We are proud to offer our clients a comprehensive set of New Starter, Induction, and Probation Templates. These templates are designed to streamline the onboarding process, and ensure that new employees are set up for success from day one. The New Starter template covers all the essential information needed for a new employee, while the Induction template provides a detailed overview of company policies and procedures. Finally, our Probation template offers a clear framework for assessing employee performance during the probationary period. Purchase these templates today to make your onboarding process a breeze!
New Starter, Induction and Probation Templates
Employee preparation form for probation review meeting
This form can be shared with employees to enable them to prepare for their probationary period review meeting. The form asks a series of questions to prepare the employee, covering issues such as induction, training and further support.
Line manager preparation form for probation review meeting
This form can be used by line managers at a probationary period review meeting to outline progress since the mid-point review, to record whether the employee has successfully completed their probationary period and to outline any areas requiring further development.
Mid-point probation review form
This form can be completed during a mid-point probation review to identify any concerns about how the individual is settling in, discuss any issues around performance and to plan any training needs.
Probationary period review form
This form should be used to review an employee’s performance during their probation period and recommend whether the employee should be confirmed in their post. The form also includes sections on any amendments required for the job description, setting objectives for the next review period, and any training and development needs.
Letter confirming successful completion of probationary period
This letter can be sent to an employee to confirm the successful completion of their probationary period.
Letter confirming unsuccessful completion of probationary period
This letter informs the employee that their performance did not reach a satisfactory level during their probation period and states when the employment will be terminated.
Letter extending a probationary period
This letter informs an employee that their probationary period is being extended for a specified period of time as they have failed to reach a satisfactory standard in the areas identified in the letter. The letter also explains that the employee will be given the opportunity to focus on improvement in the areas outlined and that additional support or training will be provided.
Letter inviting employee to probationary period review meeting
This letter invites an employee to a meeting to review their probationary period. The letter confirms the details of the meeting and also outlines the purpose of the meeting and the possible outcomes of the meeting.
Probation Policy
This policy outlines the process for managing a probationary period, including an explanation of the purpose of probationary periods, how to manage any concerns during the probationary period, what support should be provided, along with information on confirming the successful completion of a probationary period as well as terminating employment either before completion of the probationary period or at the end of the probationary period.
Letter extending a probationary period due to absence
Use this template letter where an employee has not reached the expected standard of performance during their probation due to high levels of absence to confirm that their probation will be extended and the standard which they are required to meet at the end of the extension.New starter checklist
This checklist covers what needs to be done when recruiting a new employee, including items such as ensuring immigration documents and references are checked, IT passwords are issued and a staff handbook and privacy notice is provided.Checklist for induction 'buddy'
This checklist can be shared with an employee who is acting as an induction ‘buddy’ for a new starter, with guidance on making the new colleague feel welcome and providing ongoing support.Checklist for managing induction
This checklist covers the areas that should be covered during the induction process, including what to cover at organisational level, departmental level, team level and at an individual level. It also ensure that an explanation of data protection policies have been provided.Checklist for new starter to record learning during induction
This checklist can be shared with a new starter to help them record their learning during their induction period, including information about the organisation, department and team and to make notes on their ongoing training plan. It also covers receipt of a privacy notice to explain how personal data is used.Manager guidance notes on induction for a public sector organisation
These guidance notes cover the aims of induction, information to be given before the first day, on the first day and in the first three months, as well as outlining the process for measuring progress in the first six months.Induction policy
This policy covers the objectives of induction, supporting organisation documents include the provision of a privacy notice to explain how personal data is used, the induction procedure, mentoring and coaching.New starters form
This form can be used to record new starter information for the purposes of pay and emergency contacts