Benefits | Probationary Toolkits | Manager Checklist

Here you will find a probation checklist for managers.
Manager Checklist

Manager Checklist

Please check with your DCU People Business Partner for a comprehensive checklist of duties. 

 

Preparing for a Probation Assessment

These guidelines should help both managers and staff members to prepare for a probation assessment during the probationary period.

 

A probation assessment is a planned meeting between a Line Manager and a staff member with set objectives:

a) to review progress and priorities

b) to acknowledge achievements

c) to resolve issues, if necessary

d) to discuss future priorities and development plans

 

The effectiveness of the discussion will be improved with appropriate advance preparation by both the manager and staff member. The following are recommended preparatory actions:

  • Set up a mutually agreeable time and location for the meeting, ensuring no interruptions
  • Review the job Description (both Line Manager & Probationer)
  • Review documentation from previous performance conversation (if applicable) (Both Line Manager & Probationer)

     

Printable Checklist