Knowella

Probation and Ninety Day Review

The probation review is skipped when everything looks fine, held late when it does not, and written up in a hurry the week the confirmation letter is due. By then the record says only that the worker passed. It cannot show whether the training was delivered, whether the buddy existed, or whether anyone asked the new starter what was wrong while it was still fixable. Confirmation becomes a default, not a decision.

KnowOpsReviewOPS-040Pinned in navigation53 fields across 5 sectionsFull researchSee the form

Reviewed by Siddarth SinghCSPLast reviewed 16 August 2026

Basis
ISO 45001 cl.7.2
Workspace
KnowOps
Form type
Review
Review trigger
Thirty, sixty and ninety days from start, plus end of probation
Completed by
The line manager, countersigned by HR

The short version

  • Probation reviews fail as evidence because they are held once, at the end, when the only available outcome is confirm or dismiss. Three scheduled points exist so intervention is possible.
  • The template scores the employer as well as the worker. Training Delivered As Planned, Buddy Arrangement Worked and Everything Promised At Hire Delivered sit in the same scored block as Quality Of Work Acceptable.
  • Held On Time is a separate scored field from Review Held for a reason: a review recorded on the correct date but held six weeks late is a fabricated record, and the score should say so.
  • ISO 45001 cl.7.2 requires competence to be determined and evidenced, not assumed from a completed induction. The Signed Off For The Positions They Work field is the evidence, not the training attendance list.

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.

ClauseRequirementWhere it lands
ISO 45001 cl.7.2Determine competence on the basis of education, training or experience, and retain documented information as evidenceCompetence
ISO 45001 cl.5.4Consultation and participation of workers, including non-managerial workers, in matters affecting their own health and safetyTheir view
ISO 45001 cl.7.4Internal communication of health and safety information, and a route by which workers can raise mattersTheir view
ISO 45001 cl.8.1.1Criteria for processes are established and work is carried out in accordance with those criteriaSupport received
ISO 45001 cl.9.1.1Monitoring and measurement of the extent to which requirements are met, with retained evidence of resultsOutcome
ISO 45001 cl.10.2Nonconformity is reacted to and corrective action taken to eliminate the causesOutcome

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.

Great Britain

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.

European Union

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.

Australia

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.

Whether Held On Time is honest

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.

What counts as N/A in the support block

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.

Whether Probation Outcome is filled at this review

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.

Whether the concern is a probation issue or a support failure

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.

FindingClauseWhat fixes it
Only the ninety day review exists; thirty and sixty were never heldISO 45001 cl.7.2Raise 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 linkedISO 45001 cl.7.2Populate 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 NoISO 45001 cl.8.1.1Treat 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 raisedISO 45001 cl.10.2Raise 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 closesISO 45001 cl.5.4Record 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 hundredISO 45001 cl.9.1.1Reopen 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.

53fields
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
Field typesOwn ID, generated on saveCase thread and parentPick list from a registryLinked to another templateFollow up, dashed outlineScored

Header

13 fields
Text

Review ID*

Generated on save

Auto sequence. Format PROB-2026-000.

The record's own ID. Other templates point at this value.

Single Choice

Status*

Scored

Drives who this goes to next.

  • Planned2 pts
  • In progress2 pts
  • Complete3 pts
  • Deferred0 pts
  • Open0 pts
  • Closed3 pts
  • Overdue0 pts
Date & Time

Date and Time*

Users

Completed By*

Pick List

Site*

From FDN-001 Site NameFilter: Status is Active
Text

Site ID*

Linked

Format SITE-000.

Links to FDN-001 Site ID

Users

Worker*

Text

Person ID

OptionalLinked

Links to FDN-003 Person ID

Single Choice

Review Point*

Scored

Thirty days, sixty days, ninety days, or end of probation.

  • Thirty daysnot scored
  • Sixty daysnot scored
  • Ninety daysnot scored
  • End of probationnot scored
Users

