Staff Induction & Probation Policy & Procedures

Transcription

1 Staff Induction & Probation Policy & Procedures HRP053 Staff Induction & Probation Policy & Procedures HR Policy Document Record Reference Number HRP053 Policy Owner Human Resources Approval Body HRC Creation Date September 2010 Revision Date(s) August 2017 Notes Page 1 of 12

2 Staff Induction & Probation Policy & Procedures HRP053 STAFF INDUCTION POLICY All new members of staff will have formal induction. This will provide an opportunity to communicate the mission and objectives of the Institute and introduce new staff members to the values and culture of the Institute. The DIT Charter on Staff Development for 2000 and Beyond 1. INTRODUCTION DIT is committed to ensuring that it operates in a supporting and welcoming manner towards staff, students and the external community. This Staff Induction Policy has been developed to ensure that: the settling in period to DIT is a positive experience for new staff new staff experience DIT as a caring and supportive organisation and new staff receive training and information on DIT policies and procedures as well as specific training in relation to their job. The Induction process commences from the date of offer of appointment and ceases on completion of the probationary period. All staff regardless of grade, tenure or category are taken through the Induction process. 2. OBJECTIVES To provide a welcoming, caring and supportive experience of the organisation To establish a clear communications channel To ensure that the transition into DIT is a smooth and positive experience for the new staff member To provide information about the organisation, the structures, the policies and procedures To provide training on DIT systems and procedures To identify job specific specialist training required. To clarify the requirements/expectation of the role 3. PHASES OF INDUCTION The Induction process spans over three phases: Phase 1. Pre-Employment Phase 2. Date of Commencement of Employment Phase 3. Early Employment Period within One Year Page 2 of 12

3 Staff Induction & Probation Policy & Procedures HRP053 PHASE 1. PRE-EMPLOYMENT 3.1 Responsibility of HR Department a) Assignment of a contact from HR Department A member of the HR staff is assigned as a contact to each new member of staff. The contact will maintain regular contact with the new appointee and be available to meet them if required. The new appointee will be encouraged to call at any time if they have any queries. If they need to meet with a member of the HR Department, the contact will arrange such a meeting. b) Letter of offer of appointment The name of the contact is provided in the letter of offer of employment with a commitment that they will be in contact with the new appointee (preferably by phone) within one week of the date of the letter. c) Date of Commencement The HR Contact will contact the Line Manager to ensure that the new appointee is met by their Line Manager, or designated deputy, on arrival on their first day. d) Letter of acknowledgement of acceptance As soon as the new employee has submitted all of the required documentation and met all of the requirements, HR will issue a letter confirming appointment together with the staff handbook, the contract of employment, details of who and where they should report to on the date of commencement and a copy of the Local Induction checklist. 3.2 Responsibility of Local Line Manager a) Notify all Staff After the letter at 3.1 (iv) above has been issued, the local line manager will notify all staff in the relevant School/Department of the date when the new staff member will commence, where they will be located, the duties and role and who they will report to. (N.B. No new staff member should commence duty until the letter at 3.1 (iv) above has been issued. b) Address Special Requirements Liaise, where appropriate, to ensure that any necessary requirements for the new staff member are implemented (e.g. with Disability Office in relation to special needs for the staff member) c) Diary Day One Meeting Ensure availability to meet the new staff member on the date of commencement or where this is not possible assign another senior staff member d) Prepare Accommodation & Equipment Liaise, where appropriate, to ensure that the accommodation and equipment that the staff members needs to do the job is available and ready for the date of commencement Page 3 of 12

