Documentation
v1.0.0 · Release preparation Requires EmployeeLifecycle module
Roles & permissions

admin · super admin · hr admin · hr manager · accounts · Human Resource manager · view probations. Availability depends on your company's configuration.

Probations

The Probations screen lists employees who are on a probation period. A probation review is created automatically when a new joiner is onboarded. From here you can extend a probation or confirm the employee as permanent.

Availability

The Employee Lifecycle area may not be turned on for your company yet. If you don't see it in your menu, it isn't enabled — check with your HR or IT team.

Steps

  1. In the left menu, open Employee Lifecycle and choose Probations.
  2. Use the search box or the All Statuses filter to narrow the list.
  3. Use the Actions buttons on a row to extend the probation or submit it for confirmation.

What you'll see

Each row shows:

  • Employee — the employee's name, photo and code.
  • Original End Date — when the probation was originally due to end.
  • Extended End Date — the new end date if the probation has been extended.
  • Status — Ongoing, Extended or Confirmed.
  • Reviewed By — who confirmed the employee, once confirmed.
  • Actions — buttons to extend or confirm, available until the employee is confirmed.

For the steps to extend or confirm, see Managing a probation.