Probationary Period Follow-up & Performance Review Meeting – HR and Excel | Word/PDF

Probationary Employment Follow-up & Performance Review – HR templates for private employers in Sweden. A structured document package for following up on job duties, induction, concrete work results, and improvement measures during an already agreed probationary employment. Includes editable Word templates, searchable PDF files, and an Excel register with nine tabs. The product is not a probationary employment agreement, a notice of termination, or an automated employment decision.

All Files

What Does Excel Contain?

Nine tabs: Overview, Employment, Meetings, Assessments, Measures, Deadline Check, Communication, Handover, and Read Me. Nine tested formulas compile registered and ongoing cases, actually completed meetings, reviewed materials, registered and verified measures, manually checked legal issues, sent communication, and verified handovers. The register rows are empty upon delivery. No macros, email sending, automated personal assessment, or calculated LAS deadlines are included. Excel does not automatically determine whether a probationary employment has transitioned to permanent employment.

Usage – Step by Step

1. Review the employment agreement, agreed probationary period, applicable collective agreement, and authorized employer representative.
2. Document objective work results and give the employee the opportunity to provide their own views.
3. Decide which instructions and support measures are actually to be implemented and checked.
4. Follow up on measures against work-related goals, not against irrelevant or sensitive private circumstances.
5. Let an authorized person check current rules and dates according to LAS Sections 6 and 31, collective agreements, and individual circumstances.
6. Handle any decision to terminate or end the probationary employment in a separate, legally correct procedure.

Important Legal Prerequisites

LAS Section 6: the general rule is probationary employment for up to six months. If no relevant notice is given by the end of the probationary period at the latest, the probationary employment transitions to permanent employment according to the provision. LAS Section 31: the employer must normally notify the employee at least two weeks before termination or termination without transition, and in the case of union organization, notify the local organization. Collective agreements and actual dates must be checked. See the Employment Protection Act and Verksamt. The documents are not formal notices or warnings.

Discrimination and personal data: the prohibition of discrimination also applies to probationary employees, and parental leave or pregnancy may not form the basis for unlawful disadvantage. Read DO's guidance. According to IMY, employers should only process necessary, proportionate, and correct personnel data. Use neutral case IDs in Excel; store personnel files in access-protected systems.

Frequently Asked Questions

Is a follow-up meeting mandatory under LAS?

There is no general obligation to use this specific standard form. Local routines or collective agreements may have additional requirements.

Can I terminate the probationary employment by signing the assessment form?

No. A meeting or assessment acknowledgment is not a notice of termination and does not replace LAS Section 31.

Does Excel calculate the correct final date?

No. Contract terms, collective agreements, and actual circumstances must be assessed manually.

Can I write about health or family circumstances in the assessment?

This package is intended for objective work-related tasks. Sensitive private information should not be entered into the shared workbook.

Are there English work templates and fillable PDF files?

No. The English guide provides instructions, the main templates are in Swedish, and the PDF versions lack interactive form fields.

Related Products

Learn more about the difference between assessment material and formal notices in the guide on when probationary employment ends. The assessment protocol does not replace a notice of termination.

For the original employment agreement, see Probationary Employment Agreement. For separate formal handling, see Notice of Termination of Probationary Employment. This product does not replace either of these.

Version and Source Control

Version 1.0, 2026-11-01. AI-assisted check against Riksdagen, IMY, DO, and Verksamt. No documented independent external legal review has been performed. The finished ZIP is manually connected to Shopify Digital Products before any publication.