Managing the Promotion Probation Period

This chapter provides an overview of promotion probation period setup and discusses how to:

• Assign a promotion probation period.

• Calculate promotion probation period end dates.

• Validate or deny promotions.

Understanding Promotion Probation Period Setup

Promotion probation period functionality uses the following setup data:

• Days Before Tenure and Seniority Calculation data from the FPS Installation Parameters table.

• Promotion Probation Period Suspension data from the Civil Service Position table.

• Probation Period Length from the Grade table.

• Various fields from the Career table.

To create a promotion probation period for an individual employee, select the Trainee check box on the Career - Classification page.

See Also

Setting Up FPS Installation Parameters

Defining Civil Service Positions

Setting Up Salary Grades

Entering Career Classification Information

Assigning a Promotion Probation Period

You assign a promotion probation period to an employee only when you are setting up a grade promotion that implies a corps change.

To set up a grade promotion that implies a corps change:

1. Access the Career - Overall Data page in the Increment Step/Promotion FPS component and insert a new row. Use Grade Promotion as the action.

   Note. Although Grade Promotion is the most common action in this situation, you can use any action you choose after Career Data Authorized is checked and Grade/Step is selected on the FPS Action page of the Actions component (Set Up HRMS, Product Related, Workforce Administration).

2. Access the Career - Classification page in the Increment Step/Promotion FPS component.

3. Select the Trainee check box to indicate that the employee is beginning a probation period.

   This check box appears only for employees who are not trainees.

4. Set the probation period to In Progress.

See Also

Processing Grade Promotions

Calculating Promotion Probation Period End Dates

This section discusses how to calculate promotion probation period end dates.

Pages Used to Calculate Promotion Probation Period End Dates

Calculating Promotion Probation Period End Dates

Access the Calculate End of Probation Pd page (Workforce Administration, Collective Processes, Identify Promotable Empls FPS, Calculate End of Probation Pd, Calculate End of Probation Pd)

To calculate the probation period end date for all trainees, leave the ID (employee ID) and Empl Rcd# (employee record number) fields blank.

The Calculate End of Probation Period SQR process (FPA305) determines the exact probation period end date, accounting for civil service position breaks and part-time positions.

This process:

• Calculates the date, depending on the corps change date and the probation period length.

  Length is determined when you set up the new grade.

• Considers the civil service positions that are held by an employee during the probation period.

  Some civil service positions can suspend the promotion probation period and postpone the probation period end date.

• Considers the work-time percentage for a part-time employee.

• Displays the Period End Date on the Career-Classification page.

Validating or Denying Promotions

At the end of the promotion probation period, you must validate or deny the promotion. This section discusses how to:

• Validate a promotion

• Deny a promotion

Prerequisites

Before you can validate or deny a promotion, you must have run the End Date Calculation process (FPA305) that calculates the promotion probation period end date.

Validating a Promotion

To validate a promotion:

1. Access the Career - Classification page.

2. Scroll to the row with the last action that is recorded in the employee record.

3. Select Validated.

4. (Required) Enter the appointment in corps date.

See Also

Entering Career Classification Data

Denying a Promotion

To deny a promotion:

1. Access the Career - Classification page.

2. Scroll to the row with the last recorded action in the employee record.

3. In the Probation Period group box, select Rejected.

4. Save the row.

   The move is deleted in the record. Data is stored in the Delete Moves table.

5. To delete other rows that are associated with the same promotion probation period, repeat these instructions.

See Also

Deleting Career Data