Managing Probation Periods
Overview
LEO HR helps you manage employee probation periods by recording key dates, tracking progress and ensuring important review meetings are completed on time.
Before you begin
You'll need:
- Owner, Senior or Manager access
- An employee record
Step 1 – Open the employee record
From the dashboard, select Employees and open the relevant employee profile.
Step 2 – Set the probation period
Record the employee's probation details, including:
- Start date
- End date
- Review dates
- Manager responsible for the review
Step 3 – Monitor progress
Regularly review the employee's progress and record notes from probation meetings where appropriate.
Step 4 – Complete the probation
At the end of the probation period, record the outcome, such as:
- Successfully completed
- Extended
- Employment ended
Best Practice
Schedule probation reviews well in advance to provide employees with regular feedback and allow enough time to make informed decisions before the probation period ends.
Need Support?
If you need further assistance, please contact LEO HR Support through the Help Centre or email