Employee probation reviews template
Coordinate employee probation reviews using role-specific periods, manager feedback, competency scores and documented confirmation or extension decisions.
What is this employee reviews template?
People Review opens with a manager review runway that separates reviews in progress, ready for decision and extended. The employee queue keeps managers, start dates, role profiles and review deadlines visible before a reviewer opens the detailed assessment. The connected workspace records competency scores, feedback, support plans and the rationale for confirmation or extension.
- Screens
- 3 connected pages
- Data source
- ToolJet Database
- Language
- English
- Appearance
- Light + dark
Built for People operations teams and managers overseeing structured employee probation reviews.
A thoughtful start. A clear decision.
Coordinate employee probation reviews using role-specific periods, manager feedback, competency scores and documented confirmation or extension decisions.
- Review schedule
Start an employee review
Record employee, department, manager, start date, role profile and initial goals. The role period sets the initial target.
- Review workspace
Record the manager assessment
View the employee start date and review targets together. Assess delivery, collaboration and ownership side by side on a 1–5 scale and provide manager feedback. Changed finalized scores require a fresh decision review.
- Review workspace
Confirm or document an extension
Confirmation requires all scores, an average of at least 3 and a decision rationale. An extension requires a support plan and a date no more than 90 days beyond the original target.
- Role profiles
Maintain role expectations
Set the initial period and review criteria for new cases. Existing cases retain their recorded profile.
What does the template cover?
Role-based review periods
Record employee, department, manager, start date, role profile and initial goals. The role period sets the initial target.
Three-part manager assessment
View the employee start date and review targets together. Assess delivery, collaboration and ownership side by side on a 1–5 scale and provide manager feedback. Changed finalized scores require a fresh decision review.
Confirmation and extension guards
Confirmation requires all scores, an average of at least 3 and a decision rationale. An extension requires a support plan and a date no more than 90 days beyond the original target.
Review and decision history
Retain earlier stages, decision notes and timestamps inside the work record when a review is saved.
ToolJet Database with sample data
The pilot uses 2 tables with fictional records. No external database is needed to explore the source app.
| Table | Sample data | What it stores |
|---|---|---|
| Role profiles | 5 sample records | Reference codes, names, policy values and review guidance. |
| Review records | 16 sample records | Fictional work records with contextual fields, saved policy, stages and embedded decision history. |
A manager review aid, not an automated employment decision or legal policy. The sample confirmation threshold is an average score of 3/5 and must be adapted to company policy. No HRIS integration, employee portal or enforced access roles. English desktop pilot. Loaded views and counts cover up to 500 rows per table. No concurrent-update protection. Business-write lifecycle, package export and clean installation remain unverified.
Make it yours with AI.
This design is a starting point. Describe the look you want, add your logo and brand colors, or ask for new features in a prompt. Use the starter prompt to build your own version in the ToolJet AI builder, or use a suggested prompt to modify an app you already have. Review and test the result.
Suggested prompts describe changes you can request. Additional features and translations still need to be built and tested.
How to use this template.
Add it to your workspace
Choose ToolJet Cloud, or download the application package to import into your self-hosted instance once the template is released.
Start with the included database
Explore the sample records in ToolJet Database, then add your records and configure the workflow for your team.
Make it work your way
Describe your preferred design, branding, and new features in the AI builder. Test your workflow, then share your app with the people who need it.
Template FAQs
What does this employee probation reviews template include?
Coordinate employee probation reviews using role-specific periods, manager feedback, competency scores and documented confirmation or extension decisions. It includes three connected screens, two ToolJet Database tables, five reference records and sixteen fictional work records.
How does the workflow progress?
Record employee, department, manager, start date, role profile and initial goals. The role period sets the initial target. View the employee start date and review targets together. Assess delivery, collaboration and ownership side by side on a 1–5 scale and provide manager feedback. Changed finalized scores require a fresh decision review. Confirmation requires all scores, an average of at least 3 and a decision rationale. An extension requires a support plan and a date no more than 90 days beyond the original target.
Can reference rules change without changing existing records?
Yes. New records copy their reference rules. Editing the reference register does not silently rewrite existing work.
What is outside the template scope?
A manager review aid, not an automated employment decision or legal policy. The sample confirmation threshold is an average score of 3/5 and must be adapted to company policy. No HRIS integration, employee portal or enforced access roles.
Can I change the design and functionality with AI?
Yes. Use the starter prompt to request changes to branding, layout, fields or workflow. Additional features and languages must be built and tested.
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