Probation Review — shared by the community

Who this template is for

Probation Review is built for HR, people ops and hiring managers who need to run hiring and internal people processes on one auditable record.

• HR, people ops and hiring managers working in human resources.
• Teams who need to run hiring and internal people processes on one auditable record without writing code or paying for a custom build.
• Anyone replacing CVs, requests and approvals scattered across inboxes with one structured record per enquiry.
• Respondents are candidates and employees — the form asks them 29 questions across 3 screens.
• Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of CVs, requests and approvals scattered across inboxes and turns each submission into a record your team can act on immediately.

• 20 questions are required, so submissions arrive complete instead of needing a follow-up email.
• It records a signature you can keep as proof of agreement.
• It pins the request to a specific date.
• It captures a numeric value you can filter and sort on.
• Conditional logic hides 5 questions until they are relevant — shorter forms convert better than long ones.
• Splitting the form across 3 pages keeps each screen short and shows respondents how much is left.
• Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

1. 1Press “Use this template” — a fresh copy of Probation Review lands in your workspace, ready to edit.
2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 5 conditional rules ship with it.

• Features conditional validation: if “Outcome of this review” is Extend probation, “New probation end date” becomes mandatory before the form can be sent.
• Features conditional validation: if “Outcome of this review” is Extend probation, “Conditions that must be met by that date” becomes mandatory before the form can be sent.
• Features conditional validation: if “Outcome of this review” is Do not confirm employment, “Reasons and the dates concerns were raised” becomes mandatory before the form can be sent.
• Features conditional validation: if “Were objectives set at the start of probation?” is No, “Objectives being set now” becomes mandatory before the form can be sent.
• Features conditional validation: if “Is this the final review?” is No, “Date of the next review” becomes mandatory before the form can be sent.
• All 5 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.