How to configure the probation duration settings?

·     The probation duration varies across organizations, entities, and bands and the following section deals with the configuration of default duration settings and later modify them as required for each band.

·        Please navigate through the following steps,

   Navigation:

       Home >> Probation >> Duration >> + Add New

Field Name	Example	Description
Organization Name	Anup Fashion	Predefined
Entity Name	Anup Swadeshi Pvt Ltd
Duration details	Probation Confirmation Letter	Give a title to the letter
Select Templates	--	Select the Questionnaire for probation confirmation (end of probation period) and extend the duration.
Auto-Confirm Probation	Yes/No	If yes, the employee will become a permanent employee as soon as the duration of probation is completed without any approvals.
Include Assessment	Yes / NO	If Yes, RM can review the candidate’s performance periodically through assessment.

 

·        At this stage, if Include Assessment is chosen as Yes, then it is necessary to add the reviews. To add reviews, click on Add Review.

                                                                                   

·        Upon clicking on Add Review, fill in the details as shown. Please note when the reviews are created, it is asked to mark one of the reviews as an extended review. This extended review will be active when a candidate is on probation extended period. The extended review helps the RM to review the employee who is in the probation extension period.

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• How to modify the default settings of each band?

  · The setting configured previously applies to all these bands as default. But based on the company’s policy, the probation duration may not be the same across all bands. In such case, the probation duration can be modified for each band as shown, ...

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  Home >> Probation >> Duration >>Update · Go to Duration page and click on Actions and update · After clicking on update HR can change the probation duration details

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  In probation, if the HR or the RM feels the need for an employee to be trained further or improve his performance, the probation duration can be extended. This gives the time to train and improve. Please note: The maximum allowed extension period is ...

• Where can I map the Probation letter template and authorized signatory?

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• How to review the probation employees?

  HR Screen Path: HR Login à Employee Management à Probation Click on view details of any employee who is in probation period Here the reviews will be triggered depending on the configurations made in the admin settings.