How to change the Probation status of Employees?

When a new employee joins the organization, they typically begin in a Probation status. This initial phase helps both the employee and employer assess fit and performance. The probation period usually ranges from 1 to 6 months.

In Keka, there are three ways to change an employee's probation status:

1. From the Employee’s Profile

1. Search for the employee using the Global Search

2. Go to the Job section of the employee’s profile

3. Find the In Probation? field and click the Edit icon

4. In the pop-up, select End Probation

5. Choose the Probation End Date and add a note

6. Click Update to save the changes

2. From the Org Section

1. Go to Org > Employees

2. Navigate to the Probation tab

3. In the In Probation section, search for the employee

4. Under Actions, click Options > Change Probation Status

5. Select End Probation and Confirm as Full-time Employee

6. Choose the End Date, add feedback, and click Submit

3. Through Bulk Import

1. Go to Org > Dashboard > Summary

2. Click Import Employee Job Details

3. Download the Excel Template

   • Choose All Employees or filter using Only Group

4. In the Excel sheet, update the Probation End Date and In Probation status

5. Save the file and return to Keka

6. Click Upload Excel File and select your file

7. Review the data and click Continue

8. If there are no errors, click Complete to finish the update