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Workday User Guide
Steps: Set Up Probation Period Rules

Steps: Set Up Probation Period Rules

Security: Configure these domains in the Staffing functional area:
  • Set Up: Probation Period Rules
  • Set Up: Staffing
You can create probation period rules that populate the probation length when you're adding probation periods to comply with local policies and regulations. You can also use probation period rules to set a maximum probation period for an employee.
  1. Activate the
    Probation Periods
     localized field to enable probation period rules for the countries you select in the
    Maintain Localization Settings
     task.
    We recommend that you configure country-specific localized fields when you select
    Staffing
     from the
    Area
     prompt to enable probation period fields and components.
  2. Access the
    Create Probation Period Eligibility Rule
     task.
    Create eligibility rules for probation period rules.
  3. Access the
    Maintain Probation Periods for Country
     task.
    Select a
    Probation Period Eligibility Rule
     and specify a
    Duration
     and
    Unit
     in the
    Probation Period
     column to determine the probation period length for the rule.
    (Optional) Specify a
    Duration
     and
    Unit
     for the
    Maximum Probation Period
     to display a warning message when you add or edit a probation period that exceeds this length for the rule.
    For information on scheduling a probation review with the
    Schedule Review (Time before probation end date)
     column, see Steps: Manage Probation Period Reviews.
  • When you add an employee's probation period, the probation period length automatically populates. You can override the rule by selecting a new
    Probation Duration
     and
    Unit
     for the probation period length.
  • You can only schedule 1 probation review for employees using a probation period rule, but you can manually initiate multiple reviews if no other probation reviews are in progress.

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