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- HRMS with Org Chart
- Process
- Review cycle to training record
Review cycle to training record
Follow a review period and the employee learning evidence it informs.
Step by step
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Open the cycle Admin
Admin sets the cycle dates and status with HR Business Partner. Set the intended self and manager review dates.
- Set the intended self and manager review dates.
- Updates Performance cycles
-
Set goals Employee
Employee records relevant goals and progress for the cycle. Keep each goal attached to the employee and cycle.
- Keep each goal attached to the employee and cycle.
- Updates Goals, Performance cycles
-
Submit reviews HR Business Partner
HR Business Partner records the assigned reviewer’s submitted review and rating. Move Status from in progress to Submitted.
- Move Status from in progress to Submitted.
- Updates Performance reviews, Employees
-
Release the result HR Business Partner
HR Business Partner tracks calibration, release and acknowledgment. Keep each review status distinct.
- Keep each review status distinct.
- Updates Performance reviews
-
Assign learning L&D Admin
L&D Admin enrolls the employee in a course. Record assignment reason and due date.
- Record assignment reason and due date.
- Updates Courses, Course enrollments
-
Record completion L&D Admin
L&D Admin keeps the completed training and its expiration date. Follow Valid, expiring soon and Expired states.
- Follow Valid, expiring soon and Expired states.
- Updates Training records, Course enrollments
Who does what
Roles and permissions- Admin
- , HR Business Partner, Employee and L&D Admin carry out the named steps according to their record permissions.
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