Probation Period Recommendation

In this topic you will go through the steps of completing a probation period recommendation form.

Steps:

1. Click in the User ID field.

   Step 1

2. a valid value
    e.g.
   Enter
    "connie.green"
    into the User ID field.
   Step 2

3. Click in the Password field.

   Step 3

4. a valid value
    e.g.
   Enter
    "welcome1"
    into the Password field.
   Step 4

5. Click the Sign In button.

   Step 5

6. Click the Main Menu button.

   Step 6

7. Click the Manager Self Service menu.

   Step 7

8. Click the Job and Personal Information menu.

   Step 8

9. Click the Probation Report menu.

   Step 9

10. Click the "Search" button to view previously submitted requests.

     

    To submit a new request select the"Add a New Value" tab.

    Step 10

11. Click the Add a New Value tab.

    Step 11

12. Click in the Employee ID field.

    Step 12

13. a valid value
     e.g.
    Enter
     "000000842"
     into the Employee ID field.
    Step 13

14. The Employee ID will auto populate the Subject and Employee Name.

    Step 14

15. Click in the Expiration Date field.

    Step 15

16. a valid value
     e.g.
    Enter
     "08/30/2015"
     into the Expiration Date field.
    Step 16

17. Click the Recommendation drop-down list.

    Step 17

18. For this example we will use the Satisfactory Completion. In a scenario where the choice is Period Extended a choice must be selected from the next menu list, Extension Period. If the scenario is to choose Period Unsuccessful, then an option must be checked next to Demote or Terminate employee.

     

    Click the Satisfactory Completion list item.

    Step 18

19. Click the scrollbar.

    Step 19

20. Click the Save button.

    Step 20

21. Click the scrollbar.

    Step 21

22. Click the Submit button.

    Step 22

23. The approver will have a status of "Pending" when the form is submitted. If the form is saved and not submitted the status will show as "Not Routed".

    Step 23

24. Click the OK button.

    Step 24

25. Click the Home link.

    Step 25

26. Click the scrollbar to move across the page.

    Step 26

27. Click the Sign out link.

    Step 27

You have completed the steps of completing a probation period recommendation form.

Table of Contents  Start Topic