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- HRMS with Employee Engagement
- Process
- Reviews and learning
Reviews and learning
Development work needs a named employee and dated cycle. HR Business Partner manages goals and formal reviews. L&D Admin manages the course catalog, assignments and training records. Keep the review outcome and the training completion separate so the team can see both the decision and the work that followed.
Step by step
-
Open cycle HR Business Partner
HR Business Partner chooses the cycle type, start and end dates, and review due dates for the participating employees.
- Planned to Open
- Updates Performance cycles
-
Set goals Employee
Employee records a title, category, weight, due date and progress for goals in the cycle.
- Active goal tied to employee and cycle
- Updates Goals
-
Submit reviews HR Business Partner
HR Business Partner records the narrative and rating from the employee named as reviewer, then submits the review for the subject and cycle.
- In progress to Submitted
- Updates Performance reviews
-
Calibrate and release HR Business Partner
HR Business Partner reviews the submitted results, records calibration and releases the review to the subject.
- Submitted to Calibrated to Released
- Updates Performance reviews
ApprovalA person approves before the work moves on. -
Assign learning L&D Admin
L&D Admin links the employee to an active course with reason and due date.
- Employee receives dated assignment
- Updates Courses, Course enrollments
-
Record completion L&D Admin
L&D Admin verifies completion and records the course, provider, date, certificate and expiration where relevant.
- Completion and validity evidence retained
- Updates Course enrollments, Training records
Who does what
Roles and permissions- HR Business Partner
- Runs the review cycle.
- Employee
- Maintains goals and reads permitted results.
- L&D Admin
- Owns courses and training evidence.
- CHRO / VP People
- Reviews the population.
- Admin
- Manages access.
Set up HRMS with Employee Engagement your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.