The Probationary Review Form is an essential document used in Hong Kong employment relationships to assess new employees during their initial probationary period. It serves as a formal record of performance evaluation and the decision-making process regarding permanent employment. The document is designed to comply with Hong Kong's Employment Ordinance (Cap. 57) and related legislation, including various anti-discrimination ordinances and the Personal Data (Privacy) Ordinance. It captures crucial information about employee performance, development needs, and the final decision regarding confirmation of employment. The form should be completed near the end of the probationary period or at designated review points, typically involving input from both the immediate supervisor and HR department. This document plays a vital role in maintaining clear communication between employer and employee while providing legal protection for both parties in accordance with Hong Kong employment law.
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1. Employee Information: Basic details including employee name, position, department, supervisor name, probation start date, and scheduled end date
2. Performance Evaluation Criteria: List of key performance areas being assessed, including job knowledge, quality of work, productivity, initiative, reliability, and interpersonal skills
3. Performance Ratings: Numerical or categorical ratings for each performance criterion, with clear rating scale definitions
4. Performance Summary: Detailed narrative assessment of the employee's overall performance, including specific examples and incidents
5. Areas for Improvement: Specific aspects where the employee needs to develop or enhance their performance
6. Review Outcome: Final decision regarding the probation (confirmed, extended, or terminated) with effective date
7. Declaration: Signatures section for reviewer, employee, and HR representative, including date and acknowledgment of review discussion
1. Extended Probation Terms: To be included when probation period is being extended, specifying new duration and conditions
2. Development Plan: Specific action items and timeline for improvement, recommended when performance needs enhancement
3. Salary Review: Details of any salary adjustments upon confirmation, if applicable to the organization's policies
4. Employee Comments: Space for employee to provide their feedback or comments on the review, if organization policy allows
5. Training Recommendations: Specific training or development programs recommended for the employee
1. Performance Rating Scale Guide: Detailed descriptions of each rating level and their meanings
2. Job Description: Original job description against which performance is being evaluated
3. Previous Review Records: If multiple reviews were conducted during probation, summaries of previous assessments
4. KPI Achievement Report: Detailed metrics and achievements against set KPIs during the probationary period
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