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Probation evaluation template (US)

A general template under US law. Laws differ from state to state, so check it against your state's law or with a lawyer licensed there. We are not a law firm and do not give legal advice.

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Preview — US standard

Introductory Period Evaluation

| Item | Details |

| --- | --- |

| Employee | Employee Name |

| Job title | Job Title |

| Department | Department |

| Start date | Start Date |

| Introductory period ends | Introductory Period End Date |

| Evaluator | Evaluator Name and Title |

| Evaluation date | Evaluation Date |

Rating: E = exceeds expectations, M = meets expectations, N = needs improvement.

| Area | Rating | Comments |

| --- | --- | --- |

| Job knowledge and skills | Skills Rating | Skills Comments |

| Quality of work | Quality Rating | Quality Comments |

| Productivity | Productivity Rating | Productivity Comments |

| Attendance and punctuality | Attendance Rating | Attendance Comments |

| Following policies and safety rules | Policies Rating | Policies Comments |

| Teamwork and communication | Teamwork Rating | Teamwork Comments |

Absences protected by law, such as protected sick leave, FMLA leave, jury duty or disability-related leave, are not counted against the employee.

Summary

Strengths: Strengths

Areas to improve: Areas to Improve

Recommendation

Successful Completion, Extend the Introductory Period to a Given Date, or End Employment

Reason: Reason for Recommendation

The introductory period is a time to assess fit. Completing it does not change the at-will nature of employment.

Employee Comments

Employee Comments

| Employee | Evaluator | HR |

| --- | --- | --- |

| Employee Signature | Evaluator Signature | HR Signature |

| Date: Employee Signing Date | Date: Evaluator Signing Date | Date: HR Signing Date |

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