Probationary Enquiry Form

Employee details:

First names and surname:

Department:

Review date:

Chairperson:

Initiator:

Representative:

Allegation:

Employee has the right to:

• Be represented by a fellow employee / shop steward of your choice from the workplace.
• State your case in response to these allegations
• Put questions to witnesses
• An interpreter if required

Confirm the following:

Have you received a Notification Letter detailing the above allegations and informing you of the enquiry?

Yes/No

Do you understand the allegations of poor or unacceptable work performance?

Yes/No

Have you had sufficient time to prepare your response?

Yes/No

Details of allegation/s:

The following aspects of your work have been unsatisfactory or have failed to meet the required standards as detailed in your Performance Agreement:

Do you confirm that the following standards of work performance apply to your job:?

(Refer to Performance Agreement)

These performance standards were made know to you during:

___ Induction

___ Counseling

___ Training/Mentoring

___ Performance Agreement

The following assistance has been provided to assist you to improve your work performance:

___ Mentoring

___ Training

___ Counseling

Note details of assistance given:

Employee’s comments / response:

Findings:

Was the employee required to meet performance standards?    

Yes / No

If yes, why?

Were the performance standards lawful and reasonable?

Yes / No

If yes Why

If so, could the employee reasonably have been expected to be aware of the performance standards?

Yes / No

If yes, why?

Was it probable that the employee’s performance did not meet these required standards?

Yes /No

If yes, why?

Sanction Outcome of Probationary Enquiry - Option 1:

As discussed, the following Action Plan will be implemented in order to bring your work performance up to the required standards:

Your progress in implementing this action plan and in improving your work performance to meet the required standards will be reviewed on the following date:_____________

Should you require:

- Any further clarification with regards to your poor or unacceptable work performance,

- Any further clarification of your required work standards,

- Any additional assistance needed to meet your required work standards,

Then please feel free to discuss these with your manager.

Chairperson : _______________

Sanction/Outcome of Probationary Enquiry – Option 2

After considering the options and alternatives, the following sanction has been decided on:

___ Extension of Probationary Period

___ Dismissal

Extension: Employee’s agreement

I hereby agree to the extension of my probationary period.

New date:   ________________

Employees signature: __________________ Date: _____________________

Chairperson’s Comment/Reasons for this decision:

Dismissal:

You shall/shall not be required to work out your notice period and your last day of employment will be ____________.

Please note that should you not agree to the findings of the Probationary Enquiry, you may refer the matter to the CCMA or the Bargaining council within a period of 30 days.

Chairperson: _____________________________ Date: ________________