The following article refers to functionality available in Workflow builder, which is located in:
Administration > HR > Workflows
When editing or creating a new workflow it is possible to determine whether the workflow will trigger for employees who are currently in probation or to exclude them.
When building a workflow, you will see the following option:
Based on the option selected this setting will determine whether or not a workflow will trigger against an employee based on what is entered for the employee's probation date. The probation date for an employee is set in:
People > Employees > Core Details > Change
Depending on the option chosen and the probationary date is entered for the employee will determine how this option works - see below for all the possible outcomes where the workflow will or will not trigger:
|Option: no||Option: yes - including those out of probation||Option: yes - in probation only|
|Past date||Yes, will trigger||Yes, will trigger||No, will NOT trigger|
|Future date||No, will NOT trigger||Yes, will trigger||Yes, will trigger|
|Blank / no probation date||Yes, will trigger||Yes, will trigger||No, will NOT trigger|
Please pay particular attention to how blank / no probationary date is dealt with - depending on the option chosen this can behave very differently.