Probation & Confirmation module

Key screens

1. 1

   See who is due

   In the sidebar, under People, click Probation & Confirmation. Choose how far ahead to look with Ending within: 30 days, 60 days or 90 days; overdue probations always show. Filter by department or search by name, code or manager. The counts show who is Overdue, who ends in the next 7 days, who is Waiting for review and whose Review in has arrived. Each row shows the manager, the end date (marked Extended after an extension), the days left and where the manager's review stands.

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2. 2

   Confirm someone

   Click Confirm on the row. The form shows the end date and the manager's rating and comment when they have sent the review. Leave Create confirmation letter ticked to save a letter to the person's documents with the company name, their designation and their join and confirmation dates. Add a note if you like and click Confirm: today becomes the confirmation date and the status moves from probation to confirmed.

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   Tip If the manager has not sent the review yet, the form warns you, but you can still confirm.

3. 3

   Ask the manager, or close the probation

   Click the three dots on the row. Request review sends the reporting manager a notification asking for the probation review; the row then says Waiting for manager, and Ask for the review again sends it again. A person without a reporting manager cannot be sent for review. Not confirmed ends the probation: choose End the employment (Terminated) or The person resigns (Resigned), give the reason and click Record outcome. The exit itself, such as the last day and the settlement, follows in your usual offboarding steps.

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4. 4

   Extend a probation

   In the row menu, click Extend probation. Choose Extend by, from 1 to 12 months. The form shows the new end date, counted from the current end date. Write the Reason and click Extend probation. The row is then marked Extended, with the number of extensions.

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