Quick Reference Guide
Objective or Task
Start and complete a probation performance review or disciplinary action in Workday.
Instructions
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Navigate to the employee’s worker profile in Workday.
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Select the Related Actions button.
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Select Job Change.
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Select Manage Probation Periods.
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Select Edit to update the Probation End Date if the probation period needs to end early.
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Select Start Review to begin a probation performance review.
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On the Review Probation Period screen, select OK to confirm.
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Open your Workday Inbox.
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Locate the Start Probation Performance Review and/or Disciplinary Action To Do.
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Leave the To Do open and do not submit it yet.
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In the Workday search bar, enter Start Disciplinary Action for Employee if a disciplinary action is required.
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Complete the disciplinary action using the following required values: a. Employee
b. Review Template
c. Disciplinary Action Reasons
d. Period Start Date
e. Period End Date
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Return to your Workday Inbox.
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Submit the Start Probation Performance Review and/or Disciplinary Action To Do.
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Open the Submit Probation Period Review inbox item.
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Select a value for Probation Outcome: a. Satisfactory to end the probation period.
b. Unsatisfactory – Involuntary Termination to start the termination process.
c. Unsatisfactory – Resign in Lieu of Termination to start the resignation process.
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Select Submit to complete the process.
Outcome
The probation performance review or disciplinary action is completed and the probation outcome is recorded in Workday.