Probation Management

The Probation module tracks employees during their probationary period and manages the confirmation process.

Required Plan: Premium

Features

Probation Tracking

• Automatically track employees on probation based on their joining date
• Set probation duration per employee (typically 3-6 months)
• View probation end dates at a glance

Probation Status

Each employee on probation has a status:

• On Probation — Currently in probation period
• Extended — Probation period extended
• Confirmed — Successfully completed probation
• Terminated — Employment ended during probation

Confirmation Process

When probation period approaches completion:

1. HR receives notification of upcoming probation endings
2. Review employee performance during probation
3. Decide: Confirm, Extend, or Terminate
4. Update status with notes and effective date
5. Employee is notified of the decision

Viewing Probation Records

The Probation Management page shows:

• List of all employees on probation
• Probation start and expected end dates
• Current status
• Days remaining
• Actions (confirm, extend, terminate)

Filter by department, status, or date range to manage probation reviews efficiently.