What this is
What is a probation review?
What is a probation review?
A probation review is a structured check on a new worker at fixed points in their first months, held by the line manager. It tests two things at once: whether the worker is competent and settled, and whether the organisation delivered the induction, training, equipment and support it committed to. It ends in a decision to confirm, extend or not confirm, recorded with the evidence behind it.
What does a ninety day review add that a thirty day review does not?
The thirty day review catches broken provisioning and missing induction while they are cheap to fix. The sixty day review tests whether competence is actually building. The ninety day review is the point at which the placement decision is made on evidence rather than impression. Running only the last of the three turns probation into a single pass or fail with no intervention history behind it.
What is the difference between a probation review and a performance appraisal?
An appraisal measures a settled worker against objectives over a full cycle. A probation review measures a new worker against expected progress for their stage, and measures the employer against its own onboarding commitments. The template scores support received and promises delivered alongside competence, which no appraisal form does.
Scope
When is a probation and ninety day review required?
This is the review that runs during probation, at fixed intervals, owned by the line manager. It is not the onboarding record, not the training record, and not the disciplinary route. Using it for work that belongs elsewhere leaves both records thin.
Use this template when
- A worker has reached thirty, sixty or ninety days, or the end of an agreed probation period
- Probation has been extended and a further review point has been set
- A worker moved into a role with a fresh probation or qualifying period attached
- Concerns about a new starter's progress need recording before any formal step is considered
- You are running the Worker Onboarding and Offboarding programme and this is the follow-through step after provisioning
Do not use it for
- New Starter Pre-Arrival Checklist, which closes out right to work, references and clearances before the first shift and has no bearing on progress afterwards
- New Starter First Day Record, which captures induction and first supervised task on day one only
- Worker Equipment and System Provisioning, which is where kit and access are issued and tracked, not where their absence is scored
- Worker Role Change Record, which handles a move between roles, areas or shifts rather than settling into the original one
- Formal capability or disciplinary proceedings, which follow your HR procedure and need their own record and representation rights
Compliance mapping
Which ISO 45001 cl.7.2 requirements does this satisfy?
ISO 45001 cl.7.2 is the anchor, but the review touches consultation duties too. These are the mappings that hold when an auditor asks how a new worker was judged competent.
| Clause | Requirement | Where it lands |
|---|---|---|
| ISO 45001 cl.7.2 | Determine competence on the basis of education, training or experience, and retain documented information as evidence | Competence |
| ISO 45001 cl.5.4 | Consultation and participation of workers, including non-managerial workers, in matters affecting their own health and safety | Their view |
| ISO 45001 cl.7.4 | Internal communication of health and safety information, and a route by which workers can raise matters | Their view |
| ISO 45001 cl.8.1.1 | Criteria for processes are established and work is carried out in accordance with those criteria | Support received |
| ISO 45001 cl.9.1.1 | Monitoring and measurement of the extent to which requirements are met, with retained evidence of results | Outcome |
| ISO 45001 cl.10.2 | Nonconformity is reacted to and corrective action taken to eliminate the causes | Outcome |
What it does not cover
- An induction attendance sheet, which shows a worker was present at a session and says nothing about whether they can now do the work safely and unsupervised.
- A confirmation letter on file, which records a decision without the evidence that led to it, and is the first thing to look weak in a tribunal bundle.
- The line manager's recollection at the ninety day point, which is reliably shaped by the most recent fortnight and not by what happened in week three.
- A completed competency matrix row, which shows the training was assigned and signed but not whether the worker is actually working to it in the positions they hold.
- An engagement survey score, which is anonymous and aggregated, so it cannot show that this worker was asked what was wrong and that anything followed.
Global
Probation and Ninety Day Review requirements by country
Probation sits across two regimes: the safety duty to establish competence before someone works unsupervised, and the employment duty to decide fairly on continued employment. The first travels across borders almost unchanged.
Management of Health and Safety at Work Regulations 1999, reg.13
Employers must take account of workers' capabilities as to health and safety before entrusting tasks, and provide adequate training on recruitment.
Signed Off For The Positions They Work and Working Unsupervised Where Appropriate are the evidence of that judgement. A No against either, with the worker still on the line alone, is a live reg.13 exposure regardless of the probation outcome.
Framework Directive 89/391/EEC, Art.12
Each worker must receive adequate safety and health training on recruitment, and that training must be adapted to new or changed risks.
Training Delivered As Planned is the field the inspectorate reads. A national labour inspector in an EU member state will ask for the training record and the evidence it was delivered, not the induction plan that said it would be.
Work Health and Safety Act 2011 (model), s.19
The primary duty of care includes providing the information, training, instruction and supervision necessary to protect workers from risk.
