2025 Tracking Probation Periods in Roubler

Permissions required: Managers and above

You can now track employee probation periods and outcomes directly from the employee profile. This feature helps manage onboarding processes more effectively and keeps a clear history of probation status updates.

1. Setting Up Probation Defaults

To define default probation settings:

1. Go to Management > Settings > Company Settings.

2. Select the Onboarding tab.

3. Set your default probation period and choose whether probation should be automatically enabled for new employees.

2. Defining Probation Period During Employee Onboarding

When inviting a new employee:

1. Navigate to Management > Employees > Add Employee.

2. Fill out employee details and scroll to the probation section.

3. Enable or disable probation as needed.

4. If enabled, define the probation length (e.g., 3 months).

3. Updating Probation Status

Once an employee is onboarded, you can update their probation outcome:

1. Go to Management > Employees.

2. Select the relevant employee.

3. Open the Employment Status tab.

4. In the Probation History section, choose an outcome:

If Passed:

• Select Outcome: Passed.

• Add review notes and any supporting attachments.

If Extended:

• Select Outcome: Extended.

• Set a new probation end date.

• Add review notes and attachments.

If Failed:

• Select Outcome: Failed.

• Add review notes and attachments.

Important: Marking a probation outcome as Failed does not automatically terminate the employee. You will need to complete a separate termination process if applicable.

4. Probation Reporting

You can view upcoming and pending probation outcomes using the Employee Probation Report.

To run this report:

1. Navigate to Management > Reporting > Employee.

2. Select Employee Probation Report.

3. Use the filter to update the “Ends on or before” date to see employees approaching probation review.

Dashboard Criteria (for quick view):

• Employee has probation status = pending.

• Probation end date is within 60 days of today.

• Employee is active and visible.

• Casual employees may still appear if default probation is set in Company Settings.

• Switching employment types has no impact.

• Archived profiles are included as their status remains Active.