Follow these steps to create an evaluation process containing a probation evaluation.
- Once logged in, go to Career development > Performance. A list with all of the active processes will show up. This is the process monitoring tab.
- Click on the gear icon at the top right corner to access configurations. Then, click on the + Create a process button up top.
In the first section, General information, under evaluation type, make sure you select the probation evaluation option. Available options will be slightly different in order to choose the proper launch date according to the employee start date.
👉 Important: The process containing a probation evaluation will only launch once per employee.