Automate Probation review form on monday.com

HR managers collect employee name, start date from employees and line managers using a probation review form before the next stage can begin. GetSign pre-fills known details from monday.com so employees and line managers only complete what's missing, then sign instantly.

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What is the Probation review form on monday.com?

Most teams handle this over email. They send a PDF, Employees & line managers fills it manually, sends it back, someone re-enters the data into their system, and the file gets buried in a folder. GetSign replaces that entire process inside monday.com.
How It Works

How GetSign handles the Probation review form.

GetSign is a monday.com-native document app. Upload your Probation review form PDF once and GetSign auto-detects every field — employee name, start date, review date, performance rating, objectives met, extension decision, outcome, manager signature, employee signature. No manual field setup.

01

Auto-detect every
field, instantly.

GetSign auto-detects every field in the Probation review form PDF the moment you upload it. No manual setup, no dragging and dropping — every field, including employee name, start date, review date, performance rating, objectives met, extension decision, outcome, manager signature, employee signature , is identified instantly.

GetSign Form - Auto detection of fields
02

Pre-fill from your board, automatically.

If you already have the recipient’s name, company, or
contact details on your board, GetSign populates those
fields before sending. The recipient only fills what you do
not already know.

03

A clean guided interface, not a raw PDF.

Recipients see one field at a time in a simple step-by-step
flow. No scrolling through pages, no missed fields — and
higher completion rates every time.

A clean guided interface, not a raw PDF.
Setup

How to collect the Probation review form in monday.com.

No API setup. No third-party integrations. Everything happens inside monday.com.

Upload your Probation review form PDF
Add it once — GetSign auto- detects all fields immediately.
Map board columns to fields

Name, email, company — pre-filled on every send.

Trigger it from your board

Manually, or via a monday.com automation on status change.

Employees & line managersfill & sign

In their browser — no account no app to download.

Data syncs back to your board

Columns update and the signed PDF attaches immediately.

Who it's for

Who uses GetSign for the Probation review form ?

HR manager, line manager use GetSign to send the Probation review form to Employees & line managers directly from their monday.com board. Line managers trigger the probation review form from the HR board item in monday.com when an employee's probation period ends, completing the performance assessment, collecting signatures from both the manager and employee, and updating the employee status on the board automatically.

Sends the form

Contractor

Work straight from the board — one click sends
the form, pre-filled with what you already know.

Fills & signs

Employee

Open the link in any browser and complete a clean, guided form —
one question at a time. No login, no app.

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Related forms on monday.com.

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FAQ

Frequently asked questions about the Probation review form on monday.com.

Yes. GetSign automatically detects fields in the Probation review form. Upload the PDF once and GetSign automatically identifies fillable fields throughout the document. Text inputs, dropdowns, dates, checkboxes, signatures, and other supported fields are detected without requiring manual setup. Once detected, those fields can be mapped to monday.com data and used with GetSign Form Filler.
Yes. After GetSign automatically detects the fields in your Probation review form, GetSign Form Filler can populate those fields using data already stored in your monday.com board. Information such as names, emails, company details, reference numbers, and other mapped values can be inserted automatically before the form is sent. This reduces repetitive data entry, improves accuracy, and helps teams generate completed forms faster.
Yes. GetSign allows teams to upload existing PDF Probation review form and transform them into interactive digital experiences. Instead of printing, scanning, or editing PDFs manually, recipients can complete the form through a guided online workflow.
No. Employees & line managers receive a secure link and can complete the form directly in their browser. They do not need access to your monday.com workspace, a monday.com license, or a separate GetSign account.
Yes. GetSign supports monday.com automations for Probation review form that can generate and send forms based on workflow events. This helps teams eliminate repetitive manual tasks and ensure documents are sent at the right stage of a process.
Yes. GetSign provides visibility into the document lifecycle, allowing teams to see when the Probation review form has been sent, opened, completed, or signed. This makes it easier to follow up and keep processes moving forward.
Yes. GetSign supports legally binding electronic signatures and maintains an audit trail for completed Probation review form. Teams can collect approvals, acknowledgements, and signatures without requiring recipients to print or scan paperwork.

Start automating your Probation review form workflow today on monday.com

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