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Mid Probation Review for the United Kingdom

Mid Probation Review Template for England and Wales

A formal document used in England and Wales for conducting and recording mid-probation performance reviews of employees. It provides a structured framework for evaluating an employee's progress, achievements, and areas for development during their probationary period. The template ensures compliance with UK employment law while facilitating meaningful feedback and documentation of the review process.

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Mid Probation Review

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What is a Mid Probation Review?

The Mid Probation Review Template is a standardized document designed for use in England and Wales to facilitate structured evaluation of employees during their probationary period. It helps organizations assess new employees' performance, cultural fit, and progress towards objectives while ensuring compliance with UK employment legislation. The template provides a framework for documenting feedback, identifying development needs, and making informed decisions about continued employment. It's particularly crucial for maintaining consistent evaluation standards and protecting both employer and employee interests during the probationary period.

What sections should be included in a Mid Probation Review?

1. Employee Details: Basic information including name, position, department, and start date

2. Review Period Details: Dates covered by review and length of probationary period

3. Performance Assessment: Evaluation against key objectives and job requirements

4. Competency Review: Assessment of core skills and behaviors

5. Overall Progress Summary: General evaluation of employee's progress during probation

What sections are optional to include in a Mid Probation Review?

1. Training Completed: List of training undertaken during probation period - include when specific training was part of probation requirements

2. Development Areas: Specific areas requiring improvement - include when performance gaps have been identified

3. Extended Probation Requirements: Specific conditions if probation extension is recommended - include when considering probation extension

What schedules should be included in a Mid Probation Review?

1. Performance Metrics: Detailed breakdown of performance against specific targets

2. Training Records: Documentation of completed training modules

3. Action Plan: Detailed plan for addressing any identified issues

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

England and Wales

Publisher

Genie AI

Cost

Free to use
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. Key for establishing basic framework of probation reviews.

Equality Act 2010: Legislation ensuring non-discrimination in employment processes, covering protected characteristics and reasonable adjustments requirements. Essential for fair and lawful probation review procedures.

Data Protection Act 2018 and UK GDPR: Laws governing how employee data must be handled, including review information storage, privacy rights, and data retention requirements during probation review process.

ACAS Code of Practice: Best practice guidelines for handling disciplinary and grievance procedures, providing framework principles applicable to conducting fair probation reviews.

Common Law Principles: Established legal principles from case law regarding employment contracts and probationary periods, supplementing statutory requirements.

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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