Concept: Probation Periods
Workday enables you to streamline probation periods according to local regulations and your organization's requirements. You can use probation period functionality to track, evaluate, and perform any necessary actions based on the outcome of the probation period. See: Setup Considerations: Probation Periods.
Probation Period Rules
You can create probation period rules that automatically calculate the length of an employee's probation period. The length of the probation period populates when you add a probation period.
If you configure the
Add Probation Period
step on these business processes, the rule also populates when you're hiring employee or when an employee changes job:
- Change Job
- Hire
Probation Period Reviews
You can use probation period reviews to decide on the outcome of an employee's probation period and complete any relevant actions. Workday can automatically calculate a review date for employees when you set up probation period rules.
You can manually initiate multiple reviews for an employee, but you must complete any existing
Review Probation Period
events for the employee before initiating a new review. If a probation rule schedules a review date for an employee with another in-progress Review Probation Period
event, Workday still sends a task to My Tasks
so you can initiate the review.When you cancel the
Review Probation Period
business process, Workday:
- Cancels allReview Probation Periodevents and related events that are in progress.
- Doesn't rescind anyReview Probation Periodevents or related events that are complete.
Review Probation Period
business process, Workday:
- Rescinds allReview Probation Period,Edit Probation Period, andExtend Probation Periodevents.
- Doesn't rescind anyChange Job for Review Probation PeriodorTerminate for Review Probation Periodevents.