Trial period

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How to End the Probationary Period for a User

1. Go to the Associates Tab
   • Navigate to the Associates tab.
   • Find the user whose probationary period needs to be closed.
   • Click on their profile.

2. Check the Probationary Status
   • Next to the user’s name, you will see an informational label Trial period.
   • Click on the Edit Profile button.

3. Removing the Probationary Status
   • In the profile editing window, find the checkbox that corresponds to the probationary period.
   • Uncheck this box.

4. Entering the End Date of the Probationary Period
   • After unchecking the box, a field will appear where you need to enter the end date of the probationary period.
   • Enter the end date (for example, today’s date). This field is mandatory.

5. Saving Changes
   • Click Save changes.
   • A warning will appear, notifying you that you won’t be able to set the probationary period for this user again.

6. Confirmation
   • Click Yes to confirm the action.
7. Completing the Process
   • After saving the changes, the probationary period information will no longer be visible to this user.
   • Additional time-offs will automatically be added to the user’s profile.

This process allows you to end an employee’s probationary period and automatically updates their entitlement to additional bonuses or time-offs.