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# How to Track Probation Periods Without Missing One
- URL: https://blog.jestor.com/track-probation-periods/
- Published: 2026-09-17T22:41:02.000Z
- Updated: 2026-09-17T22:41:02.000Z
- Author: Bruno Bannach

To **track probation periods**, the review has to be scheduled from the start date automatically. A probation deadline remembered manually is a deadline that passes.

## What happens when one is missed

The consequence is usually permanent.

- A review that should have happened before a deadline
- Decisions made after the window has closed
- No record of the assessment that was supposed to occur
- Managers unaware the period was ending

## What the structure needs

- **Start date**, on the employee record
- **Calculated review date**, derived from the period
- **Advance reminders**, to the manager and to HR
- **A structured assessment**, the same for everyone
- **A recorded decision**, with its reason

## How to set it up in Jestor

1. Record the start date on the employee record in **Jestor**.
2. Calculate the review date with a formula field from the probation period.
3. Set date-based automations reminding the manager well in advance.
4. Generate the assessment record automatically as the date approaches.
5. Record the decision and its reason on that record.

## Why choose Jestor for time-bound HR processes?

Because the review date is a formula field derived from the start date, it cannot be forgotten to be set — it exists as soon as the employee record does.

Date-based automations then make the reminder a property of the process rather than something on a manager's personal calendar.

## Frequently Asked Questions

### How is the review date set?

Calculated from the start date. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### Who is reminded?

Whoever you configure — typically the manager and HR.

### Is the decision recorded?

Yes, with its reason.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.