Upload a probation form

You must follow these steps successfully or the system may not be aware you have completed the relevant stage and continue to send reminders.

To upload a probation form:

1. Log in to Manager Self-Service (MSS) using your single sign-on University username and password.
2. Click on the employee you are uploading the probation form for on the left-hand side of the screen.
3. Click on the 'Probation' link.
4. A menu will appear at the bottom of the screen − click on 'Complete Probation Review'.
5. This will start the two-step process chain.
6. Enter the details requested:
   • Job title − make sure the job title is correct
   • Review type − choose the correct review type explaining if this is a Start, Mid or End of probation review
   • Date occurred − enter the date the meeting occurred
   • Overall rating − enter either 'satisfactory' , ' satisfactory progress not yet made' or 'concerns for performance'
7. Enter next review date (this will not affect reminders that are sent from the system):
   • if you are entering the 'start probation' field enter the date of the mid probation meeting (or expected)
   • if you are entering the 'mid probation' field enter this as the date of the end probation meeting (or expected)
   • if you are entering the 'end probation' field enter this as the date the employees first SDPR meeting will be due
8. Click 'save'.
9. Click the blue arrow on the right-hand side (in line with the title 'chain: probation review').
10. Enter the details requested:
    • document − name your document, for example, 'Tom Smith Mid probation form'
    • document type − choose the relevant document type, for example, 'Start-probation', 'Mid-probation' or 'End-probation'
    • visible in self-service − tick the box to make sure your employee can view the upload
    • select a file − use the 'browse' button to find the relevant document and upload it
11. Click 'save'.
12. Navigate away from the screen by clicking on the 'iTrent' icon on the top left-hand corner of the page or shut it down if you have finished using MSS.

Please refer to our Uploading Probation Forms guidance for a visual guide.