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Workday User Guide
Dernière mise à jour : 2023-09-08
Steps: Manage Probation Periods

Steps: Manage Probation Periods

  • Security: Configure these domains in the Staffing functional area:
    • Set Up: Staffing
    • Worker Data: Probation Periods
  • Configure the
    Manage Probation Period
     business process and business process policy in the Staffing functional area.
You can set up Workday to streamline probation period updates, enabling you to comply with local regulations and policies by:
  • Creating probation period rules to calculate an employee's probation period automatically.
  • Setting up probation period reviews to notify you to review an employee's probation period and initiate actions on the outcome.
  • Configuring the
    Add Probation Period
     step on the
    Hire
    ,
    Change Job
    , and
    Add Additional Job
     business processes.
  1. Access the
    Maintain Employee Probation Period Types
     task.
    Create probation period types.
  2. Access the
    Maintain Employee Probation Period Reasons
     task.
    You can restrict reasons to a probation period action in the
    Restricted to Actions
     prompt.
    Administrators and HR Partners have access to all reasons, including manager reasons. Managers only have access to the reasons that you specify as a
    Manager Reason
    .
  3. (Optional) Set up probation period rules.
  4. (Optional) Set up probation period reviews.
  5. Hide or require probation period localized fields by country.
  6. Hide or require probation period fields by role on the
    Manage Probation Period
     business process.
  7. (Optional) Configure an alert for upcoming probation end dates.
  8. (Optional) Enable autocomplete on the
    Manage Probation Period
     business process definition.
    When you enable autocomplete on the
    Manage Probation Period
     business process, the
    End Probation Period
     step completes automatically only:
    • As a subprocess of
      Termination
      .
    • When the termination date is between the start and end date of the probation period.
You can manage an employee's probation period by selecting
Job Change
>
Manage Probation Periods
 from an employee's related actions.

Ce contenu ne fait pas partie du Guide de l'administrateur Workday.