Division of Human Resources

University of Pennsylvania
Introductory Period Review Process

All new regular staff members are subject to an Introductory Period during the first four months of employment. The introductory period may be extended, up to an additional eight months, after consultation with the Division of Human Resources/Staff and Labor Relations. The purpose of the Introductory Period is to determine if the new staff member meets the performance expectations for the position and if continued employment is warranted. The Introductory Period Review Process was revised on January 1, 2000 to:

  • enhance the newly hired staff member’s understanding of the performance expectations required for their positions
  • enhance the newly hired staff member’s understanding of the criteria to be used for assessing their performance
  • make it easier for supervisors to assess staff performance against clearly defined and measurable expectations outlined during the first week of employment.

Any questions regarding the Introductory Period can be directed to Staff and Labor Relations at 898-6093 or by e-mail to .

Forms and materials used in the Introductory Review Process are listed below along with brief descriptions:

Introductory Period Performance Plan
This form is completed by the supervisor or manager. Written performance expectations and the job description should be shared with the staff member within the first week of employment. The written performance expectations can be communicated to the staff member by completing the Goal/Project/Responsibility section of the Introductory Period 
Performance Plan. After discussing the performance expectations and job description with the staff member during the first week of employment, the supervisor and staff member should date and initial the Introductory Period Performance Plan to verify that performance expectations have been shared with the staff member. Before the end 
of the Introductory Period, the supervisor should assess the staff member’s overall performance by completing and sharing with the staff member the Introductory Period Performance Plan.

Guidelines for Supervisors
These guidelines outline the steps supervisors should follow during the staff member’s introductory period.

Supervisor’s/Manager’s Checklist for New Staff Members
This comprehensive checklist is designed to assist supervisors and managers through each phase of the introductory period and new staff member orientation process.

Introductory Period Policy (618)
For all new regular staff members, the Introductory Period consists of the first four months of employment at the University. This period may be extended with prior approval from Staff and Labor Relations.

Division of Human Resources/Staff and Labor Relations Contact List
If you have any questions regarding the Introductory Period Review Process, please contact the Staff and Labor Relations contact person assigned to your school or center. If you are unable to reach the contact person for your area, please call Staff and Labor Relations at 898-6093 or e-mail us at .