Probation Review
Installing this workflow tells Sense to start the probation review automatically: two weeks before an employee's probation end date, Sense prompts them to reflect on how it's gone, then brings their manager in to add comments and sign off, so nobody has to remember the date themselves.
How it works
Set your employee's probation end date then let Sense run the review on schedule
To use the Probation Review workflow, simply install it from the Workflow Hub, which adds a Probation Review screen to your Employee Profile template.
Then, two weeks before an employee's probation end date, Sense will automatically send them an email and to-do task with five questions covering role adaptation, team integration, learning and adaptability, work quality and overall progress.
If the employee saves their answers, then their manager gets notified to view the responses, add their own comments and summary, and sign off, after which the employee receives a confirmation email and can view the completed review on their profile.
More performance workflows
See all performance workflows
Common questions
What kicks this workflow off?
Nothing manual: Sense automatically sends the first task and email two weeks before an employee's probation end date.
What does the employee answer?
Five predefined questions on role adaptation, team integration, learning and adaptability, work quality and overall progress.
Who gets notified?
The employee first, then their manager once the employee saves their section, then the employee again once the manager signs off.
What if an employee has more than one manager?
All their managers get an email notification and share a group to-do item, but only one of them needs to complete it.
Can we edit the questions?
Yes, via the Screen Designer, though you'll also need to update the Employee and Manager screen variants so the right fields stay editable at each stage.