Supervision is named in the duty alongside training. Working Unsupervised Where Appropriate is therefore not an administrative field: recording that a worker was released from supervision without competence sign-off is the record of a breach.
How to complete it
How to complete a probation and ninety day review, step by step
Most of the form is Yes or No against a plain question. Four judgements decide whether the finished record can be relied on later.
The temptation is to mark Yes because the review eventually happened. It measures whether the review was held at the scheduled point, not whether it was held at all. The whole scoring line for this template is reviews held on time, so a dishonest Yes here removes the only signal the template exists to produce.
Buddy Arrangement Worked is N/A only where no buddy was ever assigned. It is No where one was assigned and did not materialise. Marking it N/A to avoid a zero moves the failure out of the denominator and hides a repeatable onboarding defect across every new starter that manager receives.
The field carries Confirmed, Extended and Not confirmed, and the help text says to leave it blank where this is not the final review. Recording Confirmed at the thirty day point closes the decision three reviews early and makes any later concern look retaliatory. Leave it empty until the End of probation review point.
Additional Support Needed scores No as 3 and Yes as 1, so the form rewards a worker who needs nothing. That is not an invitation to under-report. Where the Support received block shows the employer did not deliver, the shortfall is the employer's and the outcome should be Extended, not Not confirmed.
What auditors find
Most common probation and ninety day review findings
These come out of a probation file read cold, by an auditor tracing competence or a solicitor tracing a dismissal.
| Finding | Clause | What fixes it |
|---|---|---|
| Only the ninety day review exists; thirty and sixty were never held | ISO 45001 cl.7.2 | Raise the missed reviews as records with Held On Time marked No rather than fabricating them. Set Next Review Due on every non-final review so the schedule drives itself from the record. |
| Signed Off For The Positions They Work is Yes but no competency matrix row is linked | ISO 45001 cl.7.2 | Populate Matrix ID from the TRN-020 record. An unlinked Yes is an assertion; the linked matrix row is the retained documented information the clause asks for. |
| Working Unsupervised Where Appropriate is Yes while Training Delivered As Planned is No | ISO 45001 cl.8.1.1 | Treat this combination as an immediate action, not a review comment. Set Action Required to Yes with High priority and restore supervision until the outstanding training is delivered. |
| Everything Promised At Hire Delivered is No and no action was raised | ISO 45001 cl.10.2 | Raise the CAPA and record the reference in CAPA ID. Undelivered hire commitments drive first-year attrition and repeat for every starter until the cause is fixed. |
| Feels Part Of The Team is Isolated but Progressing Well is Yes and the review closes | ISO 45001 cl.5.4 | Record what was agreed in Support Agreed and set Next Review Due within four weeks. Isolation is a leading indicator of both attrition and unreported near misses. |
| Score Percent is high but Completeness Percent is well below one hundred | ISO 45001 cl.9.1.1 | Reopen the record and answer the skipped fields. A high score across a third of the template is not a high score, which is precisely why Completeness Percent sits beside it. |
Case in point
Case in point: the placement that was fixable in week four
A packing line took on six agency-to-permanent conversions in a quarter. Five settled. The sixth was quiet, slower than the others, and nobody raised it because the shift was covering the gap. The thirty and sixty day reviews were not held. At ninety days the manager sat down, marked Quality Of Work Acceptable as No and Pace Acceptable For The Stage as No, and recommended Not confirmed.
The conversation that finally happened surfaced the cause in under ten minutes. The worker's line-specific training had been booked twice and cancelled twice, the assigned buddy had moved to nights in week two, and nobody had told them who to ask. At thirty days that is a rebooked course and a new buddy. At ninety it is a failed placement, a re-recruitment, and a decision that would have been hard to defend if challenged.
The template
The template, field by field
The form exactly as it installs. Every field, option, score and conditional rule is editable, and the links to other templates come with it.
5 sections
- Reference
- OPS-040
- Archetype
- Review
- Record ID
- PROB-2026-000
- Scoring
- Reviews held on time
- Direction
- High is good
- Singleton
- Yes
- Basis
- ISO 45001 cl.7.2
- Links
- Links Competency Matrix and Coaching Record
- Tags
- Worker, Probation, Review
- Sections
- 5
- Fields
- 53
- Follow up fields
- 3
- Repeating sections
- 0
- Links out
- 5
Header
13 fieldsReview ID*
Auto sequence. Format PROB-2026-000.
The record's own ID. Other templates point at this value.
Status*
Drives who this goes to next.
- Planned2 pts
- In progress2 pts
- Complete3 pts
- Deferred0 pts
- Open0 pts
- Closed3 pts
- Overdue0 pts
Date and Time*
Completed By*
Site*
Site ID*
Format SITE-000.
