With Teamflect, you can automatically launch probation reviews (for example, 30-, 60-, or 90-day reviews) for new hires based on how many days they’ve been at the company. This lets HR teams and managers consistently check in on new employees’ progress without manually creating reviews each time as soon as the defined number of days after their hire date has passed, Teamflect will initiate the review.
Step 1
To set up this review automation, first, go to Teamflect Admin Center https://admin.teamflect.com
Step 2
Find "Modules" on the left navigation bar and click the "Reviews" tab.
Step 3
Click "Review Templates" and find the probation review template you'd like to start a cycle with.
Step 4
When the page opens, you will see the existing templates in the dropdown menu. Please choose the “60-day Review,” select a scenario, and click the "Start" button to set up automation.
There are 4 scenarios:
Please choose “New hire automation (employees who complete their FIRST X days.”
To set up this automation, first set the cycle name. Then select how many days after the employee's hire date the review should be submitted. According to that scenario, you should write 60 in this section because you want to send the review after the first 60 days have passed.
You can check the “Only send to users who logged in to Teamflect” box if you want to send this review only to users logged into Teamflect.
Step 5
Then set the time and timezone to send the review. If you have a note for the review participants, you can optionally add it. Your automation is now ready. You can save this automation by clicking the "save automation" button.
Beneficial Use Cases
Assess New Hire Progress
Starting a probation review enables managers to evaluate a new hire’s performance and provide feedback early in their probation period. This helps identify strengths and areas for improvement in a timely manner.Align Team Expectations
By initiating a probation review, managers can ensure alignment between the employee’s performance and team or organizational goals. This ensures both parties have clear expectations for the probation period.Provide Actionable Feedback
A probation review allows managers to offer constructive feedback, set development goals, and guide employees in their early stages. This feedback encourages growth and improves overall performance.