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Recording Probation

Aimee

Hi, 

I hope you are all well.

I was wondering how other companies on here record and keep track of probation for their new employees to their companies. At the moment we currently use an excel spreadsheet to record that probation meetings have taken place, however this is very manual and also requires us to remember to check the spreadsheet weekly to check who will be having a probation meeting. Does anyone have any other ideas on how we can keep track and record that a probation meeting has taken place?

We do have probation forms which are completed which work well it is more the tracking to make sure they are being actioned between employee and manager. 

Thanks,

Aimee 

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  • Hi Aimee,

    We use our HRIS (BreatheHR) to record probation dates - it then sends a reminder to the line manager (and me) 7 days in advance. To make doubly sure we don’t miss it, one of the items on our induction workflow reminds me to put the new employee’s probation date in the line manager’s diary, attaching the probation meeting goals and questions.

    Caveat to this ‘system’ being that we are a company of circa 50 people, with relatively low staff turnover, so this might not work for a much larger organisation.
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  • Hi Aimee,

    We use our HRIS (BreatheHR) to record probation dates - it then sends a reminder to the line manager (and me) 7 days in advance. To make doubly sure we don’t miss it, one of the items on our induction workflow reminds me to put the new employee’s probation date in the line manager’s diary, attaching the probation meeting goals and questions.

    Caveat to this ‘system’ being that we are a company of circa 50 people, with relatively low staff turnover, so this might not work for a much larger organisation.
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