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Free form template · Word

30-Day Review Form

The 30-day review form is a structured first check-in between a new joiner and their manager at the end of month one. It focuses on settling in and role clarity rather than performance: are systems working, is the role understood, what support is needed and what the next 30 days should achieve.

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Preview of the form

[Highlighted] = fill in
[Company Logo][Company Name]

30-DAY REVIEW FORM

Employee Name:
[Employee Name]
Employee ID:
[Employee ID]
Designation:
[Designation]
Department:
[Department]
Date of Joining:
[Date of Joining]
Review Date:
[Date]
Reviewer:
[Reporting Manager]

Part A: Employee Reflection

How have your first 30 days been?
Is your role what you expected? What differs?
Do you have the tools, access and information you need?
What has helped you most so far?
What support do you need?

Part B: Manager Observations

AreaRating (1–5)Comments
Understanding of role and responsibilities[1–5][Comments]
Learning of tools and processes[1–5][Comments]
Integration with the team[1–5][Comments]
Attendance and punctuality[1–5][Comments]
Attitude and willingness to learn[1–5][Comments]
Strengths observed
Areas to focus on

Part C: Goals for Days 31–60

GoalSupport NeededTarget Date
[Goal 1][Support][DD/MM/YYYY]
[Goal 2][Support][DD/MM/YYYY]
[Goal 3][Support][DD/MM/YYYY]
Employee
[Employee Name]
Date: [Date]
Reporting Manager
[Reporting Manager]
Date: [Date]
HR (copy received)
[HR Name]
Date: [Date]

What this template includes

  • Settling-in questions
  • Role clarity check
  • Early observations by manager
  • Support and training needs
  • Goals for days 31–60
  • Two-way signatures

When to use it

  • At the end of the first month
  • For both freshers and experienced hires
  • When early warning signs of a mismatch appear
  • As the first record in the probation file

How to customise this template

  1. 1Add role-specific early indicators
  2. 2Keep ratings light at this stage
  3. 3Attach the 30/60/90 plan if you use one
  4. 4Share a copy with HR for the probation file

HR tips

  • Keep it a conversation, not an appraisal
  • Let the employee speak first
  • Record agreed actions with dates

For HR & hiring managers

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Frequently asked questions

What is a 30-day review?+

A check-in at the end of the first month to see how a new employee is settling in and what support they need.

Is the 30-day review part of probation?+

It is often the first documented step toward the probation review, but it focuses on support rather than judgement.

Who should attend?+

The employee and the reporting manager; HR may join or receive a copy.