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NEW EMPLOYEE'S AND MANAGER'S GUIDANCE FOR INDUCTION AND PROBATION

PROBATION

The processes for probation periods are run in the department as follows:

  • Upon commencement of employment the line manager sets the objectives in discussion with the employee
  • Regular meetings should be held between the line manager and employee throughout the probation period to discuss progress, review objectives and identify and training requirements
  • Line managers are contacted by HR once the employee reaches 3 months service in post with a reminder about holding regular review meetings
  • Line managers are contacted by HR ahead of the employee reaching their probation period mid-term date to inform them that the formal review meeting needs to be held, the mid-term review form is completed and submitted to HR by the line manager after they have agreed the content with the employee
  • Line Managers are contacted by HR once the employee reaches 9 months service in post with a further reminder about holding regular review meetings
  • Line managers are contacted by HR ahead of the employee reaching their probation period end to inform them that the formal review needs to be held, the final review form is completed and submitted to HR by the line manager after they have agreed the content with the employee
  • On successful completion of the probation period the employee receives a formal letter from HR confirming them in post and that they now move into Personal Development Review

Line Managers should address any performance issues with the employee as soon as possible and informally initially. If formal action is required please get in touch with HR as soon as possible.

Form and Guidance Downloads
PF1 Start of probation objectives
PF2 mid-term review

PF3 final probation review

 Probation process for line managers

 Training courses to be undertaken during probation period

The full University guidance about probation can be viewed at https://hr.admin.ox.ac.uk/probation