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periodical checkin during probation

Pre-meeting Preparation

Review the employee's probationary period end date

Check the employee's start date and duration of probationary period
Make note of any extensions or changes to the probationary period

Gather any performance evaluations or feedback received during the probationary period

Collect any written or verbal feedback from supervisors or colleagues
Compile any performance evaluations or assessments completed during probation

Prepare a list of specific areas to discuss during the check-in

Identify strengths and areas for improvement based on feedback received
Consider any training or support needed for the employee to succeed
Anticipate any questions or concerns the employee may have

Meeting Agenda

Review job responsibilities and expectations

Discuss any areas of improvement or concerns

Provide feedback on performance to date

Set goals for the remainder of the probationary period

Employee Feedback

Ask the employee for their self-assessment of their performance

Discuss the employee's career goals and development opportunities

Address any questions or concerns the employee may have

Next Steps

Schedule a follow-up meeting before the end of the probationary period

Provide resources or support to help the employee meet their goals

Clearly outline expectations for the remainder of the probationary period

Documentation

Document the discussion and any action items agreed upon during the meeting

File any performance evaluations or feedback in the employee's personnel file

Keep a record of the probationary period check-in for future reference

Follow-up

Monitor the employee's progress towards meeting their goals

Provide ongoing feedback and support throughout the remainder of the probationary period

Schedule a final evaluation meeting at the end of the probationary period to determine the employee's status

By following this checklist, HR organizations can ensure that probationary period check-ins are thorough, productive, and supportive for both the employee and the organization.

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