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  1. HRMS + PM for IT Companies
  2. Process
  3. Review and learning
Process · Review and learning

Review and learning

Move a review cycle into learning follow-up.

Step by step

  1. Open cycle Admin

    Admin sets the cycle window; HR Business Partner links employee goals.

    • Admin sets the cycle window; HR Business Partner links employee goals.
    • Updates Performance cycles, Goals
  2. Submit review HR Business Partner

    HR Business Partner records the reviewer’s narrative and rating, then submits.

    • HR Business Partner records the reviewer’s narrative and rating, then submits.
    • Updates Performance reviews, Performance cycles
  3. Calibrate and release HR Business Partner

    HR Business Partner records calibrated and released status after the decision.

    • HR Business Partner records calibrated and released status after the decision.
    • Updates Performance reviews
    ApprovalA person approves before the work moves on.
  4. Assign course L&D Admin

    L&D Admin enrolls an employee in a course with a due date.

    • L&D Admin enrolls an employee in a course with a due date.
    • Updates Courses, Course enrollments
  5. Record completion L&D Admin

    L&D Admin records completion and certification dates.

    • L&D Admin records completion and certification dates.
    • Updates Course enrollments, Training records
Admin
, HR Business Partner and L&D Admin.
Admin
Maintains the cycle, HR Business Partner maintains reviews, and L&D Admin records learning.

Set up HRMS + PM for IT Companies your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started