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Workday User Guide
Laatst bijgewerkt: 2023-09-08
Steps: Manage Probation Period Reviews

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.
  1. 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.
  2. 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.
  3. 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
  4. Access the
    Maintain Probation Period Outcomes for Country
     task.
    Create probation period outcomes and select the available actions.
  5. (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.
    Security:
    Set Up: Probation Period Rules
     in the Staffing functional area.
  6. Hide or require probation review fields by role on these business processes:
    • Manage Probation Period
    • Review Probation Period
  7. (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.
  8. 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
     or
    Extend
    , to add a new review date.

Deze inhoud maakt geen deel uit van de Workday-beheerdershandleiding.