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    General Business automation

    90-Day Probation Review Reminder

    A done-for-you everyday business automation built for the HR Manager, connecting Slack so the work below happens on its own.

    How it works

    What this automation does, step by step

    1. Using each new hire's start date stored in BambooHR, the system automatically counts down to the 90-day probationary review and sends the manager a Slack reminder two weeks out with a simple structured evaluation form covering performance, culture fit, and any concerns raised so far.

    2. If the manager hasn't submitted the evaluation by day 85, HR automatically gets looped in with a reminder, since a missed probation review can mean losing the legal window to part ways cleanly if things aren't working out.

    3. Completed reviews are logged automatically in the employee's BambooHR file, and any review flagged "at risk" triggers a private Slack check-in between HR and the manager to plan next steps.

    4. This single reminder has saved companies from accidentally missing their own probation deadlines more than once.

    Tools it connects
    • Zapier or Make.com
    • BambooHR
    • Slack
    • Google Forms

    Using different software? We build around what you already have, so you never have to switch tools to automate.

    Before and after

    The manual way vs. the automated way

    Without automation

    Done manually, a hr manager has to remember to follow up on every case individually, often relying on memory, phone calls, and whatever notes didn't get lost. It's the kind of work that quietly eats hours every week.

    With this automation

    • Interview scheduling without email ping-pong
    • New hire paperwork and account setup before day one
    • Certification and license expiration alerts
    • Timesheet and time-off workflows that route themselves