Probation Toolkit

Welcome to the University of Sheffield’s Probation Toolkit.

This toolkit should be read in conjunction with the University of Sheffield Probation Policy and Procedure.  Its navigation, has been designed to guide staff and managers through the organisation and management of probation, by providing a concise overview of what to expect and consider during probation at the University of Sheffield.

The toolkit will enable the user to dip into key information as the need arises whilst also providing links to relevant templates, flowcharts and additional sources of information. These tools can be found in the Probation Toolkit Index below.

Probation Toolkit Index

Introduction

Presentation: Introduction to Probation (Prezi)

1. Policy and Procedure

1.1 Probation Policy
1.2 Academic Probation Procedure
1.3 Roles and Responsibilities
1.4 Frequently Asked Questions (FAQs)

2. Process Overview

2.1 Flowchart: Overview
2.2 Summary of the Key Elements of Probation

3. New Appointment

3.1 Flowchart: Post Appointed

Induction
3.2 Checklist: Induction
3.3 Staff Induction Portal

Probation Plan
3.4 Guidance: How to set up a Probation Form for a new staff member
3.5 How to Guide: How to complete the Probation Plan
3.6 Guidance: A brief guide to setting smart objectives

Regular Review Meetings
3.7 Top Tips: Regular Probation Adviser/Probationer Review Meetings
3.8 Template: Regular Review Meeting Record

Faculty Probation Review Meetings
3.9 Example of Faculty Moderation Process

4. Annual Review

4.1 Flowchart: Annual Probation Review
4.2 Top Tips: Annual Probation Review (Probationer)
4.3 Top Tips: Annual Probation Review (Reviewer)
4.4 How to Guide: How to complete the Annual Probation Review Form
4.5 Flowchart: Potential Early Confirmation
4.6 Flowchart: Potential Non-Continuation/Dismissal

5. Final Review

5.1 Flowchart: Final Probation Review
5.2 Top Tips: Annual Probation Review (Probationer)
5.3 Top Tips: Annual Probation Review (Reviewer)
5.4 How to Guide: How to complete the Final Probation Review Form
5.5 Staff Review and Development Scheme (SRDS)

6. Performance Improvement

Informal Stage (Led by Probation Adviser)
6.1 Flowchart: Performance Improvement
6.2 Top Tips: Regular Probation Adviser/Probationer Review Meetings
6.3 Template: Regular Review Meeting Record

Formal Stage (Led by Head of Department)
6.4 Template: Performance Improvement Plan (PIP)
6.5 Template: Outcome of initial formal performance improvement meeting
6.6 Template: Invitation to Formal Performance Improvement Meeting
6.7 How to Guide: How to carry out a Formal Performance Improvement Meeting
6.8 Template: Formal Performance Improvement Review Meeting Record
6.9 Template: Outcome of formal performance improvement meeting letter

7. Appeal

Appeal against dismissal
7.1 Flowchart: Appeal

8. Sources of Support

8.1 Workplace Health and Wellbeing
8.2 Human Resources
8.3 Statute Section 6 (Academic Freedom)
8.4 Sheffield Academic
8.5 Learning and Teaching Services (LeTS)
8.6 Research and Innovation Services
8.7 Development Everywhere
8.8 Trade Unions