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All the guides

Run someone’s probation and record the outcome

For Manager, Owner

  1. Open Staff Files Register. Tap the three dots on their row, then Start probation. Their reviews are added with dates.
  2. Each review shows on Probation with its due date. When you’ve held one, tap Record the review on its row, fill in when it was held and how it went, and save.
  3. When probation ends, open Probation, tap the three dots on the Probation ends row, then Record the outcome.
  4. Pick Passed, Extended or Not passed. For Extended, set a new end date. For Not passed, say why. Then save.

Probation always starts from the person’s staff file.

When it’s done

The outcome shows on the Probation register and on their staff file.

If it doesn’t work

  • There’s no Start probation: their staff file needs a start date first, and it goes once probation has an outcome.
  • There’s no Record the outcome: it’s only on the Probation ends row, until an outcome is saved.
The Probation register, with each review, its due date and Record the review.