PERFORMANCE REVIEW AND DEVELOPMENT - SUPPORT STAFF AND SENIOR STAFF GROUP PROBATION
UTS:HUMAN RESOURCES
Staff Member’s Name
Position:
Faculty/Unit
Supervisor’s
Name
This plan covers period:
to
Probation ceases on:
Support Staff Only
1 October
[
]
(Performance Review and Development Cycle of July to June)
Unit Increment Date:
1 April
[
]
(Performance Review and Development Cycle of January to December)
Probation Progress Record
Milestones
Probation Plan Agreed
Informal Progress Reviews
Formal Probation Review
Date
Comment
Signature
Step 1
The Probation Plan is developed in the first week of commencement.
Step 2
Informal Progress Reviews are held throughout the Probation Period. Comments and any adjustments may be added to the plan.
Step 3
The Formal Probation Review is conducted at the end of the probation period. The review is recorded on the plan.
Step 4
The supervisor makes a recommendation for the appointment to be ongoing or terminated.
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PROBATION PLAN
Objectives/Expected Outcomes
Staff Member Self-Review Comments
Supervisor Review Comments
Performance against Objective
Key Tasks
Above Expectations
Objectives/Expected Outcomes
Staff Member Self-Review Comments
Supervisor Review Comments
Probation Rating
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Satisfactory
[
]
Key Tasks
Above Expectations
Objectives/Expected Outcomes
Staff Member Self-Review Comments
Supervisor Review Comments
Probation Rating
[
Success Criteria
[
]
[
]
]
Success Criteria
Satisfactory
[
]
Key Tasks
Above Expectations
Unsatisfactory [
Unsatisfactory [
]
Success Criteria
Satisfactory
[
]
Unsatisfactory [
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Objectives/Expected Outcomes
Staff Member Self-Review Comments
Supervisor Review Comments
Probation Rating
Key Tasks
Above Expectations
Objectives/Expected Outcomes
Staff Member Self-Review Comments
Supervisor Review Comments
Probation Rating
[
]
Success Criteria
Satisfactory
[
]
Key Tasks
[
]
Satisfactory
[
]
Above Expectations
[
]
Satisfactory
[
]
Unsatisfactory [
Unsatisfactory [
If space is insufficient attach additional documentation
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Success Criteria
Above Expectations
Additional Comments and Overall Rating
Unsatisfactory [
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DEVELOPMENT AND SUPPORT
To be completed as part of the probation plan. Discuss the staff member’s skills, professional and career development within the context of the work area and
organisational goals. Identify the opportunities for development and the support that will be provided during the probation period (for example, on-the-job
training, participation in projects, secondments, formal training, study, availability of facilities).
Development and Support Strategy
Additional Comments or Progress
SPECIAL REQUIREMENTS
If there were any special workplace requirements during recruitment these should be documented. Include personal or work issues that may impact on work
performance and plans to take leave.
Special Requirement
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Additional Comments
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CERTIFICATIONS
1.
Probation Plan
This form outlines the agreed performance expectations of the staff member for the probation period. Any major changes to this agreement will be
documented as appropriate.
Staff Member:
Date:
/
/
Supervisor:
Date:
/
/
Comments and initials of any intermediary supervisors:
Date:
/
/
Date:
/
/
Endorsed by Supervisor’s Manager:
Title & Name
2.
Signature:
Formal Probation Review
Supervisor’s Recommendation:
I recommend that the staff member’s appointment is to:
Continue 
Supervisor (name & signature)
Be Terminated 
Date:
Intermediary Supervisors (Comment & Initials)
_________________________________________________________________
/
/
Date:
/
/
Staff Member: I agree that this form is a fair record of the formal probation review. (If you are unable to make this certification, you should provide comment
below outlining the areas of disagreement. You may attach further information if required).
Comments:
Signed:
Date:
/
Endorsed by Supervisor’s Manager:
Title & Name:
Signature:
Date:
Both the staff member and the supervisor are to retain a copy of the plan and review report.
Please ensure that the review is completed within the probationary period.
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