Steps: Manage Probation Period Reviews

Security: Set Up: Staffing
domain in the Staffing functional area.

Configure the Manage Probation Period
business process.

You can set up probation period reviews in Workday to:

Manually schedule and initiate reviews for employees.

Automatically schedule a review based on probation period rules.

Automatically initiate related tasks based on the outcome and action that you select during the review.

Edit Business Process Security Policies.

Set up security for the:

Initiating actions on the Manage Probation Period
business process policy.

Initiating actions on the Review Probation Period
business process policy.

(Optional) Terminate for Review Probation Period
initiating action on the Termination
business process policy.

Create Custom Business Processes.

Set up the Review Probation Period
business process.

Ensure that you configure the relevant steps for actions you want to select during the probation review.

Add the Submit Probation Period Review
step to select an outcome and an action during the review.

If you configure the Complete Questionnaire
step before the Submit Probation Period Review
step, you can view questionnaire responses on the Submit Probation Period Review
step.

Maintain Localization Settings.

Activate these localized fields in the Staffing
area of the

Maintain Localization Settings

task to enable reviews, outcomes, and actions:

Probation Period: Action

Probation Period: Review

Probation Period: Outcome

Probation Periods

Access the

Maintain Probation Period Outcomes for Country

task.

Create probation period outcomes and select the available actions.

(Optional) Access the

Maintain Probation Periods for Country

task.

Specify if probation period rules automatically calculate a review date.

Example: A probation period rule calculates a worker's probation end date as 2018-09-30. The worker's probation period rule also specifies 1 month in the

Schedule Review (Time before probation end date)

column. Workday calculates the worker's probation review date as 2018-08-30.

See Steps: Set Up Probation Period Rules.

Security: Set Up: Probation Period Rules
in the Staffing functional area.

(Optional) Hide or Require Optional Fields.

Hide or require probation review fields by role on these business processes:

Manage Probation Period

Review Probation Period

(Optional) Add End Probation Period
as a substep of Termination
to cancel or edit probation period reviews for employees with a future-dated termination.

You can cancel reviews only if you:

Enable

Probation Period: Review

on the

Maintain Localization Settings

task.

Select the

Disable Probation Review Date

check box on the End Probation Period
step.

Activate Pending Security Policy Changes.

Workday sends a task to

My Tasks

on the scheduled review date.

When you initiate the Review Probation Period
business process, you can select the:

Outcome of the probation period.

Available action you want to initiate from the outcome.

When you select

Job Change

Manage Probation Periods

from an employee's related actions, you can select:

Add

, to add a probation period with a review date or override the review date calculated by their probation period rule.

Start Review

, to initiate the Review Probation Period
business process manually.

Edit

Extend

, to add a new review date.