How to initiate confirmation for regular employees?

·       When an employee is onboarded, the employee enters into the probation stage, where he/she will be trained, and the performance will be assessed. The following sections deal with the confirmation of such an employee who satisfied the performance requirements as shown below.

·        Please navigate through the following,

                             Home >> Emp. Mang. >> Probation >> Select the Candidate >> Actions.

·        Please note, in Emp. Mang. >> Probation, when an employee is on probation, the status is shown as ‘In Probation.’

·        In actions, select Initiate, which pops out a window to submit the questionnaire. Fill all the fields as shown,

   

    

                                                                                                 

Field Name	Example	Description
Probation Confirmation Date (To be confirmed on) *	30 Nov, 2022	The Due date is prefilled based on the duration set by the admin for this band. But HR can set any date on which the employee is confirmed as a regular employee.
Revised CTC (Annually)	1,200,000	Enter the revised CTC (annually) on confirming the probation
Revised CTC (Monthly)	100,000	The Monthly revised CTC will be auto-calculated
Upload Documents	--	Upload any document related to the employee. It can be a supporting document for the probation initiation of the candidate since this goes for approval.
Reasons	The employee performance is good and is recommended for confirmation.	Enter the reason for initiating the process of confirming the employee as a regular employee.
Questions	--	Answer the Questionnaire created by the admin for HR and RM.

 

·       

   After entering all the details and answering the questionnaire, click on Initiate to start the process, upon which the candidate’s status changes to ‘In Progress’ since an approval flow is attached.

·        After the employee in the ‘approval flow’ accepts the request, the status of the employee changes to ‘Confirmed.’

• Related Articles

• How to generate probation confirmation letter?

  A letter is auto-generated under two scenarios: a) When an employee is confirmed as a regular employee b) Probation duration is extended To view the letter, please navigate through the following steps: Probation >> Total Employees >> Select the ...

• How to upload probation details in bulk?

  HR Login>> Employee Management>> Onboarding>> Bulk Uploads>> Upload in Bulk>> Upload probation details Go to bulk uploads and to download the excel sheet, click on download An excel sheet with two sheets included, 1. Employee Probation details: Here ...

• 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.

• How to modify the probation due date of an employee?

  The due date of an employee on probation can be modified as below. Probation >> Total Employees >> Select the Candidate >> View Details Edit: Set the present or any future date as the Confirmation date

• 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 ...