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- HRMS with Expense Mgmt
- Process
- Performance and learning
Performance and learning
Follow review cycles and learning outcomes against employee records.
Step by step
-
Performance review HR Business Partner
HR Business Partner opens a dated cycle. Employees maintain goals and reviewers submit results; calibration precedes release and employee acknowledgement.
- Review moves through submission, calibration, release and acknowledgement
- Updates Performance cycles, Goals, Performance reviews
-
Learning L&D Admin
L&D Admin checks course assignments, completion and training records. Expiration dates guide renewal work.
- Completion produces dated training history and expiry follow-up
- Updates Courses, Course enrollments, Training records
Who does what
Roles and permissions- HR Business Partner
- Coordinates cycles and review records.
- Employee
- Maintains goals and acknowledges released results.
- L&D Admin
- Manages courses and training history; Admin maintains access.
Set up HRMS with Expense Mgmt your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.