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Configure employees’ probation period

The probation period is a trial period where the company monitors the employee's performance for the post's suitability. The employer can decide whether an employee can continue the job or not. The company can terminate an employee on probation if his/her performance is unsatisfactory for justified termination reasons.

The greytHR application helps you to configure and set the probation period in a hassle-free manner. You can set the probation period for various categories of employees. 

To configure the probation period, perform the following steps:

  1. Set the probation period for all employees.

  2. Set the probation period for an individual employee.

  3. Automate probation period as per employee categories.

Set the probation period for all the employees

You can set the probation period for all the employees in the following ways:

  1. Set the probation period from the Advanced Options page.

  2. Set the probation period from the Employee Options page.

Set the probation period from the Advanced Options page

To view the Advanced Options page from your greytHR Admin login, navigate to Settings icon > System Settings > Miscellaneous > Advanced Options.

To set the probation period, perform the following actions:

  1. On the Advanced Options page, in the Search text box, enter Probation. The probation period settings appear.

  2. Double-click the Value text box next to the Probation Period and enter the number of days/months as per your requirements. The number of days/months is the default probation period for all employees.

  3. Click Save to set the probation period.

Set the probation period from the Employee Options page

To view the Employee Options page from your greytHR Admin login, navigate to Settings icon > System Settings > Employee > Employee Options.

To set the probation period from the Employee Options page, perform the following actions:

  1. On the Employee Options page, from the Probation Period spin box, select or enter the number of days you want as probation period.

  2. Click Save to set the probation period.

Set the probation period for an individual employee

The Employee Profile page helps you to set probation periods for individual employees. To view the Employee Profile page, navigate to Employee > Information > Employee Profile.

To set the probation period for an individual employee, perform the following actions:

  1. On the Employee Profile page, in the Search Employee search box, enter the Emp No / Name for whom you want to set the probation period. The profile of the required employee appears.

  2. Under the Joining Details section, click the Edit icon. A form appears.

  3. In the Probation Period spin box, select/enter the probation period as per your requirements.

  4. Click Save to set the probation period for an individual employee. A success message appears.

Automate probation period as per employee categories

You can customize the probation period based on the employee categories by creating a lookup table. Once you create a lookup table, you must link it with the probation period settings.

Create a lookup table for the probation period

To view the Lookup Tables page, navigate to the Settings icon > System Settings > Payroll > Lookup Tables.

To create a lookup table, perform the following actions:

  1. On the Lookup Tables page, click the +Add New Lookup button. A form appears.

  2. In the Lookup Name text box, enter the name of the lookup table.

  3. Select the Employee Category Lookup option to select the employee categories.

  4. From the Row Category dropdown list, select the required category.

  5. From the Column Category dropdown list, select the required category. 

  6. From the Page Category dropdown list, select the required category.

  7. Click Create Lookup. The page redirects to the Lookup Tables page. In the list, you can now view the newly created table. 

  8. Select the new lookup table and click the Edit icon. The required table opens.

  9. From the table, in the Value column, select a row and double-click to enter the probation period for the required category.

  10. Click Save to add the probation period for the required employee categories in the lookup table.

Link lookup table with probation period settings

To link the lookup table to notice period settings, perform the following actions:

  1. From your greytHR Admin login, navigate to Settings icon > System Settings > Miscellaneous > Advanced Options. The Advanced Options page opens.

  2. In the Search text box, enter Probation. The probation period settings appear. 

  3. In the Value column, select Calculate The Probation Period According To The Lookup Table checkbox to enable the calculation of the probation period based on a lookup table.

  4. From the Choose The Probation Period From The Lookup Table dropdown list, select the required lookup table name to link the table.

  5. Click Save to link the lookup table to notice period settings.

Note: Once you automate the lookup table settings, whenever the admin adds any new employee to the system. The probation period will be calculated according to employee position categories. Once you add a new employee, the probation period automatically displays on the Add Employee summary page.

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