Describe your schedule, role expectations, and outcomes. Makeform creates an employee probation form with ratings, evidence, employee comments, signatures, and follow-up actions.
Route completed reviews to Google Sheets, Slack, and Zapier.
Sample prompts for the builder
Choose a starting point, adapt it, or send the prompt to the Makeform builder.
Audience
Managers reviewing a new employee halfway through probation
Format
Manager review with ratings and action plan
Prompt size
291 chars
Example form structure
Manager review with ratings and action plan
Employee, role, manager, and review dates
Performance competency ratings
Examples supporting ratings
Goals for the remaining period
Manager and employee acknowledgment
Suggested routing tags
Confirmed
Extended
Further review
Ask reviewers for a specific example beside every low rating; a score without evidence is difficult to discuss or act on.
Step 1
Set expectations
role goals, competencies, and review dates
Step 2
Review evidence
ratings supported by observable examples
Step 3
Discuss
manager feedback and employee comments together
Step 4
Record outcome
decision, next actions, owners, and dates
Why structure the review
Connect job expectations to examples, let the employee respond, and record what happens next.
Use the same core competencies across reviews, then add role-specific measures such as ticket accuracy, equipment handling, or sales activity.
Conditional comments request observable examples for low or exceptional scores.
Outcome logic reveals the right follow-up fields for confirmation, an extension, or further HR review, including owners and target dates.
Fits your review point
Use early check-ins to guide progress and final reviews to record evidence and an outcome.
Confirm expectations, surface onboarding obstacles, and agree on support before small issues become end-of-period surprises.
Rate progress against defined competencies and set measurable priorities for the remaining weeks.
Bring objectives, examples, training, attendance context, comments, and the proposed outcome into one review record.
Document the reasons, revised end date, improvement milestones, support, check-ins, and final review date.
Review workflow
Generate the core form, tailor it to the role, collect a complete review, and route the result for the people who need to follow up.
Tell Makeform the probation length, review point, job responsibilities, rating scale, reviewers, and possible outcomes.
Add observable role measures, require examples, and branch follow-up questions by outcome.
Share the form with the manager, send completion notifications, and route the submission to the appropriate HR workflow.
Send structured fields to a sheet or connected system so HR can monitor extension milestones, check-ins, and due dates.
Form vs document vs notes
Consistent inputs, evidence, employee comments, and follow-up fields make reviews repeatable.
Field guide
These six sections turn a performance conversation into a reviewable record.
Review context
Identify the review and relevant period with structured fields.
Expectations
Combine shared expectations with role objectives and define every rating option.
Evidence
Require observed examples for ratings that need explanation.
Two-way discussion
Separate manager and employee comments. Label acknowledgment fields clearly.
Outcome
Use a controlled outcome field and branch to the details for that route.
Follow-up plan
Give each development task an owner and date, then schedule check-ins.
Related tools
Connect probation reviews with onboarding, self-assessment, broader performance reviews, and any follow-up documentation your HR process uses.
Create a reusable competency and evidence-based employee assessment.
Open toolBuild a structured review for regular performance cycles after probation.
Open toolCollect the employee's own reflection before a review conversation.
Open toolCapture information and tasks at the beginning of the employee journey.
Open toolGather focused feedback to support development conversations.
Open toolDocument a separate formal warning process when your policies call for one.
Open toolFAQ
Practical answers for HR managers and supervisors preparing consistent probation reviews.
An employee probation form records a new employee's review during or at the end of probation. It captures expectations, ratings, examples, employee comments, an outcome, and follow-up actions.
Include employee and reviewer details, dates, job objectives, defined ratings, evidence, strengths, concerns, support, employee comments, outcome, follow-up actions, and acknowledgments. Tailor competencies to the role.
Follow your organization's policy and the employee's review plan. An earlier check-in lets managers discuss expectations, support, and concerns before the final review. Add reminders for your chosen dates.
Yes. A midpoint form can cover progress, barriers, coaching, and goals. A final form can add the outcome, HR review, signatures, and conditional next steps. One form can also reveal sections based on review type.
Capture original and revised dates, observed reasons, measurable expectations, support, action owners, check-ins, and evaluation criteria. Include required review and acknowledgment steps, and have HR review your wording and process.
Not necessarily. If it records receipt or participation, label that purpose clearly and provide a separate employee comment field. Use wording and handling that fit your policies and local requirements.
Yes. Makeform offers unlimited free forms and responses, so you can generate, edit, publish, and collect probation reviews without a form or response cap. The paid tier removes the Makeform badge.
Responses arrive in your Makeform inbox and can connect to Google Sheets, Slack, and Zapier. Configure access, notifications, retention, and exports according to your HR data practices.
Make the probation review clear and actionable.
