12_21_15_Probation Period Recommendation

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

Steps:

1. Click the Main Menu button.

   Step 1

2. Click the HCM Systems button.

   Step 2

3. Click the Manager Self Service menu.

   Step 3

4. Click the Job and Personal Information menu.

   Step 4

5. Click the Probation Report menu.

   Step 5

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

    

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

   Step 6

7. Click the Add a New Value tab.

   Step 7

8. Click in the Employee ID field.

   Step 8

9. a valid value
    e.g.
   Enter
    "000000842"
    into the Employee ID field.
   Step 9

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

    Step 10

11. Click in the Expiration Date field.

    Step 11

12. a valid value
     e.g.
    Enter
     "08/30/2015"
     into the Expiration Date field.
    Step 12

13. Click the Recommendation drop-down list.

    Step 13

14. 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 14

15. Click the scrollbar.

    Step 15

16. Click the Save button.

    Step 16

17. Click the scrollbar.

    Step 17

18. Click the Submit button.

    Step 18

19. 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 19

20. Click the OK button.

    Step 20

21. Click the Home link.

    Step 21

22. Click the scrollbar to move across the page.

    Step 22

23. Click the Sign out link.

    Step 23

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

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