Probationary Review Discussion and Documents
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Email: employeerelations@smu.edu
Call: 214-768-3311
Quick Links
- Completing the Probationary Review Form
- Probationary Review Discussion and Documents
- Performance Review Questions
- Causes of Performance Problems
- Employee Relations
- Progressive Discipline
Managerial Options During Probation:
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.