This article guides you on how to enter and monitor your collaborators' probation periods.
Contents
Resources > Resource card> Administrative tab > resource's contract card
When a new resource comes into your workforce, you can add a probation period.
For that, all you need to do is go to their contract then click on the Add a probation period option.
In order to minimize errors in the end dates of the probationary period, this input assistance allows you to select and apply:
- the duration of the probation period,
- the duration of the probation period's renewal.
Good to know
You will be alerted 30 days before the end of a probationary period.
To disable the alert, you have several options: (If necessary, we invite you to go to the relevant section.)
- renewing a probation period
- refusing a probation period
- approving a probation period
If you wish to edit the timing of this alert, please refer to the tutorial Configuring and using alerts.
By default, 30 days before the end of the probation period, you will be notified, in your dashboard, that a probation period is approaching expiration.
If the first probation period (PP1) is renewed, you only need to change its state.
Good to know
In the case of a renewal, the alert of the first probation period (PP1) will no longer be displayed and will be applied to the date of the second probation period (PP2).
Two scenarios may occur.
Approving the first probation period (PP1)
If you wish to approve your employee before or at the end of their first probation period, simply change the state of their probation period to indicate that it is Approved.
Good to know
The alerts associated with the probation periods will be deactivated.
Approving the second probation period (PP2)
If you have renewed the first probation period and wish to approve it, simply change the state of the probation period to Renewed - Approved.
Good to know
In case you approved the second probation period (PP2), the alert associated to that probation period will be deactivated.
If you wish to end a probation period, two scenarios might occur:
Refusing the first probation period (PP1)
If you wish to end the first probation period, simply change the state of the probationary period to indicate that it was Refused.
A pop-up window appears for you to enter the end date of the contract and the associated reason.
If necessary
If you wish to add or edit the list of reasons for ending a contract, simply go to the Administration > Global Settings > HR data tab.
Refusing the second probation period (PP2)
If you wish to end the second probation period, simply change the state of the probation period to Renewed - Refused.
A pop-up window appears for you to enter the end date of the contract and the associated reason.
If a consultant requests an absence during their probation period, will it change the end date of the probation period?
No, it will not update the end date of a probation period. You will need to edit that date manually, if necessary.
Can I customize the duration of probation periods?
The default setting is 4 months and renewable.
If you wish to change that, you can do so manually.
How can I delete a probation period?
To delete a probationary period, you need to remove the date entered in the 1st probation period.
I made a mistake with the contract's start date, how can I reopen the input assistance for probation periods?
To reopen the assistance window, simply delete the first probation period.
We hope that this tutorial has been of any help and we invite you to let us know by voting in the dedicated section below.
If you still have any questions, feel free to get in touch with our Support team :
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