Probation Review Letter and Form

A complete probation toolkit: meeting invitation, review form and three outcome letters – confirm, extend or end employment.

Editable Word document
10
10pages
Guidance notes included
aml consultancy solutions

People & HR

Probation Review Letter and Form

About this document

What it’s for

A set of documents for managing the end of a new employee’s probationary period fairly and consistently: an invitation to a review meeting, a structured review form to record the discussion and decision, and outcome letters confirming the employee in post, extending probation or ending employment.

When to use it

  • Two to four weeks before the end of a probationary period
  • At a mid-point review, using the form on its own
  • At the end of any extension

What’s inside

The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.

  • Part 1 – Invitation to probation review meeting
  • Section A – assessment
  • Section B – the discussion
  • Section C – outcome
  • If probation is extended – improvement plan

How to complete it

  • Send the invitation letter at least [three] working days before the meeting
  • Complete the review form during or straight after the meeting
  • Send the appropriate outcome letter within [three] working days
  • Keep the form and letter on the personnel file

Key points to check

  • Unfair dismissal qualifying service is expected to fall to six months from 1 January 2027
  • Issues should be raised early, not first mentioned at the final review
  • Discrimination and whistleblowing protection applies from day one

Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.

Included in the pack

People & HR

£20

for every document in this category

Editable Microsoft Word files

Guidance notes in every document

Written for UK businesses

Download and keep

Get the packSee every document in this pack →

Need more than one category?

Documents All-Access gives you every category for 12 months for £295.

Compare options →

Need it tailored?

We can adapt any template to your business, or write a document from scratch.

Talk to us →