⚠️ Available with any of the following subscriptions: Standard or Professional packages
A probation policy is a named probation length in months. You create it once in Settings and then choose it on an employee's work status, and PeopleForce calculates the date their probation ends.
Take a moment to watch our video guide
Take a moment to watch our video guide
Create a probation policy
Create a probation policy
Go to Settings → Probation policies.
Click Add.
Enter a Name (for example, Standard probation) and set the Length in months (minimum 1).
Click Save.
To edit or delete a policy, use the ⋯ menu next to it. Deleting a policy doesn't change probation end dates that were already calculated for employees.
Assign a probation policy when creating a new employee
Assign a probation policy when creating a new employee
If your new hire form includes the Probation policy field, choose a policy when you add an employee via People → New hire. The employee is created with the probation end date already calculated.
Assign a probation policy from an employee profile
Assign a probation policy from an employee profile
Open the employee's profile and go to the Job tab.
In the Work status card, click Add.
Set Effective from and, if needed, Work type and Work pattern.
In Probation policy, choose the policy you created.
Click Save.
The probation end date is calculated from the later of the employee's start date and the Effective from date, plus the policy length. It appears in the Work status card and as a yellow badge on the employee's profile.
Change the end date of the probation period
Change the end date of the probation period
Once a work status record is saved, its probation policy can't be changed. Instead, you edit the probation end date directly.
On the Job tab, click the table icon in the Work status card (Show work status).
Open the ⋯ menu next to the record and click Edit.
Change the Probation ends on date and click Save.
Tip: to end a probation early, clear the Probation ends on field and save. The employee immediately stops being counted as on probation.
Track all employees on probation
Track all employees on probation
Go to People and click the On probation card. It shows how many employees are currently on probation and opens the full list.
The Probation list shows each employee's probation end date and manager, with the nearest end date first. You can filter the list and export it to Excel or CSV from the ⋯ menu.
The probation end date is also used across PeopleForce: in the company calendar, in the Probation ends alert, as the End of probation period trigger for workflows, and in leave policies with Restrict requests on probation enabled.
Afraid of missing the end of your employees' probationary period? Set up an additional notification about it! Information on setting up notifications can be found here.