4 Staff Induction & Probation Policy & Procedures HRP053 e) IS Requirements Liaise with the IS Department to make arrangements for the allocation of necessary logins f) Assign Buddy Assign a buddy to the new staff member g) Complete Phase 1 Checklist Complete the checklist to ensure all preparations have been made. The Checklist can be found at the end of this policy. PHASE 2 DATE OF COMMENCEMENT OF EMPLOYMENT 3.3 Responsibility of Manager/Supervisor The Line Manager or designated deputy will meet the appointee and go through the following steps: a) Introduce the Department and issue any welcome/induction information specifically relating to the department as appropriate. b) Explain the requirements of the job in accordance with the job description and agree performance and behaviour targets for the probationary period of employment. c) Introduce the new staff member to their work location. (The Line Manager or a designated colleague will take the new staff member on a guided tour of the premises and introduce them to colleagues and other personnel. They will show them where key facilities and resources are located. ) d) Introduce the new staff member to their Buddy e) Agree Training Plan: and make arrangements for on the job training and also off the job training on specialised tasks (e.g. technical training, training on DIT software, etc.) f) Provide Health and Safety information: This will include details of local safety statements, evacuation procedures, first aid facilities and procedures for reporting accidents/emergencies. g) Provide Operational/Procedural Information: This will include outline details of DIT and local procedures/operations, e.g. purchasing procedures, access to passwords, etc. h) Outline Probation Procedures: and agree a schedule of dates for reviews. i) Complete the Induction Checklist: and ensure that it is signed by both the line manager and the new employee. j) Send the completed and signed checklist to the HR Contact. Page 4 of 12

5 Staff Induction & Probation Policy & Procedures HRP053 k) Confirm to all staff in the Department and the Human Resources Department that the new staff member has taken up duty. l) Ensure that the new staff member is helped to settle in and assisted with any difficulties or queries they may have. PHASE 3. EARLY EMPLOYMENT PERIOD WITHIN ONE YEAR 3.4 Responsibility of HR Contact Ensure that the completed Induction Checklist is received in HR Phone the new staff member within two weeks of commencement to maintain contact and answer any questions they may have. 3.5 Responsibility of Designated Colleague/Buddy Maintain regular contact with the new staff member during the early employment period and be available to provide any assistance required over the first year of employment. The kind of assistance that may be provided would be quite general e.g. where to locate materials, how to work the photo-copier etc. 3.6 Responsibility of Line Manager Maintain regular contact with the new staff member to ensure they are settling in and to clarify any early employment issues that arise. Ensure that the Probation Procedures are followed as outlined in the Probation Policy. Ensure that the staff member is facilitated to attend all relevant Induction and job related training programmes. 3.7 Responsibility of Staff Training & Development Department Annual Welcome Reception The President will formally welcome all new staff at an Annual Welcome Reception each September. Formal presentations will be made on the structures, policy and plans of the Institute. The various functions and operations of the Institute will be showcased and staff from these areas will be in attendance to meet with new staff and answer any questions. Regular Staff Induction Training Days Newly appointed staff must participate in the Staff Induction Training Days organised by Staff Training & Development Department which take place on a quarterly basis. (Online Induction Training Programmes & Resources will also be developed). Page 5 of 12

6 Staff Induction & Probation Policy & Procedures HRP053 Information sessions are provided on the following: Brief Introduction to DIT DIT HR Policies (e.g. Equality, Dignity & Respect) Probation and PMDS systems HR Procedures/Leave Arrangements Other benefits Fee support, Study leave, Exam leave Schemes Finance Procedures Pension Arrangements Personal Options Employee Assistance Information Technology Systems in DIT Health, Safety & Welfare for staff at DIT Awareness Training on the DIT Dignity at Work Anti Bullying & Harassment Policy. Induction for Academic Staff An Annual Induction Seminar for new academic staff will take place each October. Topics for the programme include Introduction to Research at DIT Academic Contractual Duties Progression & other Career Development Opportunities Quality Assurance Procedures Academic Council Library Facilities at DIT An outline of the activities of Learning Teaching & Technology Centre (All new Assistant Lecturers and Lecturers who do not hold a teaching qualification or equivalent on appointment will be facilitated to undertake a Postgraduate Diploma in Third Level Learning through the centre) 3.8 Responsibility of Directors College/Directorate Staff Induction Days Organise regular Induction Sessions. Formally address and welcome new staff. Outline the strategies of the College/Directorate, the structure, the activities, relevant local policies and procedures and any current developments or projects. Provide an overview of the academic programmes and activities. Conclude with a Reception where there will be an opportunity for new staff to meet management and colleagues The number of College/Directorate Induction Sessions will be determined by the numbers of new staff and when they commence but there will at least one per annum. 4. Induction to new roles (i.e. on transfer or promotion within DIT) Where a staff member is transferred or promoted within DIT, all of the steps at Phase 3 above should be followed. (It will only be necessary to outline the Probation Procedures and schedule Probation Review meetings where the staff member has not completed the required probationary period of service (ref; Probation Policy). Page 6 of 12

