90-day review template

Check in with a new hire at the end of the first three months: what is going well, what to fix and whether the role fits.

Use it on screen
90-day review templateOnboardingPerformanceEmployee feedbackOutcome🗓️
How to use itSchedule it at hire, collect feedback from the trainer or lead, meet the employee, and agree goals for the next months.

Where the 90-day review template fits

The first 90 days decide a lot about whether a new hire stays. A structured review catches problems early and shows the employee that you care about their start.

Some companies call this an introductory period. Be careful with the word probation: in at-will states it does not create a right to dismiss freely, and in some contexts it may be read as a promise of job security after it ends.

16 items. Use it on screen, or print it and fill it in by hand.

Onboarding

Performance

Employee feedback

Outcome

Using the 90-day review template well

  1. Put the date in the calendar on day one.
  2. Ask the trainer for input.
  3. Ask open questions.
  4. Write goals the employee agrees with.
  5. Act on onboarding issues raised.

The 90-day review template in practice

At 90 days, a new warehouse picker meets the speed target on two of three zones. She says the training on the third zone was rushed; the lead schedules two shadow shifts, and a check-in is set for 30 days later.

Why keep a 90-day review

The first three months are when a mismatch between the role and the hire is cheapest to correct, either with targeted training or an honest decision. A dated record of what was reviewed and agreed also shows that the new hire was told about expectations and given support, which matters if the employment later ends.

Sample 90-day review, filled in

New hire Kenji, line technician, Riverbend Bike Works, Boise
Training completed Tune-up and flat repair modules; wheel truing still in progress
Core tasks done independently Basic tune-ups, tube swaps, customer intake
Feedback from lead Fast and careful; needs to log parts used on every ticket
Employee feedback Weekend volume harder than expected; would like truing practice
Goals for next 90 days True wheels solo; log parts on 100% of tickets
Next check-in Day 120

The sample splits training into done and still in progress, so the goal for the next 90 days follows directly from the one module that is unfinished.

Pitfalls to watch for

Adjusting the 90-day review for your team

High-volume hourly hiringHold a quick 30-day touchpoint as well, since many early quits happen before the third month.
Skilled trades apprenticesTie the review to a checklist of tasks signed off by the journeyman, so progress is measured by skills, not impressions.
From the fieldAsk the new hire to name one thing they would change about their first week. The answer is often the cheapest onboarding fix you will ever get.

Questions about the 90-day review

Why 90 days?

Long enough to see real work, short enough to fix problems.

Is it a probation period?

Wording matters; get advice on how you describe it.

Who attends?

The employee and manager; the trainer can give input.

What if the hire is not working out?

Document the issues and follow your process.

What questions should I ask a new hire at 90 days?

Ask which tasks they can now do without help, which ones still feel shaky, and whether the job matches what was described in the interview. The last question often reveals a mismatch in hours or duties early enough to fix it. Also ask whether their systems logins and training modules all work, since access gaps are common at this stage.

Should a 90-day review include a pay increase?

Only if your offer letter or policy promised one at that point. If it did, record the new rate and effective date on the outcome section so payroll can act on it. If it did not, avoid hinting at one during the meeting, because new hires tend to remember those hints as commitments.

Related resources

More for the same job

Useful next steps

Less chasing, more doing

Once the 90-day review template is in place, the next question is usually about shifts and hours. Book a demo to see how EZTime handles scheduling and time tracking.

Disclaimer: This template is general information, not legal advice. Employment rules differ by state and city and change over time. Have a qualified employment attorney or HR professional review it before you use it.