Skip to main content
English (Canada) English (United Kingdom) English (Malaysia) English (New Zealand) English (Singapore)

Create a probation report

Updated

Available for the following plans: Lite, Plus, Unlimited, HR Engage, HR Elite, Unlimited HR+Payroll
Available for the following HR plans: Standard, Premium, Platinum
Available for the following User Access levels: Admin      

The Probation Report provides clear visibility of probation information across your workforce. This dedicated report helps you track probation periods, monitor completion status, and identify upcoming probation reviews without the need for manual spreadsheet tracking. You can view probation start dates, end dates, lengths, and current status for employees across your organisation, helping you proactively manage probation timelines and support operational workflows.

Important

Personnel refers to both employees and contractors in this instance. The Probation Report is currently available for Global Teams users in the Global Teams Portal, with availability for all customers coming soon.

Getting started

Access the Probation Report
  1. Click the   Reports menu.
  2. Click the People tab.
  3. Click the Probation Report box.

Helpful Hint

For Global Teams users: The Probation Report is available under Global Teams PEO Services Business Reports in the People category.

View and filter probation data
  1. Once you access the Probation Report, you will see a table view displaying all employees with probation information.
  2. Use the available filters to refine your view:
    • Employee name - Search for specific employees.
    • Host org - Filter by host organisation (Global Teams users).
    • PEO org - Filter by PEO organisation (Global Teams users).
    • Employing entity - Filter by the legal employing entity.
    • Status - Filter by probation status (In Progress, Ending Soon).
    • Probation end date - Filter by date range for when probation ends.
      Filters.jpg
  3. Click Reset to clear all applied filters.

Helpful Hint

By default, the report shows only active employees who have probation start or end dates recorded. This focuses the view on relevant data and helps you quickly identify employees currently in or approaching the end of their probation period.

Sort and export probation data
  1. Click on any column header to sort the data in ascending or descending order.
  2. Available columns include:
    • Employee name
    • Host org (Global Teams)
    • PEO org (Global Teams)
    • Employing entity
    • Probation start
    • Probation length
    • Probation end
    • Status
      Coloumns.jpg
  3. To export the data, click the Export CSV button.
  4. The CSV file will include all visible fields and can be used for offline analysis or sharing with stakeholders.

Helpful Hint

The CSV export includes all currently filtered and visible data. Apply your desired filters before exporting to ensure you capture exactly the information you need.

Further information

Understanding probation status indicators

The Probation Report displays status indicators to help you quickly identify where employees are in their probation period:

The table below explains each probation status indicator and what it means for the employee.

Status Description
In Progress The employee is currently within their probation period. The probation end date has not yet been reached.
Ending Soon The employee's probation period is ending within the next 7 days. This indicator helps you prepare for upcoming probation reviews and decisions.

Important

Status indicators are calculated automatically based on the probation start and end dates recorded in the employee's profile. Ensure probation dates are kept up to date for accurate status reporting.

Data displayed in the Probation Report

The table below lists each field displayed in the Probation Report and describes the information it shows.

Field Description
Employee name The full name of the employee or contractor.
Host org The host organisation (Global Teams PEO Services only).
PEO org The Professional Employer Organisation (Global Teams PEO Services only).
Employing entity The legal entity that employs the worker.
Probation start The date when the employee's probation period began.
Probation length The duration of the probation period (e.g., 3 months, 6 months).
Probation end The date when the employee's probation period is scheduled to end.
Status The current probation status: In Progress or Ending Soon.
Using the Probation Report for Global Teams

For Global Teams PEO Services users, the Probation Report provides additional organisation and entity information to help you manage probation across multiple clients:

  • Multi-client visibility: View probation information for workers across all your client organisations in a single report.
  • Organisation filtering: Use the Host org and PEO org filters to focus on specific client arrangements.
  • Entity management: Filter by employing entity to ensure you're tracking probation for the correct legal entity.
  • Compliance support: Export data to support Employer of Record obligations and client reporting requirements.

Helpful Hint

Use the Probation Report alongside other Global Teams reports to maintain a complete view of your workers' employment lifecycle across different client organisations.

Best practices for managing probation
  • Regular monitoring: Review the Probation Report weekly to identify employees with upcoming probation end dates and ensure timely reviews.
  • Use the "Ending Soon" status: Focus on employees showing "Ending Soon" status to prioritise probation review meetings and decision-making.
  • Keep data current: Ensure probation start and end dates are recorded accurately in employee profiles for reliable reporting.
  • Export for planning: Use the CSV export to share probation timelines with managers and HR team members for workforce planning.
  • Combine with performance data: Use probation information alongside performance reviews to make informed decisions about employee continuation.

Related articles