Tools & templates

Probation policy

A clear, practical framework for managing probationary periods with confidence

Probation is a critical stage of the employment relationship. When it’s unclear or inconsistently applied, it can increase employee relations issues and legal risk, especially as unfair dismissal qualifying periods continue to shorten.

This policy gives you a clear, structured approach to managing probation from day one, helping you set expectations, support performance, and make fair decisions with confidence.

Everything you need to deliver clear, fair, and defensible probation outcomes, including how to:

• Set probation up effectively: Define periods, objectives, training, and expectations from the outset.
• Monitor performance consistently: Run regular reviews, provide feedback, and support employees through onboarding.
• Make fair, well‑documented decisions: Manage confirmation, extension, or dismissal decisions with clear rationale.
• Reduce legal and employee relations risk: Understand appeal rights, data protection obligations, and unfair dismissal considerations.

Create a clearer, fairer and more defensible approach to managing probationary periods, aligned with current HR best practice and legal considerations.

Download the policy now