7 Staff Induction & Probation Policy & Procedures HRP053 STAFF PROBATION POLICY As the most important resource in the Institute, staff will have access to the resources and facilities necessary to enable them to develop and expand their knowledge, skills and qualifications so that they may realise their full potential in relation to the evolving needs of the Institute and their own career development. The DIT Charter on Staff Development for 2000 and Beyond 1. INTRODUCTION The appointment of staff members covered by this Policy is subject to a satisfactory probationary period. 2 OBJECTIVES To support new staff members and their managers to ensure new staff members are given the opportunity to learn what is required and to identify areas in need of training and development. Managers should have regular communication and periodic meetings with new staff members to ensure: Staff are settling into their role and are receiving the right amount of support and training necessary to succeed. That any issues can be resolved at an early stage and promptly. Where necessary, to take appropriate steps if staff members have not met the requirements/expected standards of the job. 3. REVIEW MEETINGS The probationary period is aligned to the duration of the employment contract. Three standard meetings should take place during the period of probation 1) Informal Review meetings, 2) A Mid Term Review meeting and 3) A Final Review Meeting. It is advised that other regular communication should take place throughout the period of probation. Page 7 of 12

8 Staff Induction & Probation Policy & Procedures HRP053 Table 1. Timelines for Probation Periods and Review meetings by contract type** Duration of Probation Informal Review Mid Term Review Final Review Permanent Contracts, Contracts of Indefinite Duration, Fixed Term of 2 years + (Wholetime & Part Time) 12 months At 3 months & at 9 months At 6 months At 10 months Fixed term Contracts of 1 2 years duration (wholetime and part time). All pro-rata Contracts, All Hourly paid contracts 4 months At 8 weeks None At 3 months Fixed term contracts of 6 months to 1 year (Wholetime & Part time) 2 months At 4 weeks None At 2 months Fixed Term Contracts of less than 6 months (Wholetime & Part time) Specified Purpose (Wholetime & Part time) 1 month At 2 weeks None At 1 month The HR Department will determine the timelines for individual Specified Purpose contracts. They will be dependent on the circumstances of each contract. Note 1: Where a review session for an academic member of staff falls during the academic holidays, the meetings should be brought forward to take place prior to the commencement of the holidays. Note 2. ** Where changes to contractual status arise during probation see paragraph 6 below. INFORMAL REVIEW 3.1 Informal Review It is recommended that informal review meetings take place during the probationary period in accordance with the above timelines. The informal progress review(s) should consist of a conversation on how the staff member is settling in, on any difficulties that they are experiencing and on any issues that have come to the attention of the Line Manager. Actions that would alleviate any of the issues raised should be agreed and taken prior to the Mid Term Review/Final Review, as appropriate. Page 8 of 12

