Employee Probation Management

Permissions: Managers and above

Probation periods as well as probation outcomes can now be recorded on the employees profile.

Settings

Can be defined in the Company Settings. Read following article for more details;

Management settings - Company settings - Onboarding

Employee Invite

When inviting new employees to onboard, the probation period can be defined. Probation can be turned off if not required. Please see screenshot below;

Employee Probation Tracking

• Navigate to Management> Employees
• Open the employee requiring updating
• Select Employment Status tab
• Probation History will appear

From here, the probation status can be updated depending on the results of the employee probation.

If the employee Passed probation;

• Select Outcome as Passed
• Add Review Notes
• Add Attachment (if required)

If the employees probation was Extended;

• Select Outcome as Extended
• Complete new probation date
• Add Review Notes
• Add Attachment (if required)

If the employee Failed probation;

• Select Outcome as Failed**
• Add Review Notes
• Add Attachment (if required)

**Please note that marking probation as Failed will not have any impact on the employee's employment status. If a failed probation period is cause for termination, termination process will still need to be completed in addition.

Employee Probation Reporting

• Navigate to Management> Reporting> Employee
• Select Employee Probation Report
• Update Ends on or before date