Probation tracker tool to easily manage upcoming review meetings. Have automated reminder emails sent to Line Managers.
Manage probation review dates in a spreadsheet and be sent reminder emails
Key Functionality
The daily check is performed between 7am – 8am every day and for any emails that are sent a Note will be attached to the cell with its timestamp for record purposes and it will be coloured in light-green.
You can continue to append further rows for new staff starters after the initial Sheet setup or you may wish to delete/move rows for those that have completed their probation period.
You can adjust dates, emails addresses, etc at any point in time.
If you enter something into the ‘Probation Passed’ column then that given row will be skipped in future checks, to help save time if you continue to add to this Sheet.
You do not have to enter a review date for every single column, thus allowing flexibility between differing roles, just leave it blank.
There is a Log sheet to help capture any errors and it will attempt to email the account that creates the daily check (trigger) to alert them.
Editor: A reminder that Phil Bainbridge will be joining us on Totally Unscripted at the slightly earlier time for non-US viewers of 7pmUTC 20 March, 2024. This ‘Google Sheets probation tracker and reminder tool’ is a great example of the types of solutions Phil creates as part of his role at the University of York. Watch live at 1200 PT / 1500 ET / 1900 GMT
I use Google Apps Script to support staff and students in my job. I enjoy dabbling with creating tools to help with automation and I freely share my learning experiences on my blog, where I also have a number of useful Google Add-ons: www.pbainbridge.co.uk
