Employee Probation Confirmation / Extension

Employee Probation Confirmation / Extension

ADMIN HELP CENTER · ORGANIZATION DASHBOARD

My Team Updates

Stay on top of probation milestones for your team. See who's nearing the end of their probationary period and take action — confirm, extend, or keep records current — in one place.

This section gives managers and HR teams real-time visibility into team members whose probation periods are coming to an end, along with the quick actions needed to move each person to the next step.

What You Can Do Here

🔔
Probation End Alerts

See employees approaching the end of their probationary period so you can plan confirmations or extensions on time.

Update Confirmation Status

Confirm a successful probation directly from the dashboard. The employee's status is instantly updated to permanent.

📅
Extend Probation

Need more time? Set a new probation end date — the updated timeline is recorded against the employee profile automatically.

🔄
Auto-Sync to Team Summary

Every action — confirmation or extension — flows straight into the Team Summary so HR and leadership always see the current picture.

Your Team Action Panel

The "My Team Action" card surfaces each pending probation with an Update button alongside the employee's name.

My Team Action panel showing a pending probation update.

Two Quick Actions

Click Update to open the action dialog. Choose the path that fits the employee's situation.

Extend Probation Period
Confirm Employee
💡 Tip

Check this panel at the start of each week. Acting before the probation end date avoids gaps in the employee record and keeps payroll/HR in sync.

📝 Note

Confirmations and extensions are final once saved. If you need to reverse an action, contact HR to adjust the employee profile directly.

What's Next

UP NEXT
My Team Availability
See who's in, out, or on leave today.
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Leave Distribution
Team-wide view of leave balances & trends.
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Attendance Box
Live view of team check-in status.
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