View My Probation Reviews
  • 21 Feb 2023
  • 1 Minute to read
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View My Probation Reviews

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Article summary

All the probation meetings and forms are available in My Details > My Probation Reviews.

Note
By default, the availability to view probation reviews for the Employee role is hidden. This menu item can be enabled in the HR role in Settings > Settings and Configuration > System Settings > User Interface > Menu Items.

The first probation review stage is created as soon as on the employee card the On Probation check box is selected and the probation start date is specified. The next probation review stage (if it was configured in the probation review stage settings) is created automatically after the status of the probation review stage is set to Passed. The overdue probation reviews are marked with red. Go to the Closed tab to view the probation reviews history. To see the probation review meetings in a calendar view, click the View All Probation Reviews link.

Click View in the Details column to open the probation review form.

Click the Edit Item button to edit the form.

If a performance review type, performance review template, and performance review workflow were specified in probation review stage settings for a probation review stage, a performance review form is automatically generated by the LHR - Process Probation Reviews job along with a reminder when Current Date = Probation Review Meeting Date - Notice Period. This performance review form can be opened for filling in directly from the Open Probation Reviews page by clicking the generated View link in the Performance Review column.


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