Links to FDN-001 Site ID
Worker*
Person ID
Links to FDN-003 Person ID
Review Point*
Thirty days, sixty days, ninety days, or end of probation.
- Thirty daysnot scored
- Sixty daysnot scored
- Ninety daysnot scored
- End of probationnot scored
Line Manager*
Review Held*
Held On Time*
- Yes2 pts
- No0 pts
- N/Aexcluded from denominator
Skipped, And The One That Catches It Early
A placement that is not working is fixable at thirty days and expensive at ninety. The review is usually skipped because everything seems fine, which is exactly when it is most useful.
Competence
6 fieldsSigned Off For The Positions They Work*
- Yes2 pts
- No0 pts
- N/Aexcluded from denominator
Training Delivered As Planned*
- Yes2 pts
- No0 pts
- N/Aexcluded from denominator
Working Unsupervised Where Appropriate*
- Yes2 pts
- No0 pts
- N/Aexcluded from denominator
Quality Of Work Acceptable*
- Yes2 pts
- No0 pts
- N/Aexcluded from denominator
Pace Acceptable For The Stage*
- Yes2 pts
- No0 pts
- N/Aexcluded from denominator
Understands The Critical Controls In Their Role*
- Yes2 pts
- No0 pts
- N/Aexcluded from denominator
Support received
6 fieldsBuddy Arrangement Worked*
- Yes2 pts
- No0 pts
- N/Aexcluded from denominator
Manager Available When Needed*
- Yes2 pts
- No0 pts
- N/Aexcluded from denominator
Equipment And Access All Working*
- Yes2 pts
- No0 pts
- N/Aexcluded from denominator
Everything Promised At Hire Delivered*
- Yes2 pts
- No0 pts
- N/Aexcluded from denominator
Adjustments In Place Where Agreed*
- Yes2 pts
- No0 pts
- N/Aexcluded from denominator
Feels Part Of The Team*
- Yes3 pts
- Partly1 pt
- Isolated0 pts
Their view
6 fieldsAsked What Is Working*
- Yes2 pts
- No0 pts
- N/Aexcluded from denominator
Asked What Is Not*
- Yes2 pts
- No0 pts
- N/Aexcluded from denominator
Asked What Would Help*
- Yes2 pts
- No0 pts
- N/Aexcluded from denominator
Concerns Raised Acted On*
- Yes2 pts
- No0 pts
- N/Aexcluded from denominator
Would Recommend Working Here*
- Yes2 pts
- No0 pts
- N/Aexcluded from denominator
Any Reason They Might Leave*
- Yes2 pts
- No0 pts
- N/Aexcluded from denominator
Outcome
22 fieldsProgressing Well*
- Yes2 pts
- No0 pts
- N/Aexcluded from denominator
Additional Support Needed*
- No3 pts
- Yes1 pt
Support Agreed
Probation Outcome*
Confirmed, extended, or not confirmed. Blank where not the final review.
- Confirmed3 pts
- Extended1 pt
- Not confirmed0 pts
Coaching Record ID
Links to TRN-085 Record ID
Matrix ID
Links to TRN-020 Matrix ID
Feedback Given To The Worker*
- Yes2 pts
- No0 pts
- N/Aexcluded from denominator
Next Review Due
Hiring Process Lesson Recorded*
- Yes2 pts
- No0 pts
- N/Aexcluded from denominator
Items Assessed*
Excludes anything marked N/A.
Items Failed*
Score Percent*
Calculated on submission. High is good. N/A items leave the denominator.
Result Band*
- Pass3 pts
- Caution1 pt
- Fail0 pts
Completeness Percent*
How much of the template was actually answered. A high score on a half completed form is not a high score.
Action Required*
Raise the action record, then enter its reference here.
- No2 pts
- Yes0 pts
Priority
- High0 pts
- Medium1 pt
- Low3 pts
CAPA ID
Format CAPA-2026-00000.
Links to FDN-014 CAPA ID
Action Owner
Line Manager*
Signature*
HR*
Second Signature*
OPS-040 · record IDs look like PROB-2026-000 · Links Competency Matrix and Coaching Record
Open in KnowellaRun it with agents
From a document you fill in to a programme that runs itself
The review is fifteen minutes of conversation wrapped in three months of scheduling, chasing and cross-referencing. That wrapper is what actually fails.
Raises the thirty, sixty and ninety day reviews from the start date, routes each to the line manager, and escalates when Held On Time is about to become No rather than after it already has.
Reconciles Training Delivered As Planned against the actual training record and the competency matrix, so a Yes on the review cannot outrun the evidence sitting in TRN-020.