9 Staff Induction & Probation Policy & Procedures HRP053 FORMAL REVIEW 3.2 Formal Review To ensure that the final recommendation in relation to the appointment is made on a sound and fair basis, a process of assessment of the staff member's performance/capabilities should be carried out. This requires the Line Manager to carry out a review of the staff member s performance within the timelines indicated above. It is important that Managers notify the Human Resources Department and seek guidance as early as possible where there are indications of serious performance or behaviour issues. 3.3 Probation Report Forms There are 3 Probation Report Forms to assist the process which can be found at the end of this policy: 1. PPF1 Probation Preparation Form (Manager) to be completed by the manager prior to each formal review meeting and to be used as a reference point at the meeting. 2. PPF2 Probation Preparation Form (Staff Member) to be completed by the staff member prior to each formal review meeting and to be used as a reference point at the meeting. 3. PRF Probation Report Form to be completed during each formal review meeting, signed by both parties and submitted by the manager to the Human Resources Department. MID TERM REVIEW 3.4 The mid-term review* Prior to mid-term, the Line Manager and Staff Member will separately complete the relevant forms which they will bring to the Review Meeting. Where applicable, the first formal assessment takes place halfway through the probationary period in accordance with the timelines shown in Table 1 above.. However, it should be borne in mind that the Induction Process, as outlined in the Induction Policy, will have been ongoing ahead of this review. Any early issues/development needs will have been identified and steps taken to address them. As well as establishing that the staff member has been properly introduced to the job, the workplace and the Institute, the questions on the form should help the manager and staff member focus on performance, training needs and other required supports. Page 9 of 12

10 Staff Induction & Probation Policy & Procedures HRP The Review Meeting The Line Manager and the staff member will meet at an agreed time and venue to discuss the issues raised and documented on the forms. Sufficient time should be allocated for the meeting and each form should be taken in turn. The tone of the meeting should be positive and encouraging. The discussion should be centred on: The Induction Process to date; Progress and planned developments in relation to each element of the job; Actions agreed to be taken by either party. At the end of the meeting, the Probation Report Form which includes an action plan, must be completed and signed by both parties. Both parties will retain a copy of that form. The Line Manager must write to the HR Operations Manager immediately after that meeting to confirm that it has taken place and enclose a copy of the Mid Term Review Report signed by both parties. Where particular development needs or serious performance difficulties have been identified, the Line Manager must write formally to the staff member highlighting these areas. This letter will emphasise the actions that need to be taken and the implications should no satisfactory improvement take place, which could include termination of contract. This letter should be copied to the Human Resources Department. Support will be given to the staff member between the mid-term and final probation review. It may be appropriate to hold another review meeting between the mid-term and the final review meeting. In this case, the same procedures as outlined above will apply FINAL REVIEW 3.6 Final Probation Review* The final review should take place within the timelines shown in Table 1. Prior to this date, the Line Manager and Staff Member will separately complete the relevant forms and bring them to the Review Meeting. In cases where there has been a mid-term review, in completing the forms, the manager and staff member should focus on the outcomes of the Mid-Term Review and any other issues that may have arisen in the meantime. In other cases the focus for the completion of the forms should be the performance of the staff member, training needs and other required supports. 3.7 The Final Review Meeting The Line Manager and the staff member will meet at an agreed time and venue. Sufficient time should be allocated for the meeting and each form should be taken in turn. The discussion should be centred around: Page 10 of 12

11 Staff Induction & Probation Policy & Procedures HRP053 The Mid-Term Review Report (where applicable) Performance, training needs and required supports; Actions agreed to be taken by either party; At the end of the meeting the Probation Report Form must be completed and signed by both parties who will retain copies. The form will include a record of any actions and one of three possible recommendations: 1. the appointment should be confirmed; 2. the appointment should be terminated in accordance with DIT procedures 3. the probationary period may be extended (see 3.8 below) Immediately after the meeting the Line Manager must inform the HR department in writing that the meeting has taken place and must enclose a copy of the report signed by both parties. The Head of HR Services or designated Senior Human Resources officer will review the file and either approve or reject the recommendation. Where the confirmation of appointment is recommended and approved, the HR Department will write to the staff member notifying them of the outcome and confirming the appointment. Where termination of appointment is recommended and approved, the HR Department will write to the staff member notifying them of the outcome and initiating termination procedures in accordance with DIT policy. Where an extension is recommended and approved, the HR Department will write to the staff member notifying them of the reasons for the extension and offering appropriate help and support, if necessary. The staff member will also be advised of the possible outcomes at the end of the extended probation (i.e. confirmation of employment or termination.) To encourage discussion and feedback during the extension period a further mid-extension review will be required, as well as a final end of extension probation report. The procedures as outlined above apply. If the recommendation is rejected, the Head of HR Services or designated Senior Human Resources Officer will meet the Line Manager to discuss the case and agree appropriate action. The action agreed will depend on the individual circumstances of the case. The HR Department will write to the staff member formally notifying them of the outcome. The manager may within five working days of notification of the decision, submit in writing, an appeal of the decision to the Director of Human Resources. 3.8 Extensions to Probation In exceptional circumstances and only in the case of staff members employed on contracts of at least two years duration, the probationary period may be extended for a further period.. Extensions of probation should only be recommended for a period not exceeding six months and must be approved by HR. Page 11 of 12

