The 90-day review form is the end-of-onboarding assessment that summarises the new employee’s first three months and ends with the manager’s recommendation: confirm, extend probation with a plan, or other action as per policy. It brings together goal achievement, ratings, strengths, development areas and the employee’s own view.
At three months, especially where probation is three months
As the input to a confirmation letter or probation extension
To set goals for the rest of the year
For HR records of the onboarding outcome
How to customise this template
1Align recommendation options with your probation policy
2Add the 90-day goals from your plan
3Include role metrics where they exist
4Route the form to HR for the confirmation letter
HR tips
Decisions should be based on documented reviews, not only impressions
If extending probation, give clear goals and a new date
Give the employee a chance to comment in writing
This form is a starting point. Probation and confirmation decisions should follow the appointment letter, company policy and applicable labour laws; take legal advice for complex cases.
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