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Probationary Period

Probationary Period

When an employee is newly hired, often times, they must work for a certain amount of time before receiving a certain benefit, or before other rules are applied to their employment. This articles go through the features that enable probationary periods for new employees

A) Accrual Rules - Choose Leave Types to exclude employees from until they achieve their probationary period. 

1) Go to Accrual Rule Management by selecting > Leave Management > Accruals > Accrual Rule Management. 

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2) Click the + icon next to Probation to add a new probation accrual rule

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3) Give your probation accrual rule a title, and select the organizational unit this rule applies to. 

4) Within Configuration, you may select the leave type that you are limiting access to. 

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5) Choose how many days your probationary period will last.

6) The employee will be unable to use this leave during their probationary period - choose whether the benefit will accrue during this period of time.

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B) Time and Attendance Rule Management - limit the application of time and attendance rules to employees based on their hire date. 

1) Go to Time and Attendance > Time and Attendance Rule Management > Time and Attendance Rule Management. 

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2) The rule types that can utilize probationary period filtering are: Attendance Event, Attendance Violation, Attendance Credit, and Call Back. 

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3) Within each of these rules, 'hire date' is a filter option within employee conditions.

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4) Once a date is selected, you may choose whether the employee's hire date is greater than, less than, or equal to that date for the rule to apply.

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