Our Probation Review workflow allows managers to complete a structured evaluation of employees approaching the end of their probation period. This workflow introduces a screen with predefined questions to guide the review and ensure consistency. For Elite package users, these questions can be edited to suit organisational needs.

The review task is automatically created and delivered via the To Dos area, ensuring visibility and timely action. All responses are fully reportable, providing valuable insights. This promotes a consistent, structured approach to probation reviews, encourages meaningful reflection, and supports confident, data-driven employment decisions.

Below is the list of the pre-defined Probation Review Questions. As well as their own sign-off checkbox and date, managers will have comment boxes for each question.

Question 1: Task Management and Job Understanding

How effectively have you adapted to your new role and managed the responsibilities assigned during your probation period? Please provide examples of tasks or projects you have successfully completed.
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Question 2: Team Integration and Collaboration
How have you integrated into the team and contributed to collaborative efforts? Can you share instances where you worked effectively with colleagues or supported team objectives?
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Question 3: Learning and Adaptability
How have you approached learning new systems, processes, and expectations during probation? Please provide examples of how you adapted to challenges or feedback.
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Question 4: Work Quality and Reliability
How would you describe the quality and consistency of your work during probation? Are there examples of where you delivered results that met or exceeded expectations?
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Question 5: Overall Progress and Next Steps
Reflecting on your probation period, how do you evaluate your progress so far? What strengths have you demonstrated, and what areas would you like to continue developing? What are your goals as you move beyond probation?

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If you’re interested in activating this workflow, please reach out to Support.

When an employee holds multiple job roles with different managers, all relevant managers will receive an email notification. Each manager will see a shared 'group' to-do item for completing the form; however, only one manager needs to complete it. Once the form is submitted, the to-do item will automatically be removed from the other managers’ task lists.

If you're on the Elite Tier and have access to the Screen Designer, you have the ability to edit these questions. When making changes to the fields on this screen, it’s important to also update the Screen Variants, as this is what defines which part of the review we send to who.

Click here for an article on how to create or edit a screen, or scroll to the bottom of that article to learn more about Screen Variants.

The workflow relies on this specific screen name and the variants linked to this screen. If the name is changed, the workflow will no longer function.