12 Staff Induction & Probation Policy & Procedures HRP053 (Example: A newly appointed staff member is absent through illness for a six month period during their probation. There should be a six month extension to their probationary period in lieu of the time missed as there has not been sufficient time at work to assess their performance in the job.) 4.1 Changes to Contractual Status During Probation If a member of staff is promoted, transferred or has any other change to their contractual status, the probation period applicable to their new contract type will apply (See Table 1 for details of probation durations). If the staff member has already completed satisfactory service equal to or greater than the probation period duration of the new contract type they will be deemed to have already completed their probation. (Example 1: If a staff member who has been employed for 3 years is promoted to a Permanent Wholetime post which carries a 12 month probation, they will have been deemed to have already completed their probation as they have already served in excess of 12 months.) If the staff member has completed less service than the new probation period they will serve the outstanding number of months on probation before a final review is completed. (Example 2: If a staff member is employed as a Permanent Wholetime Clerical Officer and after 5 months is promoted to a Permanent Wholetime Assistant Staff Office position, they will still have 7 months probation to complete. In cases such as this, there should be an Informal Review after approximately nine months service with the Institute followed by a Final Formal Review.) (Example 3: If a Fixed Term Wholetime Clerical Officer is appointed as a Permanent Wholetime Clerical Officer after 3 months service, the staff member will need to serve a further 9 months probation. In cases such as this the Probation process should continue with the Mid-Term Review at 6 months.) Where a staff member transfers to a position within the same grade but reporting to a new Line Manager, the existing Line Manager must arrange a Special Review Meeting in accordance with above procedures. A copy of that Probation Report Form (PRF) must be forwarded to the new Line Manager. QUERIES ON THIS POLICY Contact: Resourcing, Human Resources Department hr@dit.ie The services of the HR Department* are available to management and staff to clarify any issues in relation to the operation of this policy and provide any necessary support. *HR Contacts : Denis Murphy, Director of Corporate Services Tel: (402) 3343 Paul Butler, Head of Workplace Relations Tel: (402) 3421 Mary Malone, Head of Human Resources Tel: (402) 3367 Page 12 of 12

13 STAFF INDUCTION POLICY LOCAL INDUCTION CHECKLIST Name of Staff Member: Start Date: College/Centre: Position: Line Manager: HR Contact: Phase 1 Pre-Employment: Task 1. Copy of appointment letter received from HR 2. Notify all School/Departmental staff of details of new staff member (ref: 3.2 (a) Policy) 3. Liaise with appropriate office re special accommodations (e.g. Disability Office), if necessary (ref: 3.2 (b) Policy) 4. Diary Day One meeting (ref.3.2 (c) Policy) 5. Liaise with appropriate personnel to make arrangements for necessary accommodation and equipment (ref. 3.2 (d) Policy) 6. Contact Information Services for all necessary logins (ref.3.2 (e) Policy) This should include network logins, and adding name to Online Telephone Directory 7. Nominate Buddy to assign to new staff member (ref. 3.2 (f) Policy) I confirm that Phase One preparations are complete Line Manager Signature: Date: Page of 3

