The New Hire Probation Review Plan creates performance reviews automatically for new employees, so probation and follow-up reviews happen on a predictable schedule without anyone creating them by hand. It comes pre-configured: a first review 90 days after an employee's join date, then a repeat review every 6 months.

The plan ships switched off. You set a fallback manager evaluator, adjust the timings if you want, and activate it.

Step-by-Step Procedure

1. Open the Review Plans and Cycles tab. The list shows Name, Applies To, First Review After, Repeat Every, Submission Due In and Status.
   
2. Click the edit icon at the end of the plan's row to open Review Plan Details.
   
3. Check Applies To — new employees, based on their join date. This cannot be changed.
4. Adjust the timings if you need to:
   First Review After — days after the join date before the first review is created. The default is 90.
   Submission Due In — days the evaluators get to submit. The default is 14.
   Repeat Every — months between reviews after the first one. The default is 6.
5. Check the Review Template the plan uses. It is set to Standard Review Template.
6. Set the Default Manager Evaluator — start typing a name and pick from the hints. This person is assigned only when the plan cannot work out the usual manager for an employee.
7. Set Status to Active, then click Save.

Notes & Important Behaviour

• Set the fallback evaluator before activating. A default manager evaluator must be in place, or activation is blocked and you are told to configure it first.
• Changing and removing the fallback. It can be changed at any time, but only removed while the plan is inactive.
• It must be a current employee. If they later leave, the plan keeps running and the details screen warns you to update the field.
• Changes are not retrospective. They apply only to reviews created after you save; existing reviews are untouched.
• Deactivating stops new reviews only. Reviews already created are unaffected.
• Fallback assignments are flagged. A review created using the fallback evaluator is marked in the Performance Reviews list so a Head of Department or Admin can confirm or reassign it.
• The plan runs daily. It does not create reviews for past dates, and will not create a second review for the same employee and date if it runs more than once.
• Local dates decide timing. Reviews are created based on the employee's own local date, using their location.

Visual Indicators & Statuses

• Active — The plan is creating reviews on its schedule
• Inactive — The plan is paused and creates nothing new