Starter · Part of HR
Probation Management
sub-spec 22B
Auto-scheduled 30 / 60 / 90 manager reviews from hire date, structured rating + free-text submission, and a confirm / extend / terminate decision recorded at the final milestone. Replaces the spreadsheets + reminder emails most BPOs run today.
For the operator
When you hire someone, you don't think about this again until the system reminds you a review is due. Open the employee, click Probation, see all scheduled milestones plus what's been submitted to date. Click a scheduled review to fill the form in a side drawer — rating sliders for each competency, two free-text sections (strengths + growth areas), one overall recommendation. Save draft, finish later, or submit. At day 90, HR sees a Decision panel unlocked at the top of the tab: confirm to keep the employee, extend to give another milestone window, terminate to hand off to offboarding. The on-probation banner on the employee header shows days remaining at all times so nothing falls between the cracks.
Business impact
Closes the BPO weak spot of "probation review = a one-line manager note or nothing at all". With this in place, every BPO operating in jurisdictions where probationary terminations require documented performance assessment (Quebec, France, UK) has a regulator-defensible audit trail without anyone retyping anything. Cuts time-to-confirmation by the calendar pressure alone — managers complete reviews on schedule instead of three months late — which means agents who should be confirmed get confirmed, and agents who shouldn't get caught before the probationary window closes (after which termination requires cause). Pass-rate and time-to-confirmation analytics ship in Wave 2.