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Automate Probation Dates for New Starters

Automatically create a probation date for a new starter during the profile creation

Alexandros Tofarides avatar
Written by Alexandros Tofarides
Updated today

Note: Only Admins and Super Admin have the ability to do this.

At Charlie you are now able to automatically add a probation date on an employee profile during the creation of the profile. The probation timeline can beset by an Admin during the account set up so any time a new profile is created the probation date is automatically populated.

To achieve this follow the below steps:

  1. Head to People -> Onboarding

  2. Under "Default Probation Settings" click edit

  3. Type in the length of a probation period at your organisation and

  4. Click submit


Once you have completed this, you will see that during the creation of a new profile Charlie automatically populates the probation end date.

You will still have the ability to edit this on a case by case during the set up.

And just like that all done :)

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