How to Extend an Employee's Probation or Confirm an Employee?

This guide will walk you through the steps to either extend an employee's probation or confirm their employment using the admin portal.

Steps to Extend Probation or Confirm an Employee

• Log in as an Admin

Open the admin portal and log in with your credentials.

• Access the Dashboard

Upon logging in, you will be directed to the dashboard.

• Navigate to the Employee Module

On the dashboard, locate and click on the 'Employee' module.

• Open the Directory Sub-Module

Within the 'Employee' module, find and click on the 'Directory' sub-module.

• Search for the Employee

Use the search function in the directory to locate the employee whose status you want to update.

• Edit Employee Details

Click on the pencil icon next to the employee's name to edit their details.

• Select Employment Details

In the left menu, choose the 'Employment Details' option.

• Update Employment Status

Scroll down to the 'Employment Status' section. Here, you will see two buttons: 'Extend Probation' and 'Confirm Employee'.

Extending Probation

• Click on 'Extend Probation'

Select the 'Extend Probation' button.

• Select the New Probation Date

Choose the new probation end date from the calendar.

• Enter Comments

Provide any relevant comments or reasons for the extension.

• Save Changes

Click 'Save' to apply the changes.

Confirming Employment

• Click on 'Confirm Employee'

Select the 'Confirm Employee' button.

• Select the Confirmation Date

Choose the date on which the confirmation is effective.

• Enter Comments

Provide any relevant comments or details regarding the confirmation.

• Confirm Changes

Click 'Confirm' to finalize the employee's status update.

By following these steps, you can efficiently manage employee statuses in your organization. Whether extending probation for further evaluation or confirming their employment