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Automatic Initiation of Probation,Goal sheet & Appraisal requests.

As an organization grows, it becomes increasingly difficult to manage the process manually and track them against each employee, Centrahub HCM has come up with automation techniques that would initiate the requests for Goal sheet, Goal sheet tracking, Probation & Appraisal automatically. The process of automatic request initiation is further illustrated below.

1.1 Automatic Probation Initiation of employees:

This feature helps users in initiating the probation evaluation request automatically based on the employee's probation period and status. As per the below configuration application will look for employee's whose status is "on probation" and  probation end date is in next 7 days and fetches all such employee records and create a new request for probation evaluation automatically

1.2  Preconditions:

1. The probation period should be defined in employee details master in months’ duration.
2. Employee status should be set to “On Probation” in employee details master.

1.3 Process to Initiate Probation Evaluation Automatically.

Path: Settings >> Preferences >> Global preferences>>Settings>>Appraisal.  
  • Enter the no of days prior to which the probation evaluation needs to be started.
Navigate to Settings>>Approval >>Sync pattern and create a new sync pattern so that system would run a scheduler/Trigger on provided intervals and initiate a new probation request.
· After the sync scheduler run system would check for employee records as per master mapping and fetches those records and create a new request under Initiate Probation Evaluation list screen.

       Double Click or click on Edit button to view the employee details as below.
Note: The process remains unchanged after the request creation. Notifications would be sent based on the Probation evaluation workflow.

2.0 Automatic Initiation of Goal sheet of employees: 

Creating goal sheet manually is a time-consuming process so in order to reduce that effort and save productive hours this new feature of initiating the Goal sheet evaluation process automatically has been introduced in the application using this feature user can initiate the goal sheet within less time and in periodic intervals

2.1 Preconditions:

    · Auto initiate prior days should be defined in global preferences.
    · Sync pattern and trigger need to be defined in settings.


Goal sheet initiated ion workflow should be defined in Setting >>approval >>workflow

2.2 Process to initiate goal sheet automatically.

The goal sheet would be automatically created as the system executes below listed steps.
Based on the sync pattern definition system would initiate the trigger.
    · System would functions defined and mapped in the approval workflow.
    · System would create a new record in below path
Path >>Menu >> Performance management >> Initiate goal sheet.


 The process remains unchanged after the request creation. Notifications would be sent based on the goal sheet workflow defined in the settings.

3.0 Automatic Appraisal Initiation of employees:

This feature helps users in initiating the Appraisal evaluation process automatically based on the rules set by the management.

3.1 Preconditions:

    · Appraisal Workflow should be deified in the masters
    · Auto initiate prior days should be defined in global preferences
    · Sync and Workflow master need to be defined in settings


3.2 Process to Initiate Appraisal Automatically


 A new Appraisal request would be automatically created as the system executes below listed steps.
· Based on the sync pattern definition system would initiate the trigger.
· System would check for the functions defined and mapped in the approval workflow.
· System would create a new record in the below path.

Path: Menu >> Performance management >> Initiate appraisal


              The Edit mode of initiate appraisal is listed below.


The process remains unchanged after the request creation. Notifications would be sent based on the Appraisal workflow defined in the settings
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