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- Financial Services HRMS
- Process
- Onboarding and learning follow-up
Onboarding and learning follow-up
Admin connects the new employee to a dated checklist and assigns tasks. L&D Admin follows the employee’s course enrollment and records completed training separately.
Step by step
-
Checklist Admin
Admin connects the checklist to the employee and checks its start and target dates.
- Connect start date and employee
- Updates Onboarding checklists, Employees
-
Tasks Admin
Admin assigns task owners and due dates; each assignee provides completion evidence.
- Assign due dates and evidence owners
- Updates Onboarding tasks
-
Course L&D Admin
L&D Admin enrolls the employee in a course and sets its due date.
- Enroll the employee with a due date
- Updates Courses, Course enrollments
-
Completion L&D Admin
L&D Admin checks the completed enrollment and keeps dated evidence in a training record.
- Keep dated completion evidence
- Updates Training records, Course enrollments
-
Expiry L&D Admin
L&D Admin reviews the training record’s expiration date before relying on the competency.
- Review expiring credentials
- Updates Training records
Who does what
Roles and permissions- Admin
- , HR Business Partner, L&D Admin, Employee.
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