To create probation alerts:
From the dashboard menu, search and select Data Centre.
Scroll to Event Management.
To configure an HR Event, click HR Event Configuration.
With Event Category set to HR Events, scroll to Probation Expiry.
On the three-dot ellipses, click Edit to open Event Maintenance.
Then click on Add New Notification.
Under Generate Notification, select when you would like the notification to be generated, typically a number of days before.
Below Recipient, supply Notification Type, Email Address.
📌Note: If it's to go to managers, the Notification Type should be Organisation Role, and Organisation Role should be set to Reports To.
Click Save.
Under Message, select Configure Subject and Configure Message in turn.
For each, select the Data Source you would like to use and insert your Subject Text and Message Text.
Click Save at each stage.
Once configuration is complete, the event can be set active via the Active indicator on the Event Maintenance screen. Where possible, the process should be trialed first in a test environment.