Probation period and performance review schedule

Purpose

1.1. Ensure automatic scheduling, tracking, and completion of staff probation periods with timely performance reviews, reminders, documentation, and manager notifications.
1.2. Maintain compliance with industry HR standards; reduce manual errors in evaluation timelines.
1.3. Digitally record outcomes for audits and future reference in staff development.
1.4. Streamline HR workflows, improve staff onboarding experience, and enforce performance standards.

Trigger Conditions

2.1. New hire created in employee database (HRIS, spreadsheet, ATS, etc.).
2.2. Change in employee status to “probation” or “new staff.”
2.3. Probation completion date set at onboarding.
2.4. Manual initiation by HR for exceptions or policy updates.

Platform Variants

3.1. BambooHR
• Feature/Setting: Webhooks/API – Trigger on new employee creation, set custom “Probation End Date,” create scheduled tasks.
3.2. Workday
• Feature/Setting: Business Process Framework – Configure onboarding and review workflow automations.
3.3. ADP Workforce Now
• Feature/Setting: API or Notifications – Trigger on employee onboarding, schedule alerts for review dates.
3.4. Gusto
• Feature/Setting: Automation integrations – Set new hire onboarding task, scheduled review reminders.
3.5. Zoho People
• Feature/Setting: Blueprint workflows – Automate probation and performance review triggers, send notifications.
3.6. Microsoft Power Automate
• Feature/Setting: Scheduled flows – Connect to HR data source, generate automatic alert emails pre-review.
3.7. Google Workspace (Sheets + Calendar + Gmail)
• Feature/Setting: Apps Script & Calendar API – Add probation end dates to Calendar, auto-email reminders.
3.8. Slack
• Feature/Setting: Workflow Builder/API – Automated DM to managers for feedback before review deadline.
3.9. Microsoft Teams
• Feature/Setting: Power Automate integration – Scheduled message to HR channel on upcoming reviews.
3.10. Trello
• Feature/Setting: Card creation via API – New card for every probation review, auto due dates from onboarding.
3.11. Asana
• Feature/Setting: Task Templates/API – Auto-create probation review tasks, assign to managers based on triggers.
3.12. Monday.com
• Feature/Setting: Automations & API – Create new items for each probationary employee and alert on date reached.
3.13. Salesforce
• Feature/Setting: Process Builder/Flow – Automated task set-up on employee onboarding, workflow for follow-up reviews.
3.14. HubSpot
• Feature/Setting: Workflows/Sequences – Automate internal communication and follow-up based on custom employee lifecycle fields.
3.15. Freshservice
• Feature/Setting: Workflow Automator – Schedule internal tickets/tasks for HR officers near review period.
3.16. ServiceNow
• Feature/Setting: HR Service Delivery – Configure custom review schedule process within HR module, notifications.
3.17. Outlook with Power Automate
• Feature/Setting: Automated email flows from Excel or SharePoint employee data, schedule review invites.
3.18. DocuSign
• Feature/Setting: Templates/API – Auto-send performance review forms or letters at end of probation.
3.19. SAP SuccessFactors
• Feature/Setting: Workflow/Notification Rules – Automate performance review cycles linked to onboarding data.
3.20. SendGrid
• Feature/Setting: API/Automated Campaigns – Send bulk or scheduled probation review reminders to HR or managers.
3.21. Twilio
• Feature/Setting: Programmable Messaging – SMS reminders to managers or probationary staff for upcoming reviews.
3.22. ClickUp
• Feature/Setting: Automations – Create tasks for each review, link to employee profile, set reminders through API.
3.23. Airtable
• Feature/Setting: Automations – On new row (new hire), auto-schedule probation events and review alerts to HR.
3.24. Calendly
• Feature/Setting: API/Webhooks – Auto-send scheduling links to managers/employees for performance review bookings.

Benefits

4.1. Reduces HR administration and human error in scheduling and follow-up.
4.2. Ensures every probation period is tracked and reviewed without lapses.
4.3. Maintains audit-ready compliance records and improves staff experience.
4.4. Provides multi-channel alerts for timely and efficient HR management.
4.5. Scalable and customizable for diverse HR policy requirements.