Employee Probationary Check-ins

Manage the employee workflows, like 30-60-90 day evaluations, KPI/KRA tracking, and status updates, of the HR process at your company.

Database

Database

Manage the evaluation process and associated records in a central repository.

Workflows

Workflows

Configure workflows to route records based on business logic (approvals, checklist, status change, etc.).

Interface

Interface

Set up role based access control for hiring managers, HR, finance/legal, etc.

Integration

Integration

Connect with Slack, SAP SuccessFactors, Microsoft Entra ID, and 1,000+ product integrations, plus REST API.

AI

AI

Customize the application to your company's process and workflows using AI.

Security

Security

Protect your data with SSO/MFA, ISO/IEC 27001, SOC 2 + HIPAA Type 2, and GDPR compliance.

Manage all your requirements from a unified interface

Initiation

Set up the form for the HR business partner to initiate the 30-60-90 day check-ins. Enable fields to collect the data required for the process (job description, drafted onboarding plan, objectives and deliverables, role-specific KPIs/KRAs, probation confirmation letter, etc.).

Status

View the status from initiation to completion. Trigger workflows based on the status of the records (meeting expectations, needs improvement, failing expectations, etc.). Ensure that everyone is updated on the status of an employee before progressing to the next stage.

Evaluation

Configure records to be routed through a rule-based, multi-stage, multi-role evaluation matrix that assigns records to different stakeholders (hiring manager, onboarding peer, employee senior mentor, HR operations executive, finance payroll/benefits staff, etc.).

Workflows

Configure workflows to route records through the process based on business logic (file submission, manager review, HR approval, mentor rating, KPI update, etc.). Set up conditions for notifications, recurring tasks, reminders, escalations, exception handling, etc.

Checklist

Set up a checklist to ensure that the process is followed step-by-step without issues (conduct expectation meeting, assign a senior mentor, complete eNPS, etc.). Ensure that only the users and groups in the RACI matrix can view and take action on the records.

Documents

Link/Upload resources (90 day performance appraisal, performance improvement plan, probation extension agreement, execution scorecard, responsibility matrix, etc.). Search through all the records and filter based on the fields of the records.

Frequently Asked Questions

Zoho Creator is an AI-powered application development platform that's used to automate business processes and workflows in organizations. With it, you can build custom applications specific to your requirements.

The Employee Probationary Check-ins application is installed and runs on Zoho Creator. You can fully customize the application to your company's requirements if desired.

Yes, there is a 15-day free trial.

Zoho Creator ensures the logical separation of your data from everyone else's. Data retention and backup happens in a secure manner, and all data is stored in data centers in multiple geographies to ensure enterprise-grade security and high availability.