Run employee elections, review cycles and learning assignments as distinct recurring work.
Authorized setup access supplies the benefit plan's country, employee class, dates and contribution rules. CHRO / VP People inspects the compensation effect. Ordinary Employee election access must not become permission to change the underlying plan.
CHRO / VP People approves a plan that has employer contribution rates before the plan is activated through the master-data workflow. Non-compensation plans may activate internally. The approval concerns the plan, rather than every valid employee election.
Employee records an election through the configured self-service route. The enrollment workflow checks the plan window and new hire, open enrollment or qualifying life event context, computes contributions and advances Pending to Active. Payroll Admin reviews the active deduction; carrier acceptance remains a connected outcome.
HR Business Partner (HRBP) coordinates the performance cycle and the creation of needed goals and reviews. Employee and the assigned reviewer complete permitted contributions. Repeat cycle updates preserve the employee's existing review and goal assignments.
HR Business Partner (HRBP) follows submitted review work through In review and Calibration, then inspects Calibrated, Released and Acknowledged review states. Agree how submission, release and acknowledgment dates are recorded, then compare each date with its actual action during rehearsal.
L&D Admin checks mandatory course enrollments assigned on hire and records completion evidence through the agreed route. Training records retain completion dates, expiration dates and certificate links. Failed assignments, expired evidence and revoked evidence remain distinct follow-up cases.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.