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Mid Probation Review for Australia

Mid Probation Review Template for Australia

A comprehensive template designed for conducting and documenting mid-probation performance reviews in compliance with Australian employment law, particularly the Fair Work Act 2009. This document facilitates a structured evaluation of an employee's performance during their probationary period, typically occurring at the midpoint of their probation. It includes sections for performance assessment, goal achievement, areas for development, and recommendations for continued employment, while ensuring compliance with Australian workplace regulations and best practices in employee performance management.

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What is a Mid Probation Review?

The Mid Probation Review Template is a crucial document used by Australian organizations to evaluate employee performance and suitability for ongoing employment at the halfway point of their probationary period. This template is designed in accordance with the Fair Work Act 2009 and related Australian employment legislation, providing a structured framework for assessing new employees' progress, identifying areas for improvement, and making informed decisions about their continued employment. The document supports fair and transparent performance evaluation while protecting both employer and employee interests through proper documentation of the review process. It is typically used between 3-6 months into employment, depending on the total probation period length, and forms part of the official employment record.

What sections should be included in a Mid Probation Review?

1. Employee and Reviewer Details: Identification of the employee being reviewed and the person conducting the review, including positions and departments

2. Review Period Information: Dates of probation period, current review date, and any previous review dates

3. Performance Criteria Assessment: Evaluation of key performance indicators, core competencies, and job-specific requirements

4. Achievement of Initial Objectives: Review of objectives set at the start of employment and progress made

5. Attendance and Punctuality: Record of attendance, reliability, and time management

6. Overall Performance Summary: General assessment of the employee's integration, performance, and cultural fit

7. Areas for Development: Identification of skills, knowledge, or behaviors requiring improvement

8. Support and Resources Required: Additional training, mentoring, or resources needed for success

9. Recommendation: Clear statement on whether to confirm employment, extend probation, or terminate

10. Sign-off Section: Space for signatures of reviewer, employee, and HR representative with dates

What sections are optional to include in a Mid Probation Review?

1. Previous Review Summary: Include when this is not the first probation review, summarizing previous feedback and progress

2. Project-Specific Performance: Include for roles where specific project work has been a significant part of the probation period

3. Team Feedback: Include when collecting and incorporating feedback from team members or other stakeholders is relevant

4. Customer/Client Feedback: Include for customer-facing roles where client interaction is a key performance indicator

5. Technical Skills Assessment: Include for technical roles requiring specific skill evaluation

6. Performance Improvement Plan: Include when specific performance issues need to be addressed with detailed action plans

What schedules should be included in a Mid Probation Review?

1. Performance Criteria Matrix: Detailed breakdown of performance indicators and rating scales

2. Initial Employment Objectives: Copy of objectives set at the start of employment

3. Training Record: Summary of training completed during probation period

4. Position Description: Current role requirements and responsibilities

5. Development Plan: Specific action items and timeline for addressing development needs

Authors

Alex Denne

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

Jurisdiction

Australia

Publisher

Ƶ

Cost

Free to use
Relevant legal definitions






























Clauses


























Relevant Industries

Technology

Financial Services

Healthcare

Education

Retail

Manufacturing

Professional Services

Public Sector

Non-Profit

Construction

Mining

Hospitality

Telecommunications

Media and Entertainment

Transport and Logistics

Relevant Teams

Human Resources

People and Culture

Operations

Management

Leadership

Employee Relations

Talent Management

Learning and Development

Workforce Planning

Performance Management

Relevant Roles

Human Resources Manager

Department Manager

Team Leader

Supervisor

HR Business Partner

People and Culture Manager

Operations Manager

Project Manager

Line Manager

Regional Manager

Branch Manager

Department Head

Chief Human Resources Officer

HR Director

Talent Management Specialist

Industries








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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