Performance and learning

Step by step

1. Open cycle Admin

   Admin starts with the current record and checks its linked person, position or period. Set the review period and due dates. The resulting state guides the next owner.

   • Set the review period and due dates.
   • Updates Performance cycles

2. Submit reviews HR Business Partner

   HR Business Partner starts with the current record and checks its linked person, position or period. Link the reviewer and employee to the cycle. The resulting state guides the next owner.

   • Link the reviewer and employee to the cycle.
   • Updates Performance reviews, Goals

3. Assign learning L&D Admin

   L&D Admin starts with the current record and checks its linked person, position or period. Give an employee the relevant course. The resulting state guides the next owner.

   • Give an employee the relevant course.
   • Updates Courses, Course enrollments

4. Record completion L&D Admin

   L&D Admin starts with the current record and checks its linked person, position or period. Retain completion and expiration dates. The resulting state guides the next owner.

   • Retain completion and expiration dates.
   • Updates Training records, Course enrollments

HR Business Partner

, L&D Admin, Employee, Admin coordinate their parts of this process.