The reality of probation management today
Probation periods are legally significant. But tracking them manually is error-prone and labor-intensive: The typical experience:
HR maintains a spreadsheet of probation end dates
Calendar reminders get ignored or snoozed
Managers don't know how to conduct probation reviews
Decisions are made but not properly documented
Extensions aren't communicated to employees on time
Legal exposure from missed deadlines
How this flow looks in Triform
Triform monitors probation end dates from your HRIS. It prompts managers 2-4 weeks before the deadline with a review form and guidance. It collects the decision, routes for any necessary approvals, updates systems, and generates confirmation letters — all automatically.
Integrations used in this flow
BambooHR
Streamline onboarding workflows, automate offboarding checklists, and keep employee data in perfect sync.
Slack
Trigger workflows from messages, approve requests with buttons, and build knowledge bots for your team.
Gmail
Draft context-aware email responses, auto-categorize messages, and trigger workflows from inbox patterns.
Start from a single prompt
Describe your full workflow in one go and let Triform design the flow with you.
Example prompt for this automation
Where this automation fits
Every probation tracked, every deadline met
Managers get the right prompts at the right time. HR has visibility into every decision. And nothing slips through the cracks. This means:
- Consistent, compliant probation process
- Managers guided through their first reviews
- Complete documentation for legal protection
From manual tracking to proactive management
Connect your HRIS to access probation dates
Define your review timeline and escalation rules
Set up review forms and approval workflows
Configure employee communication templates