Reflect identifies trial period renewals and terminations from the dates and departure reason provided. This rule affects trial period events and indicators.
When is a renewal recorded?
When the second period ends after the first, Reflect records an extension event at the end of the first period. The displayed renewal date is the following day.
For example, if the first period ends on March 31 and the second on June 30, the extension event is dated March 31 and the renewal date is April 1.
When is a termination recorded?
A departure up to and including the end of the first period is classified as a first-period termination. After that date and up to and including the end of the second period, it is classified as a second-period termination. A departure on the end date is included, except in the extension case below.
If an employee leaves on the last day of the first period and a second period ends later, Reflect gives the extension event priority in the event type. Indicators based on that type therefore do not count a termination on that day.
A departure after the recorded end date can also be classified as a termination if its reason is normalized as a trial period termination: in the first period if no second-period end date is recorded, or in the second period if one is recorded.
What should you check if figures differ?
Check the period and filters in your analysis, both trial period end dates, the departure date, and the departure reason provided to Reflect. Results depend on the data available in your source; for example, the DSN does not provide complete tracking of trial period validations and renewals. Correct the data in your source system if needed, then wait for it to refresh in Reflect. If the difference persists, contact your Reflect representative.