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Free form template · Word

90-Day Review Form

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.

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  • 16 fill-in fields highlighted
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Preview of the form

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

90-DAY REVIEW FORM

Employee Name:
[Employee Name]
Employee ID:
[Employee ID]
Designation:
[Designation]
Department:
[Department]
Date of Joining:
[Date of Joining]
Probation End Date:
[Date]
Review Date:
[Date]

1. Goal Achievement

GoalTargetActualRating (1–5)
[Goal 1][Target][Actual][1–5]
[Goal 2][Target][Actual][1–5]
[Goal 3][Target][Actual][1–5]

2. Overall Assessment

AreaRating (1–5)Comments
Role competence[1–5][Comments]
Work quality and reliability[1–5][Comments]
Collaboration[1–5][Comments]
Alignment with company values[1–5][Comments]
Attendance and discipline[1–5][Comments]
Key strengths
Development areas
Training recommended

3. Employee Self-Assessment

My main achievements in 90 days
Where I need support
My goals for the next six months

4. Recommendation (tick one)

  • Confirm employment / continue as planned
  • Extend probation by [Period] with the goals listed below
  • Refer to HR for further review
Goals if probation is extended
Next review date
Employee
[Employee Name]
Date: [Date]
Reporting Manager
[Reporting Manager]
Date: [Date]
HR
[HR Name]
Date: [Date]

What this template includes

  • Goal achievement summary
  • Overall ratings
  • Strengths and development areas
  • Employee self-assessment
  • Recommendation options
  • HR and approver sign-off

When to use it

  • 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

  1. 1Align recommendation options with your probation policy
  2. 2Add the 90-day goals from your plan
  3. 3Include role metrics where they exist
  4. 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.

For HR & hiring managers

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Frequently asked questions

What is a 90-day review?+

A formal review at three months that assesses onboarding outcomes and usually supports the confirmation or probation decision.

Can probation be extended after a 90-day review?+

If the appointment letter and policy allow it, probation can be extended with clear goals and a new review date.

What happens after a positive 90-day review?+

HR issues a confirmation letter where probation ends at that point, or records the review until the probation end date.