Probation Management
Automate milestones, reminders, reviews, approvals, confirmation and extension decisions — probation handled on time, documented and fair, every single time.
What you get
Automated milestones
30/60/90-day checkpoints (or your own schedule) are created automatically the day someone joins.
Reminders that prevent misses
Managers and HR are nudged before every deadline — no more confirmations that lapse by accident.
Structured probation reviews
Consistent criteria for every new joiner, so confirmation decisions are comparable and defensible.
Confirmation and extension workflows
Approve, confirm or extend with configurable approval chains and a full record of who decided what, when.
Inside Probation Management
Milestones, end dates and manager submissions in one queue — decisions made with full audit context.
Probation that never slips through the cracks
A missed probation confirmation is not a paperwork problem — it is a legal exposure, a confused new hire and a manager who looks unprepared. Probation Management creates the full milestone schedule the day someone joins: check-ins, structured reviews, reminders and the confirmation or extension decision, each with an owner and a deadline.
Every decision is documented as it happens. If an extension is challenged or a confirmation questioned later, the complete record — reviews, evidence, approvals, dates — is one search away, not scattered across three inboxes and a spreadsheet.
One connected platform
Works with the rest of MeritFlo
Every module reads from and writes to the same employee record — connect them in any order.
Frequently asked questions
Probation deadlines are legally meaningful and easy to miss in spreadsheets. It is a contained workflow with immediate, visible value — which makes it the most common first module for new customers.
See Probation Management in a live demo
A 30-minute walkthrough using your own process as the example.
Pricing that scales from 50 to 5,000 employees.