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Administrator Guide
Last Updated: 2023-06-23
Example: Create Probation Period Rules

Example: Create Probation Period Rules

This example illustrates how to create a probation period rule based on an employee type.
You want to calculate a default probation period of 3 months automatically for regular employees in Germany. You also want to specify their maximum probation period as 6 months. You create a condition rule and define a default and maximum probation period.
  1. Access the
    Maintain Localization Settings
     task.
  2. Select
    Staffing
     from the
    Area
     prompt.
  3. Click
    OK
    .
  4. For the
    Probation Periods
     localized field, select
    Germany
     from the
    Allow for Countries or Regions
     prompt, and select the
    Active
     check box.
  5. Click
    OK
     and
    Done
    .
  6. Access the
    Create Probation Period Eligibility Rule
     task.
    Create this condition rule enclosed in parentheses:
    Field
    Value
    Description
    Regular Employees
    Source External Field or Condition Rule
    Employee Type (Probation Period)
    Relational Operator
    in the selection list
    Comparison Value
    Regular
  7. Click
    OK
    .
  8. Access the
    Maintain Probation Periods for Country
     task.
  9. Select
    Germany
     from the
    Country
     prompt.
  10. Click
    OK
    .
  11. Add this row to create a probation period rule:
    Field
    Value
    Probation Period Eligibility Rule
    Regular Employees (has exceptions)
    Probation Period
    Enter 3 for the
    Duration
     field and select
    Month(s)
     from the
    Unit
     prompt for the default probation period.
    Maximum Probation Period
    Enter 6 for the
    Duration
     field and select
    Month(s)
     from the
    Unit
     prompt for the maximum probation period.
  12. Click
    OK
     and
    Done
    .
  • When you add a probation period for regular employees in Germany, Workday automatically calculates their probation period as 3 months.
  • Workday automatically adjusts the probation period based on your selection. Example: If the end of an employee's probation period is set as March 26 but you've selected an
    End of Month
     adjustment, Workday readjusts the final date of their probation period to March 31.
  • If you add a probation period that's greater than 6 months, a warning message displays.