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Probation and confirmation feature

Manager probation review

HR should not confirm someone the manager has doubts about, and the manager should not need a long form to say so. In ZeniaHR the manager rates each team member on probation from 1 to 5, Poor to Outstanding, with a short comment on what went well, what to improve and whether they recommend confirmation. The review goes straight to HR and the company head and shows in the probation queue next to the end date.

How it works

  1. People on probation appear under Probation reviews in the manager's My Team when HR requests a review, or when the end date is within 30 days or within the reminder window if that is longer.
  2. HR can press Request review on any row. The manager gets a high-priority notification asking for a 1 to 5 rating with a comment.
  3. The manager picks 1 Poor, 2 Needs improvement, 3 Meets expectations, 4 Exceeds expectations or 5 Outstanding, and writes the comment.
  4. Submit review sends the rating to HR and the company head in a notification. The manager can update it later.
  5. The probation queue shows the rating out of 5 on the person's row, and the Confirm dialog shows the rating and the comment.

What you can set

Why a short, structured review works

Long probation forms go unanswered. A manager with twelve people in the team will happily tap a rating and write two lines, and will ignore a four-page appraisal. A 1 to 5 scale with fixed labels also makes ratings comparable across teams, so HR can see when one department confirms everyone at 5 and another rates everyone 3. The comment carries the evidence HR needs if a decision is questioned later, and it stays in the person's probation history.

Worked example: one team lead, three probationers

Priyanka leads a customer support team in Gurugram with three agents on probation: Arjun, ending on 15 October 2026, Neelam, ending on 30 October, and Kabir, ending on 20 November. On 1 October her My Team shows Arjun and Neelam under Probation reviews, since both end within 30 days. Kabir, 50 days away, is not listed until HR presses Request review for him that afternoon.

She rates Arjun 4, Exceeds expectations, writing handles escalations calmly, recommend confirmation. She rates Neelam 2, Needs improvement, writing misses quality targets, suggest two more months. HR confirms Arjun on 15 October and extends Neelam by 2 months, with Priyanka's comment as the recorded reason.

Getting comments HR can use

The comment box prompts for three things: what went well, what to improve, and whether the manager recommends confirmation. Ask managers to answer all three, with one example each. Discourage one-word comments such as good. Managers with large teams should clear their Probation reviews list weekly from the app, before the reminder turns into an overdue row in HR's queue.

See manager probation review in a demo

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Frequently asked questions

What is a probation review?

A probation review is the manager's assessment of a new employee near the end of probation, used to decide whether to confirm, extend or end the employment. In ZeniaHR it is a rating from 1 to 5 with a comment, given in My Team and read by HR before confirmation.

Who submits a probation review in ZeniaHR?

The employee's reporting manager, from My Team on the web or in the app. A review request needs a manager to go to, so if the employee has no reporting manager on record, HR adds one on the employee record first. Keeping reporting lines current avoids that delay.

Is a manager review required before confirmation?

It depends on the setting confirmation needs the manager's probation review in the work terms policy, which is yes in the recommended values. When it is on, automatic confirmation waits for the review, and HR confirming by hand without it sees a warning but can still go ahead.