How can admin configure probation period of employees based on employee categories?

The probation period is a trial period where the company monitors the employee's performance for the post's suitability. As an admin, you can configure the probation period of employees based on employee categories by following these steps:

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

2. Create a lookup table for the probation period

3. Link lookup table with probation period settings

Set probation period 

To set the probation period, perform the following actions:

1. From your greytHR Admin portal, 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. 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.

4. Click Save to set the probation period.

Create a lookup table for the probation period

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. 

To create a lookup table, perform the following actions:

1. From the greytHR Admin portal, navigate to the Settings icon > System Settings > Payroll > Lookup Tables. The Lookup Tables page opens.

2. Click the +Add New Lookup button. A form appears.

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

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

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

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

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

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

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

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

11. 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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Related Links:

Video - To watch the automation of Probation Period, click here.

FAQs - To read more about Probation Period, click here.

Documentation - To read more about Configuring Probation Period, click here.

Product Update - To read about the product update, click here.