Probation Reminder
Installing this workflow tells Sense to watch the probation date field you choose (end date, review date, or another custom field) and warn your chosen recipients before it arrives, so no probation review or end date gets missed.
How it works
Set your probation date field then let Sense remind you before it's due
To use the Probation Reminder workflow, simply choose the probation date field you want Sense to track, such as a probation end date or review date, along with how far in advance to warn people and who should be told.
Then, every day, Sense checks that field on each employee's profile against the lead time you've set.
If a probation date is approaching, then your chosen recipients get an email and a Sense task naming the employee and the date involved, so the review or sign-off can happen on time.
More onboarding & offboarding workflows
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Common questions
What kicks this workflow off?
The probation date field you've configured, such as a probation end date or review date, reaching the lead time you've set.
Does it cover both probation end dates and review dates?
Yes. You point it at whichever probation date field applies, including a custom one, rather than it being limited to a single fixed field.
Who gets notified?
Whoever you choose, such as admins or managers. The recipients are configurable.
Can we change how far in advance it warns us?
Yes. The lead time is configurable, along with recipients and how tasks are assigned.