As the employee’s Line Manager you are responsible for ensuring that the following Probationary Period Procedure is followed.
- Contracts of Employment with the CISI are issued subject to the satisfactory completion of a probationary period (UK - usually three months or six months for senior jobs / Sri Lanka – 6 months).
- During the probationary period all aspects of the employee’s performance should be monitored. There should be regular discussions regarding their progress.
End of probation
- You should meet with the employee before the end of their probationary period, for a formal End of Probation Review meeting. This is to ensure that the induction programme has been completed (see Induction Procedure) and to review the probationary period.
- After the meeting you need to complete the form on the HR Portal with your recommendation and confirm you have discussed with their Director / Assistant Director for authorisation. When you submit the form it is sent to HR for approval.
- A formal letter will be sent to the employee, by HR, confirming their appointment and informing them of the benefits they are now eligible to receive. If relevant they will also receive a letter confirming their level of financial expenditure authority.
Where there are concerns
- If the employee is not performing their job at the required standard or you have any concerns regarding their performance, ability or their probation period, their Director and the Head of HR should be contacted before the meeting takes place, as this must be dealt with before the end of their probationary period.
- The options are:
- their probationary period can be extended to allow the employee a longer trial period
- their appointment will not be confirmed and their employment will be terminated
the form in the HR Portal should be completed giving the reasons for the decision
- If the decision is to terminate the employee’s employment, there is a formal process to follow and a formal meeting should be held to inform the person. They may be asked to work their notice period (usually one week).
- During the probationary period, the CISI’S full disciplinary policy will not apply.
Please note,the HR team are available to provide advice and support and should be kept informed at all stages of the probationary period.