Performance and learning

Run a review cycle and follow an employee's learning assignment through completion.

Step by step

Open the cycle HR Manager

HR Manager selects the period, type and self and manager review deadlines.
- Set review dates and current state
- Updates Performance cycles
Set goals Hiring Manager

Hiring Manager and employee agree titles, due dates, weights and progress expectations on goals tied to the employee.
- Record employee expectations
- Updates Goals, Employees
Assign review HR Manager

HR Manager names a subject, reviewer, review type and cycle for the performance review.
- Identify subject and reviewer
- Updates Performance reviews, Performance cycles
Submit assessment Hiring Manager

The reviewer records a narrative and rating, then submits the review for the cycle's calibration work.
- Retain narrative, rating and submission
- Updates Performance reviews
Review outcome HR Manager

HR Manager checks the submitted review, handles calibration and releases the outcome to the employee.
- Calibrate and release the decision
- Updates Performance reviews, Performance cycles
ApprovalA person approves before the work moves on.
Assign learning HR Manager

HR Manager selects a course, employee, reason and due date; the manager follows enrollment status and training evidence.
- Track course assignment and result
- Updates Courses, Course enrollments, Training records

HR Manager: Sets cycles, releases reviews and assigns learning; Hiring Manager writes staff goals and assessments; Admin maintains access.

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