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Probation Procedure for Associate StaffDocument titleProbation Procedure for Associate StaffAuthor/originatorJ BrantDate of Approval/Review2nd March 2023Approving CommitteeFinance and Personnel CommitteeVersion2.1Policy review dateBiennial March 2025Date updated 23.03.2021 02.03.2023Version 1.0 2.0 2.1Change from last version New document Paragraph 5.3 updated with the constitution of an appeals panel Update to Definitions table (Section 1) Update to para 5
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How to fill out probation procedure for associate

01
Step 1: Review the company’s probation policy to understand the duration and criteria.
02
Step 2: Gather necessary documentation, including the employee's application, resume, and any previous performance reviews.
03
Step 3: Schedule an initial meeting with the associate to discuss expectations and goals for the probation period.
04
Step 4: Define clear performance metrics and set specific objectives for the associate to achieve.
05
Step 5: Maintain regular check-ins and feedback sessions throughout the probation period.
06
Step 6: Document all feedback and evaluations during this time to ensure a fair review process.
07
Step 7: Conduct a final evaluation at the end of the probation period to decide on the employee’s status.

Who needs probation procedure for associate?

01
Managers and supervisors who are responsible for onboarding new associates.
02
HR personnel tasked with overseeing and implementing employee probation procedures.
03
New associates who are in their introductory period and need to understand expectations.
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The probation procedure for an associate is a process through which a newly hired employee is evaluated over a specific period to determine their suitability for a permanent position within the organization.
The direct supervisor or manager of the associate is typically responsible for filing the probation procedure, which may involve completing evaluations and documentation pertinent to the associate's performance.
To fill out the probation procedure, the supervisor should gather performance data, conduct regular check-ins with the associate, complete necessary evaluation forms, and submit all documentation as per the organization's guidelines.
The purpose of the probation procedure is to provide an opportunity for evaluation of the associate's performance, integrate them into the company culture, and ensure they meet the expectations of their role before confirming their employment.
The information that must be reported includes the associate's performance metrics, attendance, adherence to company policies, feedback from colleagues and supervisors, and any training or development activities completed during the probation period.
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