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Setting up Probation for an Employee

Set up Employee Probation Periods and view in Calendar

Matthew Calleja avatar
Written by Matthew Calleja
Updated over a year ago

Overview

Employees can have probation periods as part of their contract. A probation period spans from the start of employment to a set end date, determined by the employer.

Setting up the probation period

  1. The probation period end date is configured from Hr > Main > Employees.

  2. Double-click (or select and click Edit) on the employee that you wish to set the probation period for.

  3. Enter the end date in the Probation Period End Date field, under the Employment Details section.

  4. Save your changes by hitting Enter, or clicking Save.

The date will then be included in the Probation Period system calendar, which can be viewed in HR > Main > Calendar.

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