Parties
Identify the employer legal entity and the employee by full legal name, including business address and the employee’s primary work location to avoid ambiguity about applicable law or jurisdiction.
A written probationary contract reduces ambiguity about expectations, helps standardize performance reviews, and documents grounds for termination during the trial period. It supports consistent HR decision‑making and can reduce litigation risk when terms are objective and compliant with state and federal employment laws.
Human resources, hiring managers, corporate counsel, and small business owners commonly prepare and issue probationary contracts to new hires.
Use a template reviewed by HR and legal to ensure consistency with state labor law and company policy.
Identify the employer legal entity and the employee by full legal name, including business address and the employee’s primary work location to avoid ambiguity about applicable law or jurisdiction.
State the exact probationary period length and effective start and end dates; indicate whether time counts in calendar days or business days and whether extensions are permitted and under what conditions.
Describe primary job duties, reporting structure, expected performance metrics, and any role‑specific targets that will be used in the midpoint or final evaluation.
Specify wage or salary, pay schedule, and any temporary adjustments during probation, plus whether benefits, PTO, or bonuses are available during the period.
Define objective review points, who conducts evaluations, the criteria for satisfactory performance, and documentation required to support conversion to regular status.
State termination rights, notice requirements, severance (if any), and whether termination for cause differs during the probation period from post‑probation termination.
| Field | Configuration |
|---|---|
| Authentication Method | Email link with optional SMS code |
| Signature Type | Typed or drawn e‑signature accepted |
| Expiration | Set a 30‑ to 90‑day signing expiry |
| Audit Trail Retention | Retain timestamp and IP metadata |
Choose a platform that supports common file types and integrates with existing HR or document storage systems.
Confirm the solution preserves the audit trail, supports record export, and meets any industry compliance needs before execution.
Enter exact period (e.g., 90 days) in the contract
Schedule a performance review at the halfway mark
Record the date when benefits begin or are suspended
Retain I‑9 three years after hire or one year after termination (8 CFR §274a.2)
Keep employment records at least three years (IRC §6501(a) reference)
Contract executed and effective date established
Onboarding and initial training completed
Formal performance assessment recorded
Decision documented and communicated in writing
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7‑day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |