Probationary Review Form Generator for the USA

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Key Requirements PROMPT example:

Probationary Review Form

"I need a Probationary Review Form for a tech startup with 50 employees, focusing heavily on technical skills assessment and project delivery metrics, while ensuring compliance with California employment laws."

Document background
The Probationary Review Form is a critical HR document used to evaluate new employees or those in transitional roles during their probationary period, typically ranging from 30 to 90 days, depending on company policy and state regulations. This document is designed to comply with US federal employment laws, including Title VII of the Civil Rights Act, ADA, and ADEA, while providing a structured framework for performance evaluation. The form captures essential performance metrics, behavioral assessments, and concrete examples of the employee's work, serving as both a developmental tool and a legal record. It should be completed near the end of the probationary period and requires input from both the supervisor and employee, with HR oversight to ensure compliance and fairness.
Suggested Sections

1. Employee Information: Basic details including employee name, ID, position, department, hire date, and review period dates

2. Performance Criteria: Key performance indicators and competencies being evaluated, typically including job knowledge, quality of work, productivity, reliability, and interpersonal skills

3. Rating Scale: Clear explanation of the rating system used (e.g., 1-5 scale, with definitions for each rating level)

4. Performance Assessment: Detailed evaluation of each performance criterion with specific examples and ratings

5. Overall Performance Summary: General assessment of the employee's overall performance during the probationary period

6. Goals and Objectives Review: Assessment of progress toward goals set at the beginning of probationary period

7. Recommendations: Clear statement regarding continuation of employment, extension of probation, or termination

8. Signatures and Dates: Space for signatures of employee, supervisor, and HR representative, with dates

Optional Sections

1. Development Plan: Specific actions or training needed for improvement, used when employee requires additional support

2. Attendance Record: Detailed attendance information, included when attendance has been a concern or is a critical job requirement

3. Safety Compliance: Assessment of adherence to safety protocols, included for positions with significant safety requirements

4. Customer Feedback: Summary of customer/client feedback, included for customer-facing roles

5. Technical Skills Assessment: Detailed evaluation of specific technical skills, included for technical positions

6. Project Completion Status: Review of specific projects assigned during probation, included for project-based roles

Suggested Schedules

1. Performance Metrics: Detailed breakdown of specific performance indicators and measurement criteria

2. Job Description: Copy of the employee's job description against which performance is measured

3. Initial Goals Document: Copy of goals and objectives set at the start of probationary period

4. Incident Reports: Documentation of any significant incidents or achievements during the probationary period

5. Training Record: Record of completed training and certifications during probation

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions
Relevant Industries

Healthcare

Technology

Manufacturing

Retail

Financial Services

Education

Professional Services

Government

Non-Profit

Construction

Hospitality

Transportation

Telecommunications

Energy

Legal Services

Relevant Teams

Human Resources

Employee Relations

Talent Management

Legal

Operations

Department Management

Senior Leadership

Compliance

Training and Development

Relevant Roles

HR Manager

HR Director

Department Manager

Team Leader

Supervisor

Division Head

HR Business Partner

HR Coordinator

Operations Manager

Project Manager

Department Director

Chief Human Resources Officer

Talent Management Specialist

Employee Relations Manager

Line Manager

Industries
Title VII of the Civil Rights Act of 1964: Prohibits employment discrimination based on race, color, religion, sex, and national origin. The probationary review criteria must be non-discriminatory and based on objective performance metrics.
Americans with Disabilities Act (ADA) of 1990: Requires employers to provide reasonable accommodations for employees with disabilities and ensures that performance evaluations don't discriminate based on disabilities.
Age Discrimination in Employment Act (ADEA): Protects workers 40 and older from age discrimination. Performance reviews must not include age-based bias in evaluation criteria.
Fair Labor Standards Act (FLSA): While primarily about wages and hours, it's relevant for documenting performance issues that might affect employment status or compensation decisions.
Equal Employment Opportunity Commission (EEOC) Guidelines: Provides guidelines for fair employment practices and non-discriminatory evaluation procedures.
State Employment At-Will Doctrine: Varies by state but generally allows employers to terminate employment for any legal reason during probationary period, provided it doesn't violate federal anti-discrimination laws.
National Labor Relations Act (NLRA): Protects employees' rights to discuss working conditions, including performance evaluations, with coworkers.
Employment Contract Law: State-specific contract laws that govern employment agreements and probationary periods, including requirements for notice and documentation.
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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