How to add a Probation Policy and how to assign it to an employee?

A probation policy helps organizations assess an employee's performance during a specified period, ensuring they fit both culturally and competently. This policy is essential for evaluating new hires before confirming their permanent employment.

Table of content

• How to Create a Probation Policy
• Assigning it individually
• Assigning it in bulk

How to Create a Probation Policy

1. Go to Org in the left navigation pane.

2. Select Employees and click on the Probation tab.

3. Under Probation Policy, click + Create Probation Policy.

4. In the pop-up, fill in the following details:

   • Name of the policy

   • Description

   • Probation Period Duration (Days/Weeks/Months)

   • Maximum Extension (optional) — specify how many times probation can be extended, or enter 0 for no extensions allowed.

5. Click Save to create the policy.
   

Assigning Probation to Employees

1st Way: Assigning to a Single Employee Manually

1. Search for the employee's name using the Global Search Bar.

2. Go to the Job tab in the employee’s profile.

3. In the Job Details section, click the pen icon next to Date or Default Probation Policy.

   

• To update the probation end date, click the pen icon next to the Date, select the new date, and choose the probation status from the dropdown. Click Update to save.

• To assign the probation policy, click the pen icon next to Default Probation Policy, select the probation policy from the dropdown, add any comments, and click Update.