Genie AI

Document Type

Evaluation Form

Cost

Free to use
Relevant legal definitions






























Clauses






























Relevant Industries

Technology

Professional Services

Healthcare

Financial Services

Manufacturing

Retail

Education

Construction

Consulting

Research and Development

Media and Entertainment

Telecommunications

Relevant Teams

Human Resources

Legal

Finance

Information Technology

Operations

Research and Development

Sales

Marketing

Engineering

Product Development

Quality Assurance

Customer Service

Executive Leadership

Relevant Roles

Software Developer

Project Manager

Financial Analyst

Sales Executive

Research Scientist

Operations Manager

Human Resources Specialist

Marketing Director

Technical Architect

Business Analyst

Medical Professional

Legal Counsel

Department Head

Creative Director

Engineering Lead

Industries







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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