EazeHR allows the managers to take decisions on an employee at any point of time in probation period i.e, the managers are not restricted to provide/take action only once the probation period ends, they can take the decisions if necessary at any point of time during their reportee's probation. Except when the process requires inputs from the employee compulsorily, in which case the Approver(s) can only provide their inputs after the employee has given their inputs.

Menu Path: Team > Probation Confirmation tab
Accessible to: Managers and other Assessors

Click on Edit button to access the pending employee record. You can view or hide the record of the employee whose probation process has been completed. To recall hidden records click on "Recall Records". If as per the process employee's self assessment is compulsory then you would not be able to fill up the feedback till employee has provided the inputs.

Probation feedback form would open in a new window as shown below.

There are three options available to the Manager if the record is pending with them. Click on "Edit" button to access the probation confirmation form.

1. Confirmation – to be selected when you want to confirm the employee, a probation confirmation letter would be generated automatically and emailed to the employee
   
2. Request Extension – to be selected when you want to extend the probation of employee, you will also have to provide the number of months for which probation has to be extended. Extension requests will have to be approved by HR Manager
   
3. Request Separation – to be selected when you don’t want to retain the employee and are requesting a separation, in this scenario employee will continue to be shown on probation and no specific intimation will be sent to him/her. HR would have to separately initiate the exit process
   

There can be multiple assessors in the probation process and they will need to capture their feedback and ratings separately. If both the assessor roles are with one person then the inputs will be taken only once and will be used for both the assessors.

When the final assessor confirms the employee the system automatically generates the Probation Confirmation letter and emails it to the employee.

Confirmation date can be any date after date of joining. If the confirmation is being done after an extension then the confirmation date cannot be before the end of probation extension period.

Note : if the probation confirmation or extension is automated based on scores then the option to confirm, request separation or request extension is not visible to the assessors as shown in the image above.