Probation Review
Close a probation period with a decision: objectives met or missed, evidence, support given, and a clear pass, extend or fail outcome with a fixed end date.
A ready-to-use human resources form for HR, people ops and hiring managers: 29 questions, 3 pages, 5 conditional rules.
- Questions
- 29
- Pages
- 3
- Layouts
- classic · card
- Time to complete
- ≈ 9 min
- Conditional rules
- 5
Searches this template answers
- probation review form
- probationary period review form template
- end of probation form manager
- probation extension form
- probation sign off form online
Also filed under
Live preview and test console
This is the real form. Answer it to test the flow — nothing is sent or stored.
Page 1 of 3 — Employee and dates
This template runs as a straight sequence — no branching rules.
Compliance checklist
- Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
- Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
- Legal text not required — passingThis template collects neither health nor regulated financial information.
- Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.
What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.
Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.
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.
- 1Press “Use this template” — a fresh copy of Probation Review lands in your workspace, ready to edit.
- 2Rename or delete any question, and change what is required. Nothing here is fixed.
- 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.
- 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.
- 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.
About this template
The most common probation outcome is no outcome at all: the end date passes, nobody signs anything, and the employee is confirmed by accident. This form exists to force a decision before that date. It records the probation start and contractual end date at the top, so the deadline is visible while the form is being filled in, and asks which review this is — an interim check or the final one. The manager then scores the areas probation is actually about: the work itself, reliability, working with others, following process, and progress against the objectives set at the start, each with a short evidence box rather than a rating alone. Crucially the form asks what support and feedback the employee was given, because an outcome that cannot show the employee knew about a problem is difficult to defend. It closes with one decision — pass, extend with a new end date and specific conditions, or do not confirm — plus the employee's own comments and a countersignature. An extension cannot be saved without a new date and conditions, which is what stops an extension becoming a slow drift.
What this form asks
Every question is editable — rename it, make it optional, or delete it entirely.
Page 1 — Employee and dates
- Employee namerequired
- Job titlerequired
- Team or departmentrequired
- Reviewing managerrequired
- Probation start daterequired
- Contractual probation end daterequired
- Is this the final review?required
- Date of the next review
- Were objectives set at the start of probation?required
- Objectives being set now
Page 2 — Performance and support
- Quality of workrequired
- Evidence for that ratingrequired
- Reliability and attendancerequired
- Working with colleagues and customersrequired
- Following process and instructionsrequired
- Progress against the objectives setrequired
- Training, feedback and support given so farrequired
- Concerns raised with the employee and when
- Days of absence during probation
Page 3 — Decision
- Outcome of this reviewrequired
- New probation end date
- Conditions that must be met by that date
- Reasons and the dates concerns were raised
- Employee's own comments
- Has the outcome been discussed with the employee?required
- Date of the discussion
- Manager's signaturerequired
- Employee's signaturerequired
- Date completedrequired
29 questions in total.
Example of a completed probation review form
This shows how a manager records evidence against a fixed probation end date and reaches a clear decision.
- Job title
- Junior Accounts Assistant
- Probation start date
- 4 August 2025
- Contractual probation end date
- 3 February 2026
- Is this the final review?
- Yes
- Quality of work
- As expected
- Evidence for that rating
- Monthly reconciliations completed accurately with minimal supervision since November.
- Progress against the objectives set
- Met three of the four objectives set at induction.
- Outcome of this review
- Confirm employment
- Has the outcome been discussed with the employee?
- Yes
Sample data — no real people, addresses or records are shown.
How the form changes as it's filled in
This template ships with 5 conditional rules, grouped into 4 behaviours driven by 3 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.
Driven by “Outcome of this review”
- Makes answers required
If “Outcome of this review” is Extend probation, “New probation end date” and “Conditions that must be met by that date” become required before the form can be submitted.
- Makes answers required
If “Outcome of this review” is Do not confirm employment, “Reasons and the dates concerns were raised” becomes required before the form can be submitted.
Driven by “Were objectives set at the start of probation?”
- Makes answers required
If “Were objectives set at the start of probation?” is No, “Objectives being set now” becomes required before the form can be submitted.
Driven by “Is this the final review?”
- Makes answers required
If “Is this the final review?” is No, “Date of the next review” becomes required before the form can be submitted.
Set it up step by step
- 1
Put the contractual end date on page one
Seeing the deadline while completing the review is what stops a probation confirming itself by default.
- 2
Require evidence beside every rating
A rating on its own is an opinion; a rating with an example is a record you can stand behind.
- 3
Never extend without a date and conditions
An extension with no new deadline is just a longer probation nobody is managing.
- 4
Record when concerns were raised
An outcome is far easier to justify when the form shows the employee heard about the problem in time to fix it.
Mistakes to avoid
- Letting the end date pass unreviewed, which usually confirms employment whether that was intended or not.
- Using a general performance review, which has no pass, extend or fail decision and no fixed end date.
- Extending probation verbally, so neither the new deadline nor the conditions exist in writing.
What it pairs with
Most teams don't run this form on its own. These are the forms and systems it sits next to.
What to do with the responses
Confirm the outcome to the employee in writing, update the personnel record and any payroll or benefit changes, and diarise a new end date if probation was extended.
Works in both layouts
Forms that overlap this one
These pages cover the same subject ground as the probation review, matched on the words people actually search for.
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dateemployeeemploymenthiringhr
360-Degree Feedback Form
employeeemploymenthiringhrhuman
Employee Performance Review
employeeemploymenthiringhrhuman
Internal Transfer Request
dateemployeeemploymenthiringhr
Remote Work Request
employeeemploymenthiringhrhuman
Return to Work Form
employeeemploymenthiringhrhuman
Privacy & compliance
This form holds employee or applicant data. Route it to a named HR mailbox rather than a shared inbox, and keep the audit trail on so you can show who viewed each response.
Frequently asked questions
How is this different from a performance review?
A probation review ends in a pass, extend or fail decision against a fixed contractual date. An annual review does not.
Can it be used for an interim check?
Yes. Mark it as an interim review and set the date of the next one, so nothing relies on memory.
Does it handle notice if employment is not confirmed?
No. It records the decision and reasons; notice and any process obligations follow your own contract and policy.
Should the employee see it?
Yes. There is an employee comments box and a countersignature, which is what makes the record two-sided.
Is the Probation Review template free to use?
Yes. You can preview and test Probation Review on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.
What does the Probation Review template ask for?
It asks 29 questions across 3 pages, 20 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.
Can I edit the Probation Review form after copying it?
Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.
How does the conditional logic in this human resources form work?
5 conditional rules ship with the template: 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. All rules are editable in the Logic tab.
Where do responses to the Probation Review form go?
Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.
Can I embed the Probation Review form on my own website?
Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.
Is the signature on this form legally usable?
The template captures a drawn signature and stores it with the submission, along with the timestamp, so you keep evidence of who agreed and when. Whether that is sufficient depends on your jurisdiction and the agreement itself.
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