Probation Template Configuration

• Navigate to Settings List, click on HR options.

• Select the HR option, Under that select Probation opions.

• Enable the option enable probation period, enter the probation period days according to your terms and conditions.

• Mailer Template:

          Navigate to settings list, then go to template library.

• From the mailer types, select the mailer template if you have already created , or click on add new to create a new one.

• Mapping template:

Navigate to settings list, under that go to portal settings.

• Under portal settings, go to common settings, under that go to general, in that in the option.

Mapping to Employees:

Manual Way:

• Navigate to Employee section, select the employee, click on HR details, under that click on probation & income tax type , select the option in probation/ confirmed.

• Bulk way
• Navigate to employees section, click on import option, click on employee details import.

• Click on update employee details.

• Download the sample excel template.
• From the instructions list, copy and paste the is probation header and paste it in excel sheet.

• Fill in the required details and save your excel sheet.

• Once the excel sheet is completed, upload your excel file and import it.