Completed by the reviewing manager. Rate each of the three parameters on the 1–3 scale, then record a clear recommendation. The final score calculates automatically from the manager’s ratings.
Introductory period
Day 1 · Hired
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Start date
Day 75 · Review due
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Complete review by this date
Day 90 · Decision
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Introductory period ends
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Rating scale
Rated against expectations at 90 days, not against a tenured employee
3
Outstanding
Already contributing beyond what is expected at this stage. Works independently in areas most new hires are still learning.
2
Satisfactory
Progressing as expected for 90 days in this role. Still learning, but the learning curve is closing at a normal pace.
1
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
Summary comments
Overall assessment of the first 90 days
Overall assessment
Focus for the next 90 days
Recommendation
Required — the manager makes the call
Rationale for this recommendation
30-day improvement plan
⚠
Rating summary
Reference only — the recommendation above is the decision
Parameter
Rating
Average
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Not startedAverage of the three ratings, scale 1.00–3.00
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
How to use this form
Manager-completed — no employee input required
Fill it out before the meeting. Enter the employee details and hire date, rate all three parameters, and write the summary comments and recommendation. Entries save as you type, so you can start it and come back.
Discuss it with the employee. Walk through the ratings and the focus areas for the next 90 days. If the recommendation is Do not continue, send it to People & Talent first and do not discuss it with the employee yet.
File it. Click Print / Save as PDF, have both parties sign, and send the signed copy to People & Talent for the employee file.