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 |
Navigate: Employees → Workforce Management → Confirmation
📅 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 |
| Primary Manager | 🔵 Pending |
| Secondary Manager | ➖ N/A |
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
1️⃣ + Add Button 2️⃣ Policy Name: [Executive Track] 3️⃣ Probation Days: 4️⃣ Effective Date: 📅 [07-Jan-2026] 5️⃣ Applicability: Dept/SBU filters 6️⃣ Submit ✅
🔄 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