Holds the probation file as one evidence chain from pre-arrival through outcome, and flags the combinations, unsupervised without sign-off, promises undelivered, that an auditor or a solicitor will find first.

Watches the whole cohort rather than one worker: which managers hold reviews late, which onboarding promises fail repeatedly, and which starters answered Isolated. Every write waits for your approval.
This template lives in KnowOps — frontline execution. Shift handover, production control, daily management, worker lifecycle and improvement.
Meet KnowOps→Glossary
Probation and Ninety Day Review definitions and key terms
- Probation period
- The initial period of employment during which suitability for the role is assessed and either confirmed, extended or ended. Its length and terms come from the contract, not from this template.
- Review point
- One of the scheduled moments at which the review is held: thirty days, sixty days, ninety days, or end of probation. Recorded on the record so the three sit in sequence rather than as duplicates.
- Competence
- In ISO 45001 terms, the ability to apply knowledge and skills to achieve intended results, established from education, training or experience and evidenced in retained records.
- Buddy arrangement
- A named experienced worker assigned to a new starter as the first point of contact for routine questions. Distinct from supervision, which carries accountability for the work.
- Adjustment
- A change to work, equipment or hours agreed to accommodate a worker's health condition or disability. Recorded here as in place or not, and held in full on the worker's health record.
FAQ
Frequently asked questions about probation and ninety day review
Do we need all three reviews if the worker is clearly doing well?+
Yes, and those are the reviews that produce the most useful data. A worker who is progressing well still tells you whether the training arrived, whether the buddy existed and whether their kit works. Those answers are about your onboarding process, not about them, and they repeat for every subsequent starter.
Who should be present at the review?+
The line manager holds it with the worker. HR countersigns through Second Signature rather than attending, unless the outcome is likely to be Extended or Not confirmed, in which case involve HR before the conversation rather than after it.
What happens if probation is extended?+
Set Probation Outcome to Extended, record what was agreed in Support Agreed, and set Next Review Due to the new end date. The extension only defends a later decision if the support that was promised at the extension is itself evidenced at the next review.
Why does the template score whether the worker was asked what is not working?+
Because a review where nobody asked is not a review. Asked What Is Not and Concerns Raised Acted On are the fields that turn the record into evidence of consultation under ISO 45001 cl.5.4, and they are the two most often left blank.
Can the review be used as the basis for dismissal?+
It is evidence, not a procedure. A dismissal follows your own contractual and statutory process. What this template provides is the contemporaneous trail of what was raised, when, and what support was offered in response.
Should the worker see the completed record?+
Yes. Feedback Given To The Worker is a scored field precisely because a review the worker never heard the outcome of has no corrective value and no evidential weight. Give the feedback in the meeting and mark it Yes honestly.
Keep going
Related templates and programmes
Industries this is written for
Programmes this belongs to
Used together in Worker Onboarding and Offboarding
Worker Profile
Holds a record for each worker, including role, department, site and start date
Exit Health Assessment
Records a worker's health status when they leave a role with hazardous exposure
Key and Access Device Register
Holds every key, fob and access device, who has it and what it opens
Access Request Record
Requests and approves access for a person to an area or a system, with the justification and an end date
New Starter Pre-Arrival Checklist
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
Records what actually happened on a new worker's first day, from arrival through induction, introductions, equipment issue and their first supervised task
More in Worker Lifecycle
New Starter Pre-Arrival Checklist
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
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
Tracks what a worker was given and what access they were granted, from PPE and lockers through to systems and door access
Worker Role Change Record
Records a worker moving to a different role, area, shift or site, and what has to change as a result
Worker Offboarding Checklist
Closes out a worker leaving, covering access removal, equipment return, knowledge handover, final health surveillance and the exit conversation

Written and reviewed by
Siddarth Singh
Founder & Chief Executive Officer, Knowella
Certified Safety Professional and industrial and systems engineer with more than a decade inside food supply chain, freight and manufacturing operations. This page was written against the current text of the standards it cites, not against secondary summaries of them.
- Certified Safety Professional (CSP), Board of Certified Safety Professionals
- MBA, University of Chicago Booth School of Business
- MS and BS, The Ohio State University, Industrial and Systems Engineering
- Six Sigma Black Belt
Sources and last review. Reviewed 16 August 2026 against:
- ISO 45001:2018, cl.5.4, 7.2, 7.3, 7.4, 8.1.1, 9.1.1, 10.2
- ISO 9001:2015, cl.7.2 Competence
- Management of Health and Safety at Work Regulations 1999 (GB), reg.13
- Council Directive 89/391/EEC, Art.12 Training of workers
- Work Health and Safety Act 2011 (model, Australia), s.19
This page is general guidance, not legal advice. Confirm requirements with your jurisdiction’s regulator.