The following article refers to functionality available in Workflow builder, which can be accessed in one of the following locations, depending on your configuration:
Administration > HR > Workflows
Administration > HR > Workflows > Workflows
Within Workflow Builder it is now possible to determine whether the workflow will trigger for employees who are currently in probation.
When building a workflow, you will see the following option:
This setting will determine whether or not a workflow will trigger against an employee based on their probation date in the system. The probation date for an employee is set on their file in:
People > Employees
On the employee's card click on the Change icon under the Core Details Heading:
And locate the Probationary date setting:
Depending on the option chosen and the probationary date value 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 0: no||Option 1: yes - including those out of probation||Option 2: 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.