HR Probation Approval

Approve or extend employee probation from PartnerDesk. Log in, open Profile Settings, then select HR Probation Approval. Review Pending Probation and Approved/Rejected Probation, then use Approve or Extend for the required employee.

Path

PartnerDesk → Profile Settings → HR Probation Approval

Step-by-step instructions

Log in to CA Cloud Desk PartnerDesk and open Profile Settings

After login, click Profile Settings from the top/right area of the screen (or your profile menu) to open the settings section.

PartnerDesk — open Profile Settings.

From Profile Settings, select HR Probation Approval

In Profile Settings, click the HR Probation Approval tile to open the probation approval screen.

Profile Settings — select HR Probation Approval.

Review probation requests and take action

Use the two tabs to view requests, then click Approve or Extend in the Action column for the selected employee.

HRMS Probation screen with Pending and Approved/Rejected tabs and Approve/Extend actions

HR Probation Approval — view list and use Approve/Extend.

Pending & Approved/Rejected Probation

Tabs

Pending Probation — Requests that are waiting for action.
Approved/Rejected Probation — Requests that are already completed.

Common columns in the list

First Name Joining Date Confirmation Date Probation Period in Days Manager Name Manager Status Action

Approve & Extend

Approve

Click Approve for an employee from the Action column.
Select Manager and Designation, then enter Remark.
Click Submit to approve.

Extend

Click Extend for an employee from the Action column.
Enter the number of days to extend (if required), then add Remark.
Click Submit to extend the probation.

Approve or Extend — fill details and Submit.