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Employee Probationary Period Policy Template

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Employee Probationary Period Policy Template
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Starting a new job is a period of adjustment — for both the employee and the employer. It takes time to settle into a new team, understand expectations, and find a rhythm. That’s why companies use probationary periods to provide new hires with the space, support, and feedback they need to succeed, while also giving managers the opportunity to ensure the new role is a good fit.

This policy outlines what employees can expect during their probationary period, how their progress will be evaluated, and how we make decisions about extending or confirming employment at the end of the process.

What the Probationary Period Policy Should Include

A strong probationary period policy is about more than just timelines. It should clearly outline the purpose of the probationary period, set expectations for employees and managers alike, and define how performance is assessed and supported. Key elements include:

  • A clear definition of the probationary period and how long it lasts
  • Expectations for performance, conduct, and communication during this time
  • How managers will evaluate and support new employees
  • What happens when performance falls short, including extensions or terminations
  • Any relevant impacts on benefits or eligibility
  • Language clarifying that the policy does not override at-will employment status

The goal isn’t to create pressure — it’s to set employees up for long-term success with structured support from day one.

Purpose of the Probationary Period Policy

The probationary period is designed to create clarity, reduce ambiguity, and give new team members the tools and time they need to succeed. It also allows the company to evaluate how well a new hire is adapting to their role, team, and company culture.

This policy ensures we approach onboarding consistently across departments and roles — supporting fairness and shared expectations for everyone involved. It's not about perfection, but about identifying early wins, surfacing potential challenges, and making sure new employees feel confident moving forward.

Sample Employee Probationary Period Policy

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Effective Date: [Insert Date]
Policy Owner: People Team / HR Department
Last Reviewed: [Insert Date]

1. Policy Overview

All newly hired employees at [Company Name] are subject to a probationary period, beginning on their official start date. During this time, the employee’s manager will evaluate performance, attendance, collaboration, and overall fit for the role. At the same time, the employee is encouraged to use this period to ask questions, give feedback, and determine whether the position and company culture are a good fit for their goals.

The probationary period also allows us to identify and address any early performance challenges and offer guidance before confirming long-term employment.

2. Who This Policy Applies To

This policy applies to:

  • All newly hired full-time and part-time employees
  • Current employees moving into a new department or significantly different role, at the discretion of HR
  • New hires transitioning from temporary to permanent roles

Interns, contractors, and seasonal employees are generally excluded unless otherwise stated in their offer letters or contracts. When in doubt, managers should consult the People Team for clarification.

3. Length of the Probationary Period

At [Company Name], the standard probationary period lasts 90 calendar days from the employee’s first day of employment. This time frame gives both the employee and the manager time to evaluate the relationship in an authentic, real-world setting — once onboarding is complete and day-to-day responsibilities are underway.

In some cases, the probationary period may be extended by an additional 30 to 60 days to allow for more time to assess performance or provide extra coaching. The decision to extend probation will be made jointly by the manager and the People Team, with written documentation provided to the employee.

4. Expectations During Probation

We expect all employees to demonstrate professionalism, openness to feedback, and a willingness to learn. During the probationary period, employees should:

  • Show progress in understanding and performing the responsibilities outlined in their job description
  • Communicate proactively with their manager and team
  • Exhibit behaviors aligned with our company values
  • Meet attendance expectations and maintain consistent reliability

We recognize that learning curves vary. What matters most is an employee’s attitude, engagement, and steady improvement — not perfection on day one.

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5. Manager Responsibilities

Managers play a vital role in the success of employees during their probationary period. They are expected to:

  • Clearly communicate job responsibilities, goals, and success metrics early and often
  • Hold regular check-ins (typically weekly or biweekly) to offer feedback and answer questions
  • Address concerns promptly and constructively
  • Partner with HR if performance concerns arise

Most importantly, managers should treat the probationary period as an extension of onboarding — not just a pass/fail test.

6. Formal Review and Outcome

At the end of the 90-day period, the employee’s manager will conduct a formal probationary review. This review may include:

  • Feedback from peers or stakeholders
  • A self-assessment from the employee
  • A summary of progress on early goals or deliverables

Based on the review, the manager — in consultation with HR — will determine one of the following outcomes:

  1. Successful completion: The employee is moved to regular status and continues in their role.
  2. Extension of probation: Additional time is provided to further develop skills or improve performance.
  3. Separation: If expectations are not being met and improvement seems unlikely, employment may be ended.

Employees will receive written confirmation of the outcome and have the opportunity to ask questions or request feedback.

7. Termination During the Probationary Period

While the goal of the probationary period is to support success, termination may occur at any point if there are serious performance concerns or policy violations. We encourage managers to work closely with HR when addressing any situations that may lead to early separation.

Probationary status does not require that performance issues be documented in the same way as they would for regular employees, but we still prioritize fairness, transparency, and dignity in every decision.

8. Benefits During Probation

Employees are generally eligible for benefits in accordance with our standard benefits policy — not based on probationary status. For example:

  • Health insurance may begin on the first day of the month following the employee’s start date.
  • Paid time off (PTO) begins accruing immediately but may have a waiting period before use.
  • 401(k) or retirement contributions follow plan eligibility dates and vesting schedules.

Check the [Company Benefits Guide] or speak with HR for exact details.

9. Employment at Will

Nothing in this policy changes the at-will nature of employment at [Company Name]. Both the employee and the company retain the right to end the employment relationship at any time, for any lawful reason, with or without cause or notice — unless otherwise specified in a signed employment agreement.

Frequently Asked Questions

1. Do I have to pass a test to complete probation?
Not exactly — there’s no exam, but your manager will review your performance, behavior, and overall fit to determine if your role should be confirmed.

2. What happens if I need more time to adjust?
If your manager believes progress is being made, they may extend your probationary period to give you additional time and support.

3. Can I use my PTO during probation?
Yes — if you’ve started accruing PTO, you may request time off. Just be mindful that excessive absences during your first 90 days could impact your evaluation.

4. Will this affect my benefits?
No. Benefits are determined by your employment type and start date, not your probationary status (unless otherwise noted in your offer letter).

5. What if I have concerns during probation?
Speak with your manager or HR. Probation is a two-way process — we want you to feel supported and heard as you get started.

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🚩 Please note: This sample policy is for informational purposes only and does not constitute legal advice. It is a generic template that may not suit your specific circumstances. When adopting or revising a policy, consult legal counsel to ensure compliance with applicable laws and regulations.

✨ Disclaimer: This resource was developed with the help of artificial intelligence, though reviewed, edited, and approved by (real) humans.

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