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- HRMS with AI Chatbot
- Process
- Performance and learning
Performance and learning
Admin sets the review period; HR Business Partner coordinates subjects and reviewers. Employee maintains goals for the same cycle. L&D Admin links learning assignments and completed training to the worker. Each record answers a different question: what was planned, what a reviewer submitted, what course was assigned and what training was completed.
Step by step
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Plan the cycle Admin
Admin sets the cycle type, start and end dates and review deadlines.
- Planned to Open cycle
- Updates Performance cycles
-
Record goals Employee
Employee enters business, development or behavioral goals with due date and progress.
- Employee goals and progress
- Updates Goals
-
Collect reviews HR Business Partner
Reviewers provide their feedback; HR Business Partner records each review for the subject employee and cycle.
- In progress to Submitted
- Updates Performance reviews
-
Calibrate and release HR Business Partner
HR Business Partner reviews the submitted ratings before a review moves through calibrated and released states.
- Calibrated and Released review
- Updates Performance reviews, Performance cycles
ApprovalA person approves before the work moves on. -
Assign learning L&D Admin
L&D Admin enrolls the employee in a course with a due date and reason.
- Enrolled course with due date
- Updates Courses, Course enrollments
-
Retain evidence L&D Admin
L&D Admin records completed training, any certificate reference and the expiration date for follow-up.
- Completed training and expiry status
- Updates Training records
Who does what
Roles and permissions- HR Business Partner
- Owns the review records.
- Employee
- Maintains goals and views permitted reviews and training.
- L&D Admin
- Manages course and training records.
- CHRO / VP People
- Reviews the overall work; Admin handles corrections.
Set up HRMS with AI Chatbot your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.