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.
- Small Business HRMS
- Process
- People cycle
People cycle
Employee changes, performance reviews and learning records share an employee reference, but each has its own effective date and owner. HR Business Partner maintains the employee’s dated history, Admin maintains performance cycles, and L&D Admin maintains courses and completion records.
Step by step
-
Maintain employee history HR Business Partner
HR Business Partner records a hire, transfer, promotion, manager change or other event with its effective date and relevant before-and-after values.
- Record effective change and current assignment
- Updates Employees, Employment history, Positions
-
Review performance HR Business Partner
Admin sets cycle dates. HR Business Partner links the review to its subject, reviewer and cycle, then records its submitted or released state after the decision.
- Connect cycle, review and goal states
- Updates Performance cycles, Performance reviews, Goals
-
Complete training L&D Admin
L&D Admin links the employee and course, checks the enrollment outcome, and records completion and expiration dates on the training record.
- Record course outcome and validity dates
- Updates Courses, Course enrollments, Training records
Who does what
Roles and permissions- HR Business Partner
- Maintains Employees, employment history, performance reviews and Goals.
- Admin
- Maintains performance cycles.
- L&D Admin
- Manages Courses, course enrollments and training records.
Set up Small Business HRMS your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.