# Run a structured probation review and decide next steps

Assesses a new hire's probation period against clear criteria and drafts the confirm, extend, or end outcome.

- Topic: HR & Hiring
- Framework: RTF
- Level: Standard
- Tags: HR & Hiring, Analyze, Plan, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/run-a-structured-probation-review-and-decide-next-steps

## Prompt

```text
Help me run a probation review for a new hire.

**Role and start date:** [DETAILS]
**Probation length and end date:** [DATES]
**Expectations set at hiring:** [goals, competencies, onboarding plan]
**Manager's assessment:** [what's going well, concerns - with specific examples]
**Feedback and support given so far:** [check-ins, coaching, training - with dates]
**Our probation policy:** [PASTE - extension rules, notice]
**Location:** [COUNTRY/STATE]

Give me:
1. **Assessment** - each expectation rated met / partly met / not met, based on the evidence provided. Flag where evidence is missing.
2. **Fairness check** - did the person get the onboarding, tools, and feedback needed to succeed? Was a concern raised early enough to address?
3. **Recommendation** - confirm / extend (with specific goals and a new date) / end employment - with reasoning.
4. **Draft outcome letter** for the option I choose: [CONFIRM / EXTEND / END].
5. **Talking points** for the review meeting.
6. **Risk flags** - e.g. leave, health disclosures, or complaints during probation that need legal review before ending employment.

Note: probation rules and protections vary by location; confirm with local law and our policy before acting.
```

## What to fill in

- DETAILS
- DATES
- goals, competencies, onboarding plan
- what's going well, concerns - with specific examples
- check-ins, coaching, training - with dates
- PASTE - extension rules, notice
- COUNTRY/STATE
- CONFIRM / EXTEND / END

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.