HCM Core: Add or Manage Probation Period

Purpose

This job aid provides step-by-step instructions for adding, updating, or managing a probation period in Workday.  It outlines responsibilities for HR and Managers to ensure probation periods are accurately tracked and reviewed.

 

When to Use

Use this process when: 

• Establishing probation for a new hire 

• Updating probation dates due to leave or extension 

• Correcting probation records 

• Monitoring probation end dates 

 

Steps

1. Log in to Workday 

Access Workday using single sign-on 

2. Search for the Employee 

• Use the global search bar and open the Worker Profile 

• Select the employee from Search Results  

3. Initiate the Action 

• Click Actions  

• Hover over Job Change 

• Select Manage Probation Period from list that appears 

4. Enter Probation Details 

• Select Probation Type 

• Select Reason 

• Enter Start Date 

• Enter End Date 

• Add comments explaining the reason 

5. Review and Submit 

• Confirm effective date accuracy 

• Attach supporting documentation if required 

• Select Submit 

• A Success Message will appear 

6. Monitor Approval Workflow  

HR Partners may Track progress in Inbox or Business Process History.  

• Follow the steps above to Edit the Probation Period 

7. Probation is considered complete when: 

• End date is reached 

• Required review documentation is submitted 

• Status is updated in Workday 

• Any compensation or status changes are processed 

 

Notes & Tips

• Probation dates must align with appointment terms. 

• Extensions may require HR or leadership approval. 

• Ensure leave periods are considered when calculating end dates. 

• Use comments for audit transparency. 

• Do not use probation edits to change job classification. 

• Only users with appropriate HR security roles can update probation data.