How to Track Probation Periods Without Missing One

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

Record the start date on the employee record in Jestor.
Calculate the review date with a formula field from the probation period.
Set date-based automations reminding the manager well in advance.
Generate the assessment record automatically as the date approaches.
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.

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 and see how to take your company's operations to a new level of efficiency and control.

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