Line Manager*

Date & Time

Review Held*

Single Choice

Held On Time*

Scored
  • Yes2 pts
  • No0 pts
  • N/Aexcluded from denominator
Info

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 fields
Single Choice

Signed Off For The Positions They Work*

Scored
  • Yes2 pts
  • No0 pts
  • N/Aexcluded from denominator
Single Choice

Training Delivered As Planned*

Scored
  • Yes2 pts
  • No0 pts
  • N/Aexcluded from denominator
Single Choice

Working Unsupervised Where Appropriate*

Scored
  • Yes2 pts
  • No0 pts
  • N/Aexcluded from denominator
Single Choice

Quality Of Work Acceptable*

Scored
  • Yes2 pts
  • No0 pts
  • N/Aexcluded from denominator
Single Choice

Pace Acceptable For The Stage*

Scored
  • Yes2 pts
  • No0 pts
  • N/Aexcluded from denominator
Single Choice

Understands The Critical Controls In Their Role*

Scored
  • Yes2 pts
  • No0 pts
  • N/Aexcluded from denominator

Support received

6 fields
Single Choice

Buddy Arrangement Worked*

Scored
  • Yes2 pts
  • No0 pts
  • N/Aexcluded from denominator
Single Choice

Manager Available When Needed*

Scored
  • Yes2 pts
  • No0 pts
  • N/Aexcluded from denominator
Single Choice

Equipment And Access All Working*

Scored
  • Yes2 pts
  • No0 pts
  • N/Aexcluded from denominator
Single Choice

Everything Promised At Hire Delivered*

Scored
  • Yes2 pts
  • No0 pts
  • N/Aexcluded from denominator
Single Choice

Adjustments In Place Where Agreed*

Scored
  • Yes2 pts
  • No0 pts
  • N/Aexcluded from denominator
Single Choice

Feels Part Of The Team*

Scored
  • Yes3 pts
  • Partly1 pt
  • Isolated0 pts

Their view

6 fields
Single Choice

Asked What Is Working*

Scored
  • Yes2 pts
  • No0 pts
  • N/Aexcluded from denominator
Single Choice

Asked What Is Not*

Scored
  • Yes2 pts
  • No0 pts
  • N/Aexcluded from denominator
Single Choice

Asked What Would Help*

Scored
  • Yes2 pts
  • No0 pts
  • N/Aexcluded from denominator
Single Choice

Concerns Raised Acted On*

Scored
  • Yes2 pts
  • No0 pts
  • N/Aexcluded from denominator
Single Choice

Would Recommend Working Here*

Scored
  • Yes2 pts
  • No0 pts
  • N/Aexcluded from denominator
Single Choice

Any Reason They Might Leave*

Scored
  • Yes2 pts
  • No0 pts
  • N/Aexcluded from denominator

Outcome

22 fields
Single Choice

Progressing Well*

Scored
  • Yes2 pts
  • No0 pts
  • N/Aexcluded from denominator
Single Choice

Additional Support Needed*

Scored
  • No3 pts
  • Yes1 pt
Text

Support Agreed

Optional
Single Choice

Probation Outcome*

Scored

Confirmed, extended, or not confirmed. Blank where not the final review.

  • Confirmed3 pts
  • Extended1 pt
  • Not confirmed0 pts
Text

Coaching Record ID

OptionalLinked

Links to TRN-085 Record ID

Text

Matrix ID

OptionalLinked

Links to TRN-020 Matrix ID

Single Choice

Feedback Given To The Worker*

Scored
  • Yes2 pts
  • No0 pts
  • N/Aexcluded from denominator
Date & Time

Next Review Due

Optional
Single Choice

Hiring Process Lesson Recorded*

Scored
  • Yes2 pts
  • No0 pts
  • N/Aexcluded from denominator
Numeric Answer

Items Assessed*

Excludes anything marked N/A.

Numeric Answer

Items Failed*

Numeric Answer

Score Percent*

Scored

Calculated on submission. High is good. N/A items leave the denominator.

Single Choice

Result Band*

Scored
  • Pass3 pts
  • Caution1 pt
  • Fail0 pts
Numeric Answer

Completeness Percent*

How much of the template was actually answered. A high score on a half completed form is not a high score.

Single Choice

Action Required*

Scored

Raise the action record, then enter its reference here.

  • No2 pts
  • Yes0 pts
Single Choice

Priority

OptionalScoredShows if Action Required equals Yes
  • High0 pts
  • Medium1 pt
  • Low3 pts
Text

CAPA ID

OptionalLinkedShows if Action Required equals Yes

Format CAPA-2026-00000.

Links to FDN-014 CAPA ID

Users

Action Owner

OptionalShows if Action Required equals Yes
Users

Line Manager*

Signature

Signature*

Users

HR*

Signature

Second Signature*

OPS-040 · record IDs look like PROB-2026-000 · Links Competency Matrix and Coaching Record

Open in Knowella

Run 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.

KnowOps

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.

KnowTrain

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.

KnowComply

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.

Ella
Ella

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

Siddarth Singh

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
Verify with BCSP →

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.

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