How to set employees’ probationary period?

Be aware of when your employees' probationary periods end by creating an end-of-term reminder to never miss them.

In order to add the probationary period, you should:

1. Create a Custom Field

  1. On your sidebar, click on Settings.
  2. Click on Customization
  3. Head to Custom Fields
  4. Press Add custom field and add a new custom field called Trial Period
  5. Press Create custom field

2. Fill in the Trial period field in the employee's profile

  1. On your sidebar, click on Employees.
  2. Open an employee profile
  3. Go to the custom field and add a trial period
  4. Press Submit

3. Create the 2 Workflows (3 months & 6 months).

  1. On your sidebar, click on Settings.
  2. Go to Workflows
  3. Press +Add workflow
  4. Add the information
  5. Press Create workflow automation
  1. Once created, fill in: Subject, Field, When, X
  2. Press the (+) button
  3. Add the information
  4. Press Add block
  5. Fill in the information
  6. Press Save changes

Make sure that the contract start date is set! As the trial period will be counted from this start date.


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