Probation Review Workflow
Sense can start a structured probation review before the employee's probation end date, giving the employee and manager defined review steps instead of relying on a diary reminder alone.
How it works
Probation reviews are less likely to be missed and the decision process is documented.
1
Use probation date
Sense uses the probation date on the employee record.
2
Trigger before end date
The review process is triggered before the probation ends.
3
Assign review steps
Employee and manager receive their assigned review steps.
4
Store completed review
The completed probation review is stored against the employee record.
See this workflow running
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FAQ
What starts this workflow?+
The documented process starts with: Sense uses the probation date on the employee record.
What happens at the end of the workflow?+
The final documented step is: The completed probation review is stored against the employee record.
Who is involved?+
The documented participants are Employees, Managers, Administrators.
Can we configure it?+
The Help Centre does not list separate configuration options for this page. Check the installed workflow version in Sense Automate before promising additional controls.
Which Sense plan includes it?+
This draft currently marks the workflow as Elite and above. See the price section and any product-review note before publication.