---
title: "A Google Sheets probation tracker and reminder tool"
author: "Phil Bainbridge"
date: 2024-03-19T22:31:48+00:00
canonical_url: https://pulse.appsscript.info/p/2024/03/a-google-sheets-probation-tracker-and-reminder-tool/
markdown_url: https://pulse.appsscript.info/p/2024/03/a-google-sheets-probation-tracker-and-reminder-tool.md
categories:
  - "Sheets"
  - "Solutions"
tags:
  - "pbainbridge.co.uk"
featured_image: https://pulse.appsscript.info/files/2024/03/ProbationTrackerTool-1.png
description: "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 [https://www.youtube.com/watch?v=-JrJpK4ezjg]. 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. As explained by Phil: \"The following Google Apps Script tool was developed to allow you to easily be reminded of when upcoming probation review meetings are due. Enter the details into the Google Sheet, including upcoming review dates, and the tool will automatically email the Line Manager both 14 days before and on the day of the review date.\" In the episode of Totally Phil will share his insights on how Google Apps Script can be used to automate tasks, create custom solutions, and enhance workflows. As part of the episode we will be learning how Phil's solutions have saved an estimated 3 years in productivity!!!"
---

# A Google Sheets probation tracker and reminder tool

![A Google Sheets probation tracker and reminder tool](https://pulse.appsscript.info/files/2024/03/ProbationTrackerTool-1.png)

> Probation tracker tool to easily manage upcoming review meetings. Have automated reminder emails sent to Line Managers.
> [https://www.pbainbridge.co.uk/2024/03/probation-tracker-tool.html](https://www.pbainbridge.co.uk/2024/03/probation-tracker-tool.html)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**](https://www.youtube.com/watch?v=-JrJpK4ezjg)

Source: *[The Gift of Script: Probation Tracker Tool*](https://www.pbainbridge.co.uk/2024/03/probation-tracker-tool.html)

---

*Published by [Phil Bainbridge](https://pulse.appsscript.info/p/author/phillipbainbridge/) on [Pulse](https://pulse.appsscript.info/). Original article: [https://pulse.appsscript.info/p/2024/03/a-google-sheets-probation-tracker-and-reminder-tool/](https://pulse.appsscript.info/p/2024/03/a-google-sheets-probation-tracker-and-reminder-tool/)*