Probation Period Management

Keep every new hire's probation milestones on track so managers never miss a review deadline or let a period lapse by default.

56 hrs
Time saved/month
8
Companies have mapped
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About This Automation

Probation period management tracks new hires through their first 90 days with scheduled check-ins at 30, 60, and final review. Manual tracking across spreadsheets, email reminders, and follow-ups consumes significant HR time and creates gaps in documentation.

Automation calculates milestones automatically, sends reminders on schedule, collects manager feedback through structured forms, and compiles final assessments without manual intervention. The result is consistent, timely decisions and a complete audit trail.

Key features
Calculate probation milestones automatically from hire date
Send check-in reminders to managers at the right time
Collect structured feedback from managers via forms
Flag missing submissions for immediate follow-up
Compile final assessments and generate outcome letters
Maintain a complete audit trail of all feedback and decisions

How The Automation Works

The full workflow, from trigger to completion.

1. New Hire Detectedtrigger

A new employee record is created with start date and probation length. The automation is triggered immediately.

2. Calculate Milestones

The automation calculates 30-day, 60-day, and final review dates based on the hire date and stores them.

3. Send 30-Day Reminder

An automated email is sent to the manager on the 30-day date, including a review template and a link to submit feedback via a form.

4. Collect 30-Day Feedback

The manager submits feedback through a form. The automation logs the response and notifies HR that the review is complete.

5. Send 60-Day Reminder

An automated email is sent to the manager on the 60-day date with the previous feedback summary and a new review form.

6. Collect 60-Day Feedback

The manager submits the 60-day feedback. The automation compiles both reviews and sends a summary to HR for final decision.

7. Request Final Decision

An automated message is sent to the manager requesting a pass/fail decision, with a deadline reminder.

8. Log Final Outcome

The manager's final decision is recorded, and HR is notified to generate and send the offer letter or termination notice.

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4

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Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

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Estimated Time Saving
56hrs/month
Process pain:7.8/10
Mapped by:8 Companies

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