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- Remote Teams HRMS
- Process
- Performance and training
Performance and training
The handoffs in this process matter most when people work from different locations. Give each record an owner and use its status to show where the work stands. The receiving role should verify the linked employee, period or position before acting. A saved status is the team’s shared checkpoint; the human decision remains accountable to the person who reviews it.
Step by step
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Open cycle HR Business Partner
HR Business Partner sets the cycle dates and review due dates.
- HR Business Partner sets the cycle dates and review due dates.
- Updates Performance cycles
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Review goals Employee
Employee maintains goals associated with the cycle and their progress.
- Employee maintains goals associated with the cycle and their progress.
- Updates Goals
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Submit review HR Business Partner
The reviewer records narrative, rating and submitted status on the subject’s review.
- The reviewer records narrative, rating and submitted status on the subject’s review.
- Updates Performance reviews
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Review result HR Business Partner
HR Business Partner checks the cycle and review status before release.
- HR Business Partner checks the cycle and review status before release.
- Updates Performance cycles, Performance reviews
ApprovalA person approves before the work moves on. -
Record learning L&D Admin
L&D Admin tracks course enrollment and completed training with any expiry.
- L&D Admin tracks course enrollment and completed training with any expiry.
- Updates Courses, Course enrollments, Training records
Who does what
Roles and permissions- HR Business Partner
- , Employee, L&D Admin.
- Each role should see only the records needed for its task.
- Use [the roles page](/hrms-for-remote-teams/roles) to rehearse access with the people who will actually perform the handoff.
Set up Remote Teams HRMS your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.