CONFIDENTIALANNEX A

PROGRESS REVIEW FORM

PART 1 EMPLOYEE DETAILS

Surname ------Initial(s) ------Date Employment Started ------

Grade/Post Title------School------Post Number ------

PART 2 TO BE COMPLETED BYHEADTEACHER/ LINE MANAGER
Completed before end of 2nd month / Completed before end of 4th month
What duties have been undertaken to date?
How does the employee think they have performed so far?
Any areas of difficulty?
Is the employee achieving job satisfaction?
Any skills/abilities being under-utilised
What changes would enable employee to do the job better?
Headteacher/line manager’s professional judgement of performance so far
Are there any areas that require improvement?
Outline any plans to improve performance
TO BE COMPLETED FOR PROBATIONARY EMPLOYEES AFTER FOUR MONTHS
Would you now recommend continuation of employment beyond the probation period?
Comments on probationary period
Has there been any reasonable adjustment to do with disability?
Should the employee’s probationary period be extended to allow time for improvement? (consult with HR)
If the period is extended specify the date on which the employee will complete the extended period and how this will be
achieved?

Employee’s signature ------Date ------

Headteacher/Line Manager’s signature ------

Copy to HR, C&YPS

Copy to the Employee

Copy kept by Headteacher/Line Manager

PART 3 TRAINING - TO BE COMPLETED BY HEADTEACHER/LINE MANAGER AND EMPLOYEE AFTER 6 MONTHS
What job associated courses is it essential/ desirable for the employee to attend in the next 6-12 months?
What development training is required over the next 2 years?
What (if any) - post-entry qualification/training may be required over the next 2 years?
What (if any) additional Health and Safety training is required over the next 6-12 months?

Employee’s signature ------Date ------

Headteacher/Line Manager’s signature ------

Copy to HR, C&YPS

Copy to the Employee

Copy kept by Headteacher/Line Manager

ANNEX B

Standard Letter informing an employee of completion of a satisfactory probation period

Dear (Title)

This is to confirm that you have successfully completed your probationary period with effect from (date) and therefore I have pleasure in confirming your appointment as a [insert Grade] at [insert name of school].

Yours sincerely

Copy to:

HR, C&YPS

ANNEX C

Standard letter for extending an employee’s probation period

Dear [Title]

I write in confirmation of our meeting held on [date] in connection with your probationary period.

As you are aware, during the course of your probationary period it was necessary for [me/ or name of person] to speak to you on [date] in connection with your [performance/conduct], which was considered to be unsatisfactory. You were subsequently given a chance to improve during the remainder of your probationary period and given further training. Despite this support, you have still not achieved the standards required for employees of your position. For this reason, you were invited to a meeting on [date] to discuss your continuing unsatisfactory performance and my proposal to extend your probationary period.

Following that meeting, I have decided that your probationary period will be extended by [number of weeks] until [date].

I will continue to monitor your performance and your progress will be formally reviewed at the end of the extended probationary period. *(At the meeting you agreed that you would strive to improve your performance). However, if you fail to make sufficient progress either during or by the end of your extended probationary period, this is likely to result in your dismissal. Please be aware that it is unlikely that the Local Authority will be prepared to extend your probationary period again.

You have the right to appeal the decision to extend your probationary period. If you wish to appeal, you should do so in writing within 10 working days to the clerk to the governors, stating your grounds for your appeal.

Yours sincerely,

*Delete as appropriate

Copy to:

HR, C&YPS