How to set up and manage probation details | HR Systems

1. Record Probation Details

Navigation: People Management > Employees > View > Employee Search > (Locate individual) > View

Click on Probation Details from the staff record menu.
View the contracts held for this individual by clicking on the drop-down next to their job title.
- Note: The individual may have more than one active appointment within your department.
Select the appointment to which you wish to add the probation details, with a single click.
Complete the fields as below:

Field	Instruction
Probation Expiry Date	Enter the date probation is due to end, eg 6 months after start date.
Review Date 1 and 2	Enter the date(s) of mid-probation review(s) as required.

Click SAVE.

2. Amend Probation Details

Navigation: People Management > Employees > View > Employee Search > (Locate individual) > View

Follow the steps from the above section Record Probation Details.
Depending on the situation, complete the following details as applicable:

Field name	Instructions
Probation Expiry Date	Update if required.
Review Date 1 and 2Review Date 1 and 2	Update if required.
Probation Extension Date	Enter revised end date if probation is extended.
Extension Reason	Select relevant reason and add comments, as appropriate
Probation Completion Date	Enter date probation completed.

Click SAVE

3. Next steps