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- HRMS with Grievance Management
- Process
- Review and learning
Review and learning
Performance work follows a cycle with dates and reviewers. Learning work follows course assignments and then a completed training record. Keeping the employee link intact lets HR and learning staff see both the current work and its durable outcome.
Step by step
-
Plan the cycle Admin
Admin sets the cycle type, start and end dates, review deadlines and calibration date. Agree which employees and reviewers participate.
- Cycle and dates established
- Updates Performance cycles, Employees
-
Set goals Employee
Employee records goals against the cycle, with category, weight, due date and progress. HR Business Partner checks the employee and cycle references.
- Employee goals attached to cycle
- Updates Goals, Performance cycles
-
Submit reviews HR Business Partner
HR Business Partner records the reviewer's narrative and rating for the subject, then submits the review. HR Business Partner tracks submitted work against the cycle deadline.
- In Progress to Submitted
- Updates Performance reviews
-
Release feedback HR Business Partner
HR Business Partner reviews calibration, releases the review and records acknowledgement after the employee has seen it.
- Calibrated to Released and Acknowledged
- Updates Performance reviews
ApprovalA person approves before the work moves on. -
Assign learning L&D Admin
L&D Admin chooses a course and creates an enrollment with a due date and assignment reason.
- Dated course assignment
- Updates Courses, Course enrollments
-
Keep completion L&D Admin
L&D Admin records completed training with provider, completion date, certificate and expiration date, then monitors renewal status.
- Completion and expiry retained
- Updates Training records, Courses
Who does what
Roles and permissions- HR Business Partner
- Maintains review records.
- Employee
- Maintains goals and reads performance information.
- L&D Admin
- Maintains the course catalog and learning history.
- Admin
- Manages access.
Set up HRMS with Grievance Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.