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.

Access the

Maintain Employee Probation Period Types

task.

Create probation period types.

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

(Optional) Set up probation period rules.

(Optional) Set up probation period reviews.

Hide or require probation period localized fields by country.

Hide or require probation period fields by role on the Manage Probation Period
business process.

(Optional) Configure an alert for upcoming probation end dates.

(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.