PERITUS EXIM PVT LTD

Probation Performance Review

Probation Form
Section A:To be filled by Reporting Manager

Section A: Personal details

Employee name Method Lushemeza Joining Date 06th November 2023

Designation Site Executive Cadre

accounts
Department Accounts Pay Scale

Reporting Manager Dharmendra Department Head Mr Ravi Agarwal

Agarwal
Employee Status Please select relevant category:
Full-time Regular
Contractual √
Temporary
Probation Due Date Probation Review meeting date

Type of Review
Employment Confirmation First Review √
*First Additional Review
* Performance Improvement Plan Review
YES/NO
Final Review

Section B: To be filled by Reporting Manager, Department Head & HR Head, whereever required

Section B: Performance Review

Please rate the employee's performance against the following competencies, concluding with the
overall rating for this Probation Review.

Ratings Description
Not relevant to the role -1, Below Expectations -2, Met Expectations- 3, Expectations met at high
standard – 4

1.) Personal Qualities

Sr. Competency: Competency Description Remarks by Rating Remarks by
No. Reporting By HR HR Head
Manager Head
i Task Closures Focuses on getting things finished, 3- I Received 2 Not received
capability persists until the job is completed timely reports
accounts
Reports Like

1
 Daily MIS and
Other accounts
work
Ii Communication Effectively communicates to provide 3- I am 3
/Interpersonal Skills information, clear and concise. comfortable
Demonstrates good manners and for talking and
politeness even in difficult situations understand our
communication
Iii Attendance &Time Adheres to the time-keeping and 3- whenever 3
Punctuality attendance; on-time for required we organize
meetings any Meetings,
he always
attends
meetings on
time and he
comes at office
on time as well
Iv Team Work Works co-operatively with others on 3- he is 3
the team. Supportive of other team supporting
members Person so we
done all
activity as a
team
V Creativity Bring innovative ideas 2- no any 3
Innovative
ideas I
received; he
focuses on His
Daily work only
Vi AdherencetoCompany Knowledge of all procedures and 3- yes, he has 3
policy policies required to do the job. good
Knowledge of
company
Procedures and
Policy
Vii Value Addition in Bring and implement new positive 2- no any 3
systemization ideas on Systemizing the things Innovative
ideas I
received; he
focuses on His
Daily work only
Viii Personal Habits Personal habits 3- his personal 3
Behaviour is
good in aspect
on duty and off
duty
3

2
ix Initiative and Adaptable to the requirements of 3- Currently he 3
openness to learning the post, shows commitment to the is Doing work
job Demonstrates willingness to as per JD but
learn he has good
Knowledge of
accounting
field so we can
expect more
3Ix Attention to Detail Thorough in completing a task with 3- Currently he 3
concern for all the areas involved is Doing work
Performs routine tasks with care as per JD but
and attention. and result is
satisfactory
X Awareness of Health Pays due care and attention to both 3- yes, he is 3
and Safety own and others safety aware about
his and office
staff health

2.) Role Specific

Please insert any additional goals/skills/competencies that are required of the candidate.
The comments box can include consistent highlights of performance, or persistent issues.

Role Specific Goal/Skills Reporting Manager Rating Department Head Comment

Comment by DH
Quality and accuracy of work Work done is accurate and 3 Good
qualitative.
Efficiency Efficient in work 3 Good
Cash Management Cash is Managed Well 3 Good
Book Keeping - Documents Book Keeping is Good 3 Good
Filing
MIS Management -Daily MIS is sent daily and with 3 Good
recording of all transaction
Store Keeper Store is Managed well 3 Good
Additional Quality 1
Additional Quality 2

To be filled by Department Head

3
 If any areas of performance, conduct or attendance require improvement please
provide details below
Work is performed well and open to learn. further have shown a positive attitude towards work

Summarise the employee’s performance and progress over the period

Performance is good for Mr Method and he has Progressed well over the period.
Petty cash, documentation, stocks are handled well

Is the employee’s appointment to be confirmed? YES

Section C: To be filled by reviewer

Section C: Overall Rating

Overall Rating Rating by HR Head Remarks By Head HR

Based on the ratings 3
above, please rate the
Employee’s overall
Rating

Section D: To be filled by HR Head

Section D: Formal Outcome

(i) Initial reviews

For the first or any of the additional reviews, please select one of the following outcomes:
I recommend that the staff member be recorded as satisfactory in this Initial Yes
Review.
I recommend that this probation should be further reviewed and a
Performance Improvement Plan be put in place.
I recommend that this probation period be extended
I recommend that this appointment should be terminated.
Please contact your HR Partner for further advice at this stage.

Length of the Probation extension (max 3

months):

New Probation Period completion date:

Department Head’s signature& Date:

4
(ii) Final Review Only
If this is the Final Probation review, please select one of the two final recommendations:

I recommend that the staff member be recorded as satisfactory in this final

review.
I recommend that this appointment should be terminated.
Please contact your HR Partner for further advice at this stage.

Section E: To be filled by Department Head

Section E: Poor Performance

If you have indicated one or more Ratings that are Below Expectations, please note the
agreed action plan to be taken to address and improve performance.
Department Head to give a short description of
the issues. Use Performance Improvement Plan
Attach A PIP (if required)
If additional meeting scheduled in relation to the
Performance Improvement Plan please specify
the agreed date:

Section F: To be signed by Reporting Manager, Department Head & HR Head

Section F: Concluding notes and sign-off

All participants are required to confirm completion of the review by dating and signing the form, and
may include their closing comments.
orting Manager’s Signature and Date :
Department Head’s Signature and Date:
HR Head’s Signature and Date:
CEO Signature and Date: