There are two ways to set a trial period for an employee, depending on whether the employee is already created in the platform or is being newly added.

1. For Existing Employees

To set a trial period for an employee who is already on the platform:

1. Go to the sidebar and click on Organization
2. Locate and click on the profile of the employee you want to update
3. Navigate to the Contracts tab
4. Click on three dots and Fix Contract Conditions
5. In the contract edit view, you’ll find a section called Trial Period
6. Set the End Date for the trial period
7. Save the changes

2. When Adding a New Employee

To set a trial period while creating a new employee:

1. Go to the sidebar and click on Organization
2. Click on Add Employee
3. A pop-up window will appear where you can fill in the new employee’s information
4. In the Agreement Information section, you’ll find the option to mark whether the employee has a trial period
5. If applicable, enable the option and enter the Trial Period End Date
6. Complete the rest of the form and click Save to add the employee

How to Set Up Custom Notifications for the End of a Trial Period

You can set up custom notifications to alert the appropriate person when an employee’s trial period is about to end. This allows time to make any necessary changes to the employee’s contract before the trial period finishes.

1. In the sidebar, go to Settings
2. Scroll down and click on Advanced Configuration, then select Custom Notifications
3. Click Create New Workflow
   1. Enter a Workflow Name
   2. Under the trigger type, select Based on a Date (before or after an event)
   3. Click Save
4. Configure the Trigger Condition
   1. In the dropdown for the newly created condition, set the Subject to Contract
   2. Set the Field to End of the Trial Period
   3. Define when the notification should be triggered — for example, 5 days before the trial period ends
5. Add an Action. Click Add Action and select Send Custom Message
   1. Choose the recipient of the message
   2. Write the custom message to be sent
6. Enable the Workflow