Probationary Review Discussion and Documents

Regular meetings and a summary discussion of the probationary period should be scheduled with the new employee. If desired, the manager may ask the employee to complete a self review for discussion purposes, however, Human Resources no longer requires that a self-review form be submitted from the employee. Managers should retain copies of any self-review documentation provided by the employee in their departmental employee files. Supervisors will provide their feedback via the online form only. A paper review form from the supervisor is no longer required by Human Resources.

Additional Documents

Managers should also collect and retain the printed certificates of completion for all required tutorials:

Required Training:

  • "Harassment and Discrimination Prevention":  the appropriate version for manager or employee will be assigned
  • "Data Security and Privacy"
  • "SMU Program for the Protection of Minors": recognizing and reporting child abuse

Training Assigned based on role of employment:

  • "Clery Act Basics"
  • "FERPA"  a request is sent by the manager to the OIT Help Desk to assign this training
  • "HIPPA"

Additionally training may be assigned by the Office of Risk Management via their vendor Safety Skills.  Contact ORM with questions.