14 Phase 2 Date of Commencement of Employment Task 1. Introduce the Department and issue Welcome/Induction pack (ref. 3.3 (a) Policy) 2. Explain the requirements of the job in accordance with the job description (ref. 3.3 (b) Policy) 3. Introduce the new staff member to their Work Location. (ref. 3.3 (c) Policy) 4. Introduce the new staff member to their buddy(ref. 3.3 (d) Policy) 5. Agree Training Plan and make arrangements for training to take place (ref. 3.3 (e) Policy) (Provide Local Occupational Officer with contact details of hourly paid part-time staff so that they can be registered for online Health & Safety training) 6. For Academic Staff discuss the requirement to complete the Postgraduate Diploma in Third Level Learning & Teaching 7. For academic staff at Assistant Lecturer grade discuss the requirements for Progression, as follows: Qualifications Activities the staff member should become involved in that would help meet the requirement for Demonstrated Performance, Ability & Experience General Areas of Research & Scholarly activity that the staff member could become involved in The various supports available in DIT should be explored e.g. the Learning Teaching & Technology services and workshops, the Staff Training & Development programmes and courses, the Fee Support Policy, the Fee Waiver Scheme, and supports available through the Directorate of Research & Enterprise. Reference should also be made to the Guidelines for Progression on the HR web site: Page of 3

15 8. Provide Health and Safety information (ref. 3.3 (f) Policy) 9. Provide Operational/Procedural Information (ref. 3.3 (g) Policy) 10. Outline Probation Procedures: and agree a schedule of dates for reviews. (ref. 3.3 (h) Policy) 11. Refer the new staff member to the Institute s commitments and obligations under the Official Languages Act - and the development opportunities to improve their competence in Irish - An ball foirne nua a chur ar an eolas faoi ghealltanais agus dualgais na hinstitiúide faoi Acht na dteangacha Oifigiúla ag agus na deiseanna atá san Institiúid chun á n-inniúlacht sa Ghaeilge a fheabhsú ag Complete the Induction Checklist (ref. 3.3 (i) Policy) 13. Send the completed and signed Checklist to the HR Contact (ref. 3.3 (j) Policy) 14. Confirm to all School/Departmental staff that new staff member has commenced (ref. 3.3 (k) Policy) 15. HR to confirm that new staff member has commenced -(ref. 3.3 (k) Policy) We confirm that we have completed the above items and that local induction is now complete Line Manager Signature: Staff Member Signature: Date: Date: Page of 3

16 1. Personal Details Probation Preparation Form (PPF1) (Manager) Staff Member Staff No: Position Contract Type: Contract Duration School/Department College/Centre Date of Commencement Date of Review Mid Term Review Final Review Special Review 2. Induction Has the Induction process been adhered to with the staff member, to date? Yes No Comments: 3. Performance & Behaviour Has the staff member displayed a satisfactory understanding of all the duties assigned to date Yes No Comments: Page 1 of 3

17 Rate the performance (output) of the staff member. Bear in mind the degree to which the objectives (as agreed at Induction) were met Performance Rating: ** See guide to performance ratings below. Poor Satisfactory Good Comments Rate the behaviours of the staff member to date Teamwork: Has established a rapport with colleagues. Builds relationships within the team and the wider Institute. Is helpful and co - operative to management and colleagues alike. Pulls their weight on the team. Customer Service: Polite, courteous and friendly to internal colleagues, students, suppliers and the general public. Demonstrates an understanding of the service element of the role. Seeks to understand the needs of customers and responds in a professional and efficient manner. Makes customer feel valued. Instils confidence that problems will be addressed. Dignity & Respect: Behaves in accordance with the Institute s Dignity at Work: Anti Bullying & Harassment Policy. Has participated in the required training. Behavioural Rating: *** See guide to behavioural ratings below. Teamwork Rating: Poor Satisfactory Good Comments: Customer Service Rating: Poor Satisfactory Good Comments Dignity & Respect Rating: Poor Satisfactory Good Comments: Health & Safety: Behaves in accordance with the Institute s Health & Safety policies. Has participated in the required training. Health & Safety Rating: Poor Satisfactory Good Page 2 of 3

