Use Case

Ensuring timely review completion for large hospital systems

Drive Change & Engagement

80%
Course completion rate achieved
85%
Reduction in training resource investment
Ensuring timely review completion for large hospital systems
Healthcare
HCM
Microsoft Dynamics 365

Review Challenge

Performance review completion in large hospital systems requires hundreds of managers to navigate HCM workflows within tight deadlines. When managers delay, skip sections, or submit incomplete reviews, HR loses visibility into workforce performance and compliance timelines slip.

  • 25,000+ helpdesk tickets per hospital per year, with up to 40% related to technology navigation issues including HR workflows
  • 70% of new information forgotten within 24 hours without reinforcement, undermining one-off training on annual review processes
  • 44% of employees have postponed tasks due to technology frustration, including periodic but critical HR submissions

Annual review cycles happen infrequently enough that managers forget the process between cycles. Reminder emails and PDF guides do not solve navigation barriers inside the HCM system.

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Our Solution

Userlane ensures timely review completion by guiding hospital managers through HCM performance review workflows step by step, with targeted reminders and progress tracking.

  • Interactive walkthroughs guide managers through review creation, competency rating, narrative entry, and submission workflows inside the HCM system
  • In-app announcements from the Engagement Suite deliver targeted deadline reminders and completion prompts to managers with outstanding reviews
  • Process compliance tracking via HEART Analytics measures review completion rates by department and deadline, giving HR leadership visibility into where follow-up is needed

By combining Contextual Assistance with Application Intelligence, Userlane helps HR teams hit review completion targets without sending additional reminder emails or scheduling refresher training.

Proven Impact

80%

Course completion rate achieved

85%

Reduction in training resource investment

Frequently Asked Questions

Announcements can be configured to increase frequency as deadlines approach. First notice two weeks out, weekly reminders, then daily alerts in final days before the review deadline.

Yes. Announcements can be segmented by department, role, or any manager attribute. Surgical departments might have different review cycles than administrative units, each receiving appropriately timed reminders.

Tooltips display customized content. You can explain your organization's specific performance standards, rating definitions, and evaluation expectations directly in the review workflow.

Userlane provides guidance through the workflow sections, but the performance management system itself handles save functionality. Interactive Guidance helps managers navigate back to incomplete sections.

HEART Analytics tracks announcement engagement and review workflow completion patterns by department and manager. You see that clinical departments engage with reminders but complete reviews late, indicating workload rather than awareness issues.
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