Employee Status Probation

DiSmith
DiSmith Member Posts: 10 Reckoner Reckoner
in Reckon Accounts (Desktop)

Hiya,

We have a 3 month probation period for all new employees, I would like to set up a system workaround to show their Employment Status as Probation rather than the generic Full Time, Part Time, Casual.

I would like to include the start and end date of the probation period and be able to run a report so I can readily see when someone is due off their probation period.

I tried by setting defined fields in the employee detail area however it will not show on reports, none of the defined fields will show even when I have modified the report to include these details.

For context, we are in Vanuatu where employee turnover is very high and trying to stay on top of the legal 3 month probation period is time consuming when we have in excess of 40 employees coming and going at any given time!!

Any suggestions before I start crying with frustration please 😀 Thanks everyone.

Di

Answers

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,158 Reckon Community Manager Community Manager

    Hi @DiSmith

    You won't be able to change the employment type status as those are set as required by the STP framework.

    With that said, I think you were on the right track looking at custom fields for your employee profiles. I've had a quick play around in my test file and put together the below example.

    Would something like this work for you?

    Create two Custom Fields; one for Probation Start Date and the other for Probation End Date and tick that they're for employees.

    Enter the relevant dates for probation for the required employees in the profile. Example below.

    image.png

    Then, jump into the Employee Contact List report and modify it to include the Probation Start Date and Probation End Date custom fields. This will show the dates you've entered on the respective employees (example below).

    You can save a copy of this modified report as a Memorised Report so its always on hand for you.

    image.png
  • DiSmith
    DiSmith Member Posts: 10 Reckoner Reckoner

    Awesome thanks Rav, that's how I started but when I ran the Super by Fund report the probation information didn't appear. Perhaps it only appears in certain reports for some reason.

    I will have another attempt tomorrow as it would make the tracking of probation periods a lot simpler for me.

    Appreciate your input.

    Cheers

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,192 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited November 12

    " … when I ran the Super by Fund report the probation information didn't appear. Perhaps it only appears in certain reports for some reason …"

    Yes, you're correct @DiSmith - Unfortunately, Custom Fields are database-related (rather than transactional) so will only display on reports for list info (as in @Rav's example above) 🫤

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  • DiSmith
    DiSmith Member Posts: 10 Reckoner Reckoner

    Thankyou, got it now

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