The batch job for Probation Review Notifications requires the following to be filled out on the Probation Review record, within one week before the probation review date:
The Reviewer field must be populated on the Probation Record.
The Probation Review Status must be Awaiting Outcome.
If these fields are not populated within the week preceding the probation review date, then the record will not be processed, and a reminder will not be received.
Check the status
You can check to see if a probation reviewer has been assigned and that the status of the probation review is awaiting outcome by following these steps.
Click Employees, then Employees, then click Career History.
Select the affected employee.
Click the Probation Period tab and then the probation period record.
If you believe these fields were both populated within the 1 week window, then an audit will need to be run on the record to check the dates in which the information was added to the system.
Identify the probation key number
Log in to the SelectHR Admin Tool.
Click Import/Export Data.
Click Create an export definition.
Click Select the data to export.
Change the Database drop down to SelectHR.
Log in.
Copy the below SQL:
Select Employee.[Probation Reviews].[Probation Review Number], Employee.[Probation Reviews].[Probation Period Number], Employee.[Probation Reviews].[Probation Review Date], Person.Snapshot.[First Name], Person.Snapshot.Surname From Employee.[Probation Reviews] Inner Join Employee.[Probation Periods] On Employee.[Probation Periods].[Probation Period Number] = Employee.[Probation Reviews].[Probation Period Number] Inner Join Employee.[Appointment History] On Employee.[Probation Periods].[Appointment Number] = Employee.[Appointment History].[Appointment Number] Inner Join Person.Snapshot On Employee.[Appointment History].[Appointment Number] = Person.Snapshot.[Appointment Number]
In the top left of the export, click Options, Paste SQL from clipboard.
At the bottom of the export, in the criteria section next to the Surname field, enter the employees Surname.
Click Data.
You will need to make a note of the Probation Review Numbers, and the Probation Period Numbers.
Exit the Export screen by clicking Cancel, and move on to the next section.
Audit the record
Click Select the data to export.
Change the Database drop down to SelectPersist.
Log in.
Copy the below SQL:
Select audit.[Object Schema], audit.[Object Name], audit.[Key Number], audit.[Audit Date], audit.Action, [audit fields].[Field Name], [audit fields].[Is Text], [audit fields].[Was Text], [audit fields].[Is Number], [audit fields].[Was Number], security.users.[User Name] From audit Inner Join [audit fields] On audit.[Audit Number] = [audit fields].[audit number] Left Join security.users On audit.[User Number] = security.users.[user number] Where audit.[Object Name] Like '%Probation%' And [audit fields].[Field Name] In ('Reviewer', 'Outcome') Order By audit.[Audit Date]In the top left of the export, click Options, Paste SQL from clipboard.
At the bottom of the export, in the criteria section, enter the Probation Review Number next to the Key Number criteria field.
Click Data.
You will now be able to see when the information was populated on the record, and who by.
If the information was not entered correctly within one week of the Probation Review Date, then the batch job will not have processed the record.