In Keka, you can automate the triggering of a Probation Feedback form to selected reviewers—and optionally to the employee themselves—a few days before the probation end date. This allows you to gather feedback before confirming or ending the probation.
Steps to Set the Trigger for Probation Feedback:
Go to Org and select Employees
Navigate to the Probation tab
Under Probation Policy, select the probation policy you want to update
Click the edit (pencil) icon next to the Probation section
In the popup window, locate the field:
"Automatically trigger probation evaluation process ___ days before probation end date of an employee"Enter the number of days before the probation end date when the feedback form should be sent
Click Save to Update the changes
By updating this setting, you ensure timely feedback collection, helping managers and HR make informed decisions about confirming or extending an employee’s probation.
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