Overview:
In uKnowva HRMS, the Probation to Confirmation page allows HR professionals to efficiently track employees transitioning from probation to confirmation.
Users can view detailed employee records, search for specific employees using keywords, and apply advanced filters based on parameters like department, joining date, or performance ratings.
These features streamline decision-making and ensure a smooth confirmation process.
Table of Contents
- Viewing the Probation Employee List
- Searching for Specific Employees
- Adding Filters for Advanced Search
1. Viewing the Probation Employee List
To access the "Probation to Confirmation" interface, navigate to the Probation Assessment menu on the left panel.
From there, select the Probation to Confirmation sub-menu.
The main page will display a list of employees currently in their probation period. Key details include:
- Employee Name
- Action
- Employment Status (e.g., Probation)
- Probation Status (e.g., Not Initiated Yet)
- Confirmation Date
This overview allows HR managers to monitor and manage employee progress during probation.
2. Searching for Specific Employees in the Probation Page
At the top of the page, there is a Search bar. Enter keywords such as the employee’s name to quickly locate their record.
For example:
Type "CurryMielnik" in the search bar.
The list will be filtered to display only Curry Mielnik's entry, making it easier to manage their record. To do so, click on Search.
Otherwise, return to the original pageview by clicking on the Reset button.
This feature enhances productivity, especially when handling a large employee database.
3. Adding Filters for Advanced Search in the Probation Page
For more refined searches, use the More Filters option:
1. Click on the More Filters button.
2. Select criteria such as Employment Status or Confirmation Date to narrow down the list.
3. Apply the filters to display only relevant employee records.
Filters are particularly useful for analyzing probation status by specific time frames or departments. Once you choose the filters for advanced search, click Search. Or else, click Reset to go back to the original page view.
Now, click here to understand how to update the probation status of an employee in uKnowva HRMS.