What it is
Probation is the window where you decide whether a new starter is the right fit. This surface is built around that decision: a probation summary, a log of check-ins, any flagged concerns, and the period-end choice to confirm, extend or release. When the decision date is close, the decision is brought to the top so it isn’t missed.
It matters because the probation decision is consequential and time-bound. Logging routine check-ins as you go means the end-of-period call is made on evidence, not memory. And surfacing the decision when it’s due means people aren’t accidentally confirmed by silence or left in limbo past their date.
When to use it
- You’re logging a routine mid-probation check-in
- A concern has come up that needs flagging
- A probation period is reaching its decision date
- You need to confirm, extend or release a starter
- You want the check-in history before making the call
How it works
Step by step.
- 1
Open the probation record
From the probation list, open the starter. The summary shows how far into the period they are and what’s next.
- 2
Log a check-in
Record a mid-period check-in with notes and any next steps, so the decision later rests on a real record.
- 3
Flag a concern
If something needs attention, flag it. Concerns sit alongside the check-ins as evidence for the end-of-period decision.
- 4
Review the evidence
As the decision date nears, read the check-in log and any concerns together to form your view.
- 5
Make the decision
Confirm the starter, extend the period, or release them. The decision facet is prominent when it’s due, so it doesn’t slip.
Worked example
Follow it through.
The scenario
Daniel Cho is six weeks into a three-month probation as a Traffic Controller; his decision date is in three days.
- 1 Open Daniel’s probation record; the decision facet is prominent because the date is close.
- 2 Read the two logged check-ins — both positive on reliability and site conduct.
- 3 Confirm there are no flagged concerns.
- 4 Log a final check-in summarising performance.
- 5 Choose Confirm to pass probation.
The result
Daniel passes probation, the decision is recorded against his check-in history, and his employment continues beyond the probation window.
Tips & notes
Good to know.
- Log check-ins as you go — the end-of-period decision is far easier when it’s built on a record rather than recalled.
- The decision is surfaced near its due date so a starter is never confirmed by default or left past their date.
- Extend rather than release when you need more evidence — it’s a legitimate, recorded outcome.
- Flag concerns early; a concern raised in week two is fairer to everyone than a surprise at the decision.
When you’re done
The probation decision is made on time and on evidence, with the check-in history backing it.