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- HRMS + Payroll for SMB
- Process
- Development and learning
Development and learning
Coordinate goals, review stages, courses and completed training evidence.
Step by step
-
Open cycle Admin
Admin chooses cycle type, dates and review due dates.
- Review window is defined
- Updates Performance cycles
-
Set goals Employee
Employee records goals with category, weight, due date and progress.
- Employee goals are tied to the cycle
- Updates Goals
-
Collect reviews HR Business Partner
Reviewers submit narratives and ratings against the subject employee and cycle.
- Ratings and narratives are submitted
- Updates Performance reviews
-
Calibrate HR Business Partner
HR Business Partner reviews ratings before release.
- Decision precedes release
- Updates Performance reviews, Performance cycles
ApprovalA person approves before the work moves on. -
Release and acknowledge HR Business Partner
HR Business Partner records the release; Admin records acknowledgment after the employee confirms receipt.
- Review result reaches the employee
- Updates Performance reviews
-
Assign learning L&D Admin
L&D Admin enrolls the employee in a course with an assignment reason and due date.
- Learning due date and reason are recorded
- Updates Courses, Course enrollments
-
Record training L&D Admin
L&D Admin records completion, certificate and expiration date.
- Completion and expiry evidence persist
- Updates Training records
Who does what
Roles and permissions- HR Business Partner
- Manages reviews; Admin maintains the cycle and records acknowledgment.
- Employee
- Maintains goals and confirms receipt of released reviews.
- L&D Admin
- Maintains courses, enrollments and training records; Admin oversees access.
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