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Probation Review Template for Switzerland

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Key Requirements PROMPT example:

Probation Review

"I need a Probation Review document for a senior software developer in our Zurich office who has shown exceptional technical skills but needs improvement in team leadership; the review needs to be completed by March 2025 and should include specific performance metrics for both technical and leadership capabilities."

Document background
The Probation Review document is a crucial tool in Swiss employment relationships, used to formally assess new employees during their probationary period, which is governed by Article 335b of the Swiss Code of Obligations. This document is typically prepared towards the end of the probation period (maximum three months under Swiss law) and serves multiple purposes: it evaluates the employee's performance against predetermined criteria, documents their integration into the organization, and formally records the decision regarding permanent employment. The Probation Review should be used for all new employees subject to a probationary period, regardless of their position or industry sector. It should contain detailed assessments of performance, behavior, and competencies, while ensuring compliance with Swiss data protection and employment laws. The document forms part of the employee's personnel file and can be crucial in supporting employment decisions.
Suggested Sections

1. Employee and Company Information: Basic details including employee name, position, department, supervisor, start date, and length of probation period

2. Review Period Details: Specific dates covered by the probation period and review date

3. Performance Criteria Assessment: Evaluation of key performance indicators, job-specific skills, and competencies

4. Behavioral Competencies: Assessment of work attitude, team collaboration, and adherence to company values

5. Goals Achievement: Review of objectives set at the start of employment and level of achievement

6. Overall Evaluation: Summary of performance and clear statement of whether probation period has been passed

7. Next Steps: Clear outline of the decision (confirmation of employment or termination) and any associated actions

Optional Sections

1. Development Areas: Specific areas identified for improvement - include if there are particular skills or competencies that need development

2. Training Completed: Overview of training programs completed during probation - include if relevant training was provided

3. Adjustment to Role: Comments on how well the employee has adapted to the position - include for complex roles or if adaptation was a specific concern

4. Salary Review: Any adjustments to compensation following successful probation - include if relevant to the employment agreement

Suggested Schedules

1. Performance Metrics Report: Detailed breakdown of performance against specific job-related KPIs

2. Training Record: List of completed training modules and results, if applicable

3. Initial Employment Terms: Reference copy of original employment terms and probation conditions

4. Goal Setting Document: Original objectives set at the start of employment

Authors

Alex Denne

Head of Growth (Open Source Law) @ ºÚÁÏÊÓÆµ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions
























Clauses




















Relevant Industries

Financial Services

Manufacturing

Technology

Healthcare

Retail

Professional Services

Education

Hospitality

Construction

Telecommunications

Pharmaceutical

Insurance

Non-Profit

Public Sector

Legal Services

Relevant Teams

Human Resources

People Operations

Personnel Administration

Employee Relations

Talent Management

Learning & Development

Legal

Compliance

Management

Relevant Roles

HR Manager

HR Director

Line Manager

Department Head

Team Leader

Supervisor

HR Business Partner

HR Coordinator

People Operations Manager

Talent Management Specialist

Personnel Administrator

Employee Relations Manager

HR Operations Manager

Chief Human Resources Officer

HR Generalist

Industries






Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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