Performance, OKR & Learning
These loops sit on the employee record created in Hire-to-Retire. They are not CRM “customer 360” and not the Sales performance dashboard.
Apps involved: Performance · OKR · LMS · Coaching
Set objectives
OKRs owned by employees (or teams) for the cycle. Closing a cycle can embed achievement into performance.
Review
Multiple reviewers per reviewee; one finalisation writes back the manager view. IDs are employee IDs; notifications go to the linked user.
Learn
Auto-enroll or request courses. Progress is only allowed in enrolled / in-progress statuses. Pending approval must not look like “start learning”.
Coach
IDP items can spawn coaching or LMS work.
Cross-app hand-offs
| From | To | When |
|---|---|---|
| OKR cycle closed | Performance metrics | Cycle end |
| Review finalized | Optional payroll completion % | Configured |
| IDP | LMS / Coaching | Development plan |