1. ERP + HRMS + Payroll
  2. Process
  3. Development review
Process · Development review

Development review

A development cycle brings a goal, review and learning record into one employee context. Dates and named reviewers make each decision traceable.

Step by step

  1. Open cycle Admin

    Admin sets the review period and due dates; HR Business Partner checks them.

    • Set review dates and state
    • Updates Performance cycles
  2. Record goals Employee

    Employee enters goals with weights and due dates for the cycle.

    • Capture expectations and progress
    • Updates Goals, Employees
  3. Submit review HR Business Partner

    A named reviewer records the narrative, rating and submission.

    • Retain reviewer, subject and rating
    • Updates Performance reviews
  4. Calibrate result HR Business Partner

    HR Business Partner checks the review before release.

    • Record the release decision
    • Updates Performance reviews, Performance cycles
    ApprovalA person approves before the work moves on.
  5. Record learning L&D Admin

    L&D Admin links course completion to a lasting training record.

    • Preserve completion and expiry
    • Updates Course enrollments, Training records
Admin
Maintains cycles; HR Business Partner owns reviews; Employee records goals; L&D Admin manages course and training records; CHRO / VP People oversees results.

Set up ERP + HRMS + Payroll your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started