Ensuring timely and effective management of employees' probation periods is crucial for any organization, and one way to do this is by setting up a probation end date reminder to ensure that employees and managers are aware of the upcoming probation end date. A probation reminder will help HR in those cases
Before starting, make sure you have access to Company Settings. If not, please contact your Admin to request permissions.
Create a Probation Reminder
Go to Company Setting by clicking on the ⚙️ icon > Reminders
Click on + New Reminder
Choose “Probation” in the Category field
Fill in the required fields:
Reminder Code: Enter a code for the reminder
Reminder Name: Enter a name for the reminder
Description: enter information to describe the reminder (optional)
Recipients: defines who will receive an email notification before the employee’s probation end date
Employee Herself/Himself
HR-in-charge
Line Manager
Others
Reminder Schedule: can be set to a number of days before or after employees' probation end date.
Email template: default template. This template will be used as the system email when sent out to your employees. You can’t update this email template.
Click Create to finish.
📌 Note:
Only the default template is available on this version.
Edit a Contract Reminder
Go to Company Setting by clicking on the ⚙️ icon > Reminders
Find the reminder that you want to edit and click on More (or the ⋮ icon)
Select Edit and adjust the necessary fields
Click Save to finish.
Delete a Contract Reminder
1. Go to Company Setting by clicking on the ⚙️ icon > Reminders
2. Find the Reminders that you want to delete and click on More (or the ⋮ icon)
3. Select Delete
4. Click Delete again to confirm
