Summary
In short
- A probation and ninety day review is a review used in KnowOps that reviews a new worker at the agreed points, covering competence, fit, support received and whether anything promised at hire actually happened. It is built against ISO 45001 cl.7.2 and forms part of the Worker Onboarding and Offboarding programme.
- Run at thirty, sixty and ninety days. Carried out by the line manager.
- The template holds 53 fields across 5 sections.
- Scoring is reviews held on time, where high is good.
- ISO 45001 is occupational health and safety management systems. The international standard for managing worker health and safety. Certifiable, and the backbone of most of this library.
- It connects to the rest of the library: links Competency Matrix and Coaching Record.
What it is
What it is
What is a probation and ninety day review?
A probation and ninety day review is a review used in KnowOps that reviews a new worker at the agreed points, covering competence, fit, support received and whether anything promised at hire actually happened. It is built against ISO 45001 cl.7.2 and forms part of the Worker Onboarding and Offboarding programme.
When is a probation and ninety day review completed?
A probation and ninety day review is completed at the review interval, and after any trigger event. Run at thirty, sixty and ninety days.
When to use it
When to use it, and when not to
This review is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this review covers has occurred, or is about to
- The workspace is being set up, or the register needs an entry added or retired
- You are running the Worker Onboarding and Offboarding programme and this is one of its steps
- A linked record needs this one to exist: links competency matrix and coaching record
Not for
- New Starter Pre-Arrival Checklist, which everything that must be complete before a new worker's first shift, covering right to work, references, medical clearance, competency evidence, equipment ordered and systems requested.
- New Starter First Day Record, which records what actually happened on a new worker's first day, from arrival through induction, introductions, equipment issue and their first supervised task.
- Worker Equipment and System Provisioning, which tracks what a worker was given and what access they were granted, from PPE and lockers through to systems and door access.
- Anything outside KnowOps, which belongs in the workspace that owns that process
Standards
What it is built against
ISO 45001Occupational health and safety management systems
The international standard for managing worker health and safety. Certifiable, and the backbone of most of this library.
ISOInternational Organization for Standardization
A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
FAQ
Frequently asked questions
What is the probation and ninety day review template based on?+
It is built against ISO 45001 cl.7.2. ISO 45001 is occupational health and safety management systems. The international standard for managing worker health and safety. Certifiable, and the backbone of most of this library. ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
What sections does the probation and ninety day review contain?+
There are 5 sections: header, competence, support received, their view, outcome. Together they hold 53 fields, 44 of which are required.
How many probation and ninety day review records should we have?+
This is a singleton. One record per workspace, set up once and maintained, rather than one per event. Other templates refer back to it.
Which programme does the probation and ninety day review belong to?+
It is part of Worker Onboarding and Offboarding. Nobody starting unprepared, and nobody leaving with access they still hold.
How is a probation and ninety day review scored?+
Scoring is reviews held on time. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.
Can the probation and ninety day review template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the probation and ninety day review library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in KnowOps — frontline execution. Shift handover, production control, daily management, worker lifecycle and improvement.
Sources
Sources
- ISO 45001 — Occupational health and safety management systems
- ISO — International Organization for Standardization