18 Comments: 4. Attendance Has attendance to date been satisfactory? No of Absences?: Yes No Certified: ( ) Uncertified: ( ) Other: ( ) Please comment: 5. Training Has the Training Plan agreed at Induction been implemented? Yes No Comments Signed: Title: Date: ** Guide to Performance Ratings Poor = Objectives identified at induction have not been met. Not meeting expectations. Satisfactory = Objectives identified ** Guide at to induction Performance have Ratings partially been met. Meeting some expectations. Good = Objectives identified at induction have fully been met. Meeting all expectations. Poor = Not meeting expectations. Satisfactory = Meeting some expectations. Good = Meeting all expectations. *** Guide to Behavioural Ratings Page 3 of 3

19 Probation Preparation Form (PPF2) (Staff Member) 1. Personal Details Staff Member Staff No: Position Contract Type: Contract Duration School/Department College/Centre Date of Commencement Date of Review Mid Term Review Final Review Special Review 2. Induction Are you satisfied with the Induction process to date? Yes No Please comment: 3. Duties Do the duties that have been assigned to you to date meet your expectations of the job? Yes No Comments: Do you require further clarification or training on any aspect of the job? Yes No Comments: Page 1 of 2

20 4. General Employment Issues Do you have questions or do you require information with regard to any aspect of your employment with DIT? Yes No Please comment: 5. Training Has the Training Plan agreed at your Induction been implemented? Yes No Please comment Has the training you received to date been satisfactory? Yes No Please comment: 6. Other Do you have any other comments? Signed: Date: Page 2 of 2

21 ` Probation Report Form (PRF) 1. Personal Details Staff Member Staff No: Position Contract Type: Contract Duration School/Department College/Centre Date of Commencement Date of Review Mid Term Review Final Review Special Review 2. Induction Has the Induction process to date been satisfactory? Yes No Please comment: Note any actions 3. Performance & Behaviour Has a satisfactory understanding of all the duties assigned to date been demonstrated Yes No Comments: Page 1 of 5

22 Note any actions Rate the performance of the staff member. To date in relation to the objectives and targets agreed on date of commencement (ref Induction Policy- Day 1) Performance Rating: ** See guide to performance ratings below. Poor Satisfactory Good Comments Note any actions Rate the behaviours of the staff member to date *** See guide to behavioural ratings below. Dignity & Respect Rating: Poor Satisfactory Good Comments Teamwork Rating: Poor Satisfactory Good Comments: Health & Safety Rating: Poor Satisfactory Good Comments. Customer Service Rating: Poor Satisfactory Good Comments Page 2 of 5

23 Note any actions Have the job expectations been met Yes No Please comment Note any actions 4. Attendance Has attendance to date been satisfactory? Yes No Comments: Certified: ( ) Uncertified: ( ) Other: ( ) Please comment: Note any actions 5 Training Has the training plan agreed at Induction been implemented Yes No Page 3 of 5

24 Note any actions Has the training received to date been satisfactory? Yes No Please comment: Note any actions 6. Declaration We confirm that the above Probation Review Meeting has taken place. Signatures: Staff Member: Manager: 7. Recommendation N.B.- Only for completion following Final Review Meeting: Following completion of the above Final Probation Review Meeting, I wish to recommend that: The appointment of the above named to the Dublin Institute of Technology should be confirmed The appointment of the above named should be terminated in accordance with DIT procedures The probationary period of the above named should be extended for a further period until (date), for the following reasons: Signed: Date: Manager Page 4 of 5

25 For HR Use Only:- I have reviewed the file and (tick as appropriate); I am satisfied I am not satisfied that DIT Probation Procedures have been followed and that the recommendation of the Line Manager is justified and supported by appropriate evidence. I approve I do not approve the above recommendation. (tick as appropriate) Signed: Title: Date: Head of Human Resources ** Guide to Performance Ratings Poor = Objectives identified at induction have not been met. Not meeting expectations.. Satisfactory. = Objectives identified at induction have partially been met. Meeting some expectations. Good = Objectives identified at induction have fully been met. Meeting all expectations. Poor = Not meeting expectations. Satisfactory = Meeting some expectations Good = Meeting all expectations *** Guide to Behavioural Ratings Page 5 of 5