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Create a query on probation end date or status

Create a report on which employees' probation is ending soon and to check their probation status.

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Written by Joshua Shooter
Updated over a month ago

To create a query on whose probation ends in the next three months, follow the steps below.

  1. Click Access Button image then click HR Admin.

  2. Click Queries then click the + icon.

  3. Select Employment Data then select Probation End Date.

  4. Select Probation Status then click Next.

  5. From the Probation End Date filter:

    • Select Next X Days. then set this to the time period you would like to see.

    • Enter the number of days for the period you want to see.

    • Example: To view employees with probation ending in the next 4 weeks, enter 28.

  6. Click Next and provide the query with a name and description.

  7. Click Next to view the results.

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