Confirmation Module

Last Updated: January 2026

Overview

Confirmation Module manages complete employee probation lifecycle through 4 tabs:

Stage	Tab	Status
Upcoming	Due List	Nearing completion
In Progress	Pending Review	Manager approval
Finalized	Completed Review	Archived
Configuration	Probation Setup	Policy rules

---

Due List - Track & Initiate

Monitors employees approaching probation end dates.

Displays:

• Employee Name
• Department & Designation
• Primary/Secondary Managers
• Probation End Date (highlighted if overdue)

Quick Actions

1️⃣ Select employees (checkbox)
2️⃣ Click Initiate Review
3️⃣ Managers receive approval forms

Other options: Direct Approve / Extend Probation

---

Pending Review - Workflow Control

Tracks 3-stage approval process in real-time.

Review Levels:

Level	Status Indicators
Self Review	🔵 Pending 🟢 Completed
Primary Manager	🔵 Pending 🟢 Completed
Secondary Manager	➖ N/A 🟢 Completed

HR Intervention Tools

When delayed:

• Send Reminder to specific reviewer
• Approve on behalf (admin override)
• Clear Selection

---

Completed Review - Audit Trail

Read-only archive of all finalized confirmations.

Shows:

• Employee details
• Final Department & Designation
• Pay Cadre
• Confirmation Date
• Final Status

Export: PDF | Excel | CSV

---

Probation Setup - Policy Configuration

Define probation rules before processing.

Active Policies

Policy Name	Probation Days	Effective Date	Actions
Default	180	01-Jan-2026	₲ Edit 🗑️ Delete
Executive	90	15-Dec-2025	₲ Edit 🗑️ Delete

Create New Policy

• Click on +Add Button
• Fill the required details

---

Complete Workflow

1. Probation Setup → Define Policies
2. Due List → Select → Initiate Review
3. Pending Review → Monitor/Remind/Approve
4. Completed Review → Archive & Export

---

Additional Features

• Bulk Actions - Select multiple employees
• Filters - Department, Designation, Date range
• Pagination - Handle large datasets
• Export - PDF/Excel/CSV for reports
• Overdue Alerts - Automatic highlighting