Set up custom notifications to get reminded when an employee’s probation period is ending, helping you stay organized and on top of your tasks.

 

The employee must have a probation period saved in their contract. Learn more about contracts here.

 

 

 

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

 

 

Configure the notifications

1. Create the Custom Notifications

1. On your sidebar, click on Settings
2. Scroll down and click Custom Notification
3. Press +New custom notification button on the top right
4. Add the title, select Based on a date, and click Before or after an event
5. Save

2. Configure the custom notification

1. Click the narrow arrow '>' to open the Condition of the trigger
2. Set the Subject input as Contract
3. The Field input as Probation period ending date
4. Decide when the trigger will be activated — for example, 5 days before the trial period ends

 

 

3. Configure the action when the notification is triggered

1. Press the (+) button
2. Select Action then Send custom email to
3. Press Add block
4. Fill in the information for the custom email
5. Press Save changes