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- HRMS with Disciplinary Module
- Process
- Review to training
Review to training
Carry a performance-cycle decision into a course assignment and durable completion record.
Step by step
-
Open the cycle Admin
Admin sets the cycle type, review dates and status for the employee group being assessed.
- Set period and due dates
- Updates Performance cycles
-
Record goals Employee
Employee enters goals with categories, due dates, weight and progress tied to the cycle.
- Tie objectives to cycle
- Updates Goals, Performance cycles
-
Submit reviews HR Business Partner
Reviewer records the review type, narrative and overall rating for the subject, then submits the assessment.
- Capture assessment
- Updates Performance reviews
-
Calibrate and release HR Business Partner
HR Business Partner checks the review result and authorizes release after the team's calibration decision.
- Decide release
- Updates Performance reviews
ApprovalA person approves before the work moves on. -
Assign learning L&D Admin
L&D Admin chooses an active course and enrolls the employee with a due date and assignment reason.
- Set course and due date
- Updates Courses, Course enrollments
-
Record completion L&D Admin
L&D Admin checks completion date, score and certificate details, then maintains the training record and expiration status.
- Preserve completed result
- Updates Course enrollments, Training records
Who does what
Roles and permissions- HR Business Partner
- Maintains the cycle and review context.
- Employee
- Records goals and reads a released result.
- L&D Admin
- Manages courses and training history.
- Admin
- Controls setup.
Set up HRMS with Disciplinary Module your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.