These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Financial Services HRMS
- Process
- Performance cycle review
Performance cycle review
Admin sets the cycle dates. HR Business Partner connects employees, reviewers and goals, then records each review through calibration and release.
Step by step
-
Cycle Admin
Admin sets the cycle dates and review windows.
- Set dates and review windows
- Updates Performance cycles
-
Goals HR Business Partner
Employee records goals; HR Business Partner checks the employee and cycle links.
- Connect employee objectives
- Updates Goals, Employees
-
Review HR Business Partner
HR Business Partner records the subject, reviewer and narrative.
- Record subject, reviewer and narrative
- Updates Performance reviews
-
Calibration HR Business Partner
CHRO / VP People reviews the rating; HR Business Partner records the calibration and release decision.
- Review rating and record release
- Updates Performance reviews, Performance cycles
ApprovalA person approves before the work moves on. -
Acknowledgement HR Business Partner
Employee reads the released review; HR Business Partner records the acknowledgement state.
- Record the employee response
- Updates Performance reviews
Who does what
Roles and permissions- Admin
- , HR Business Partner, Employee, CHRO / VP People.
Set up Financial Services HRMS your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.