Success Story

Industry Wine

How Viña Santa Rita runs its performance cycle in Clikma —goals, self-review, final review and feedback— together with its teams' training.

700+current employees
290+final performance reviews in the 2025 cycle
1,500+goals set in the 2025 cycle
Santa RitaWine · Chile
On Clikma since 2022
Performance by goals and competencies
700+ current employees
Performance review
Manager feedback

In short

Santa Rita, a wine company, has used Clikma since 2022, with more than 700 current employees, and runs its performance reviews on it: in the 2025 cycle, more than 290 people completed their final review.

Santa Rita has used Clikma since 2022 and has reviewed its teams' performance on the platform since the 2025 cycle. As of October 17, 2026, it has more than 700 current employees on Clikma.

In the 2025 cycle, more than 1,500 goals were set and more than 290 people, from the teams of more than 90 managers, completed their final review. The 2026 cycle is under way, with more than 1,100 goals set. Santa Rita also loaded its history: more than 3,700 reviews from 2020 to 2024.

Success stories

Industry challenges

Learning and performance challenges in the wine industry

The most common training and performance review challenges in Chilean vineyards, wineries and bottling plants, with a permanent workforce that grows during pruning and harvest and an export-oriented business, with the applicable rule where there is one and how Clikma addresses them. "How Clikma addresses it" describes the platform, not what each client uses.

  • Mass onboarding for the season

    During pruning and harvest, seasonal crews arrive, many through contractors, and in a few days they need to learn the task, safety and the estate's rules.

    Regulation (Chile): Labor Code, articles 93 to 95: seasonal contracts and the employer's duties toward these workers. The mandatory DS 44 prevention course also applies to every new hire.

    How Clikma addresses it

    Onboarding is assigned automatically when the season's payroll is loaded. People without a corporate email sign in with their national ID (RUT) or a QR code, each contractor manages its own crew, which is archived when the contract ends, and field talks record attendance by QR code with the check-in location.

  • Safe handling of crop protection products

    Anyone applying pesticides must be trained, and everyone who works near them must know how to use them, recognize symptoms of exposure and respect re-entry times for treated blocks.

    Regulation (Chile): Decree 158 of 2014 of the Ministry of Health (in force since 2016): only trained people may apply pesticides on the ground. Labor Code, article 95, with the duty added by Law 20,308: inform seasonal workers about the use of these products and the symptoms of exposure.

    How Clikma addresses it

    A course covering the regulation's topics, with an assessment and a certificate with a set validity period and an alert before it expires. The practice is in person, with an instructor and QR code attendance, and safety data sheets are delivered with a signed read receipt.

  • Certified sustainability and export markets

    Chilean wine is sold mostly abroad: from January to November 2025, exports totaled USD 1.408 billion FOB, according to ODEPA's December 2025 bulletin. Certifications and buyers ask for evidence of how people are managed in vineyards, wineries and offices.

    Regulation (Chile): Sustainability Code of the Chilean Wine Industry (Wines of Chile): a voluntary standard with vineyard, winery and plant, and social areas.

    How Clikma addresses it

    An annual training plan with the hours, cost and participants of each activity, reports by area that can be configured and downloaded, and each person's certificates ready for an audit.

  • Common criteria to review mixed workforces

    Vineyard, winery and plant combine permanent staff with seasonal workers and contractors. Without role-based criteria, each manager reviews in their own way, and areas cannot be compared.

    Regulation (Chile): There is no legal obligation to review performance. ChileValora has wine subsector profiles, such as Winemaking Operator and Wine Aging Cellar Operator, that serve as a competency reference.

    How Clikma addresses it

    Job profiles with cross-cutting, functional and technical competencies, loaded from Excel. In each performance cycle, the person is reviewed on their profile's competencies and on goals with a KPI and a weight.

  • Reviews without a conversation or development plan

    Vineyard, winery and plant managers review large teams in the middle of operations. When the process is cumbersome, the review becomes paperwork, without feedback or concrete development actions; a University of Talca study of Chilean companies found frequent problems in how these reviews are designed.

    How Clikma addresses it

    Managers review from My Team in a stage-based flow: goal setting, self-review, review and feedback. The form records strengths, areas for improvement and development actions, and managers can enroll their team in courses to close those gaps.

  • Mandatory prevention course, with evidence

    Every employer, regardless of industry or contract type, must provide an occupational risk prevention course of at least 8 hours and, from November 1, 2026, prove it with verifiable and traceable records.

    Regulation (Chile): Law 16,744 and Decree (DS) 44 of 2023, article 16. Technical Guide of the Undersecretariat of Social Security (Exempt Resolution 1,117 of 2026).

    How Clikma addresses it

    A single plan in person, by webinar or by e-learning. Each person's attendance, assessment, certificate, instructor, date and duration are recorded, and reports can be exported for an inspection.

What are the main training and performance challenges in the wine industry in Chile?

Onboarding seasonal crews for pruning and harvest in a few days; training on the safe handling of crop protection products; showing evidence of people management for sustainability certifications and export markets; reviewing mixed workforces of permanent, seasonal and contractor staff with common criteria; making sure reviews end in a conversation and a development plan; and proving the mandatory risk prevention course.

The client

A Chilean winery that reviews its teams' performance

Viña Santa Rita is a Chilean winery. It has used Clikma to train its teams since 2022 and, since 2025, for its annual performance review cycle.

Its process has five stages: goal setting, self-review, final review, feedback and a survey on the feedback received. Reviews measure goals and competencies.

What it solved with Clikma

The whole performance cycle, on the same learning platform

With Clikma, each person sets their goals, reviews themselves on goals and competencies, receives their final review and their manager's feedback, and answers a survey about that conversation. Everything stays on the same platform where they train.

Santa Rita also loaded its 2020 to 2024 reviews, to see each person's track record in one place, and keeps training its teams with its own courses.

What it uses today, according to the data

  • Goal setting

    More than 1,500 goals set in the 2025 cycle and more than 1,100 in the 2026 cycle, which is under way.

  • Self-review

    In the 2025 cycle, 268 people reviewed themselves on goals and 258 on competencies.

  • Final review

    More than 290 people with their final review completed in the 2025 cycle, from the teams of more than 90 managers.

  • Feedback and survey

    More than 250 feedback sessions on goals and on competencies in the 2025 cycle, and a survey on the feedback received.

  • Review history

    More than 3,700 reviews from 2020 to 2024, loaded in November 2025.

  • Training

    176 modules and 23 courses of its own, with more than 3,200 modules completed on the platform.

Santa Rita's figures on Clikma

  • 700+ current employees

    Active (not archived) employee records on the platform.

  • 290+ final performance reviews in the 2025 cycle

    People in the 2025 cycle with the final review stage (goals and competencies) completed.

  • 1,500