90-day introductory review

90-Day Review

Rate each of the three parameters on the 1–3 scale, then record a clear recommendation. The employee completes their self-review first; the manager completes their side before the review meeting. The final score calculates automatically from the manager’s ratings.

Employee

Position

Department

Reviewing manager

Hire date

Review completed on

Reviewed with employee by

Introductory period

Day 1 · Hired

—

Start date

Day 75 · Review due

—

Complete review by this date

Day 90 · Decision

—

Introductory period ends

⚠

Rating scale

Rated against expectations at 90 days, not against a tenured employee

Outstanding

Already contributing beyond what is expected at this stage. Works independently in areas most new hires are still learning.

Satisfactory

Progressing as expected for 90 days in this role. Still learning, but the learning curve is closing at a normal pace.

Growth Opportunities

Working toward gaining the proficiency needed. Requires specific, documented improvement to continue.

Rating parameters

Same three for every office position

Attendance & reliability

Factual record for the first 90 days

Unscheduled absences

Late arrivals

No-call / no-shows

Corrective actions issued

Summary comments

Overall assessment of the first 90 days

Employee What has gone well in your first 90 days?

Where do you need more support or training?

Manager Overall assessment

Focus for the next 90 days

Recommendation

Required — the manager makes the call

Continue employment Employee successfully completes the introductory period and moves onto the standard review cycle. Extend 30 days Trajectory is unclear. Continue with a written improvement plan and a firm follow-up date. Do not continue Not a fit for the role. Coordinate with People & Talent before communicating anything to the employee.

Rationale for this recommendation

30-day improvement plan

Mid-point check-in

Final follow-up review

⚠

Rating summary

Reference only — the recommendation above is the decision

Parameter	Self	Manager
Average	—	—

—

Not started Average of manager ratings, scale 1.00–3.00

Employee self-score —

Acknowledgment

Signed copy goes in the employee file

Employee

Signature confirms this review was discussed. It does not indicate agreement with the ratings.

Signature

Date

Reviewing manager

Signature confirms the ratings and recommendation above are the manager’s own assessment.

Signature

Date

Passing this review along

Save file → email → open file

Manager sets it up. Fill in the employee details and hire date, leave the ratings blank, then Save file and email the saved file to the employee.
Employee self-reviews. They open this worksheet, click Open file, fill in the self-review column and the two summary questions, click Save file, and email it back.
Manager finishes. Open the returned file to see the employee’s answers, add the manager ratings, comments, and recommendation, then Print / Save as PDF for the employee file.