Q01
Message
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Employee Probationary Period Performance Evaluation
A structured manager assessment of how a new hire is performing during their probationary period, covering core competencies, training support, and readiness for confirmed employment. An AI follow-up interview probes the concrete incidents and evidence behind the manager's recommendation rather than just the rating, producing feedback the employee can actually act on.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
13 questions · ~7 min
Q02
MatrixRequired
Rate this employee's performance during the probationary period on each of the following:
7 rows × 4 columns
- Job knowledge and skills
- Quality of work
- Reliability and attendance
- Communication
- Teamwork and collaboration
- +2 more
Columns: Below expectations · Approaching expectations · Meets expectations · Exceeds expectations
Q03
Opinion ScaleRequired
Overall, how would you rate this employee's performance during the probationary period?
Scale: 1 – 7
Min:Far below expectationsMax:Far exceeds expectations
Q04
Multiple ChoiceRequired
In the last 30 days, how often did this employee complete assigned tasks without needing significant rework or correction?
- Never
- Rarely
- Sometimes
- Often
- Always
Q05
Multiple ChoiceRequired
Did this employee receive the training, tools, and support they needed to succeed in this role?
- Yes, fully
- Mostly
- Partially
- No
Q06
Best–Worst Trade-off (MaxDiff)Required
Which of these areas is most in need of development for this employee, and which is least in need?
- Technical or job-specific skills
- Communication
- Time management
- Attention to detail
- Collaboration with the team
- Initiative
- Responsiveness to feedback
- Professionalism
Pick best & worst per setBest:Most in need of developmentWorst:Least in need of development
Q07
Multiple ChoiceRequired
Based on this employee's performance, what is your recommendation for their employment status?
- Confirm employment - performance meets or exceeds expectations
- Extend the probationary period to allow more time for improvement
- Terminate employment - performance has not met expectations
- Undecided - I need further discussion before deciding
Q08
AI Interview
Anchor on the manager's recommendation for this employee's employment status and ask them to walk through 1-2 specific, concrete incidents or examples that best illustrate why. Probe for what changed (or didn't) over the probationary period, and if the recommendation is 'extend' or 'undecided', ask exactly what measurable improvement would need to happen and by when. If the manager rated performance highly but recommends termination or extension (or vice versa), gently surface and clarify that inconsistency.
Q09
Rating ScaleRequired
How confident are you in this recommendation?
Range: 1 – 5
Min:Not confident at allMax:Extremely confident
Q10
Long Text
What specific feedback would help this employee understand your evaluation and know how to improve or what to keep doing? (This may be shared with them.)
Q11
Multiple Choice
How long have you directly supervised this employee?
- Less than 30 days
- 30-60 days
- 60-90 days
- More than 90 days
- Prefer not to say
Q12
Multiple Choice
What department does this employee work in?
- Operations
- Sales
- Customer Support
- Engineering/Technical
- Administration
- Prefer not to say
Q13
Message
Thank you for completing this evaluation. Your responses will be used to finalize the employment decision and shared with HR to support consistent, well-documented probationary reviews.
What’s included
AI follow-ups
Adaptive probes on open-ended answers that pull out detail a static form would miss.
Attention checks
Built-in safeguards against rushed answers and low-quality respondents.
AI-drafted copy
Wording, ordering, and branching written by the AI — tuned to your research goal.
Auto report
Themes, quotes, and a plain-English summary write themselves once responses come in.
How it compares
We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.
Why this template
- Combines a structured competency matrix, overall rating, and task-completion frequency with a max-diff exercise to pinpoint the single most urgent development area, rather than leaving managers to describe it unprompted
- Includes an AI follow-up interview that anchors on the manager's stated employment recommendation and probes for the concrete incidents and evidence behind it, turning a checkbox rating into something the employee can actually act on
- Pairs the recommendation with a confidence rating and an open long-text feedback question, plus screening questions on tenure and training/support received, so the report captures both the decision and its justification
- Purpose-built for the probationary-review workflow specifically (training support adequacy, employment-status recommendation) rather than a generic annual performance form
Jotform
Pharmacy Employee Performance Review Form TemplateA static, fielding-ready form built for pharmacy-role performance reviews rather than general probationary evaluations, so it would need reworking to fit a new-hire probation workflow. It benefits from Jotform's mature drag-and-drop builder and integrations, but is industry-specific and not adaptive. No mention of automated interview follow-up or quality scoring.
What it does well
- Established, easy-to-customize form builder with wide integration support
- Pre-built structure tailored to a specific industry (pharmacy) role review
- Likely supports file uploads, e-signatures, and standard form logic
Where it falls short
- Static question set with no adaptive AI follow-up to probe the reasoning behind ratings
- No automated per-response quality scoring or auto-generated evaluation reports
- Built for pharmacy roles specifically, not general probationary-period assessment
Typeform
Employee Performance Evaluation Form TemplateA general-purpose, conversational one-question-at-a-time performance evaluation template, fielding-ready but generic rather than probation-specific. Typeform's format is friendly for respondents, but the template is a static survey rather than a system that follows up on individual answers. No indication of voice interviews or automated scoring.
What it does well
- Polished, conversational one-question-at-a-time interface that's easy for managers to complete
- Broad general-purpose performance evaluation structure applicable across roles
- Simple to customize question wording and branching logic
Where it falls short
- No adaptive AI follow-up interview to dig into the specific incidents behind a rating or recommendation
- No automated response quality scoring or auto-generated reports
- Not tailored to probationary-period specifics like training support adequacy or employment-status recommendations
SurveyMonkey
Employee Self-Evaluation Form TemplateThis is a self-evaluation template where the employee assesses their own performance, which is a different workflow from a manager's probationary assessment of a new hire. It's a fielding-ready static survey on a well-known platform, useful as a reference point but not a direct substitute for a manager-driven probation review.
What it does well
- Recognizable, trusted survey platform with straightforward deployment
- Ready-to-use self-assessment question set
- Standard survey logic and reporting dashboard
Where it falls short
- Designed for employee self-assessment, not manager evaluation of a new hire's probationary performance
- Static questions only — no adaptive AI interview to probe evidence behind self-ratings
- No automated per-response quality scoring or transparent AI prompt methodology
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.