Complete a probation review as a manager

When one of your team members is due a probation review, it is routed to you via the workflow. You receive a notification, and the review appears in your ESS queue.

1. Open your probation review queue

   From the ESS portal, go to Skills & performance ▸ Performance Management ▸ Team Probation Review Requests. Pending reviews are listed here. You can also find them in your Manager View or My Team section.

2. Open the review

   Click on the review to open the full form. You will see the employee's name, the due date, and the review type (Stage 1 or Stage 2).

   

3. Complete the competency ratings

   For each competency listed, select a rating from the dropdown (e.g., Meets Expectations, Concerns, Needs Improvement) and add your comments in the Manager Comments field. The employee's comment field is read-only at this stage.

4. Add overall comments

   Fill in the Overall Manager Comments field to summarise your overall assessment.

5. For Stage 2 reviews — set the Review Outcome

   Stage 2 reviews include an additional field:

   Outcome	What happens next
   Meets Expectations	The review is passed to the employee for their feedback, and HR is notified simultaneously
   Performance Concerns	The review routes directly to HR only — the employee is not informed of the outcome at this stage

   Stage 2 forms also show Stage 1 comments alongside Stage 2 fields for each competency, so you can review the progression.

6. Submit

   Click Submit to complete your review. A confirmation message confirms successful submission, and the review is removed from your queue.