Notes on Probation

Probation in myhrtoolkit

myhrtoolkit supports the assignment of a ‘probationary’ period to a new employee. This is initially set during on the second page of the New Employee Wizard.

 

Details of the probationary period are shown towards the right hand side of the Employee Files Summary for the user.

 

A probationary period can be amended, or a new one added (for instance, after a promotion), by using the links given.

The update page is very similar to the New Employee Wizard. During an update, notification details can be set as well as expiry date. The notifications can be set to appear at various time periods to allow further administration to happen at the correct time (changes to salary, holiday, etc.). These are confirmed after the update.

 

Reporting

myhrtoolkit provides a simple report detailing the probation periods set for employees, whether they have expired, etc.
It can be found at Management toolbar > Reports > performance management > probation. As with many myhrtoolkit reports, an option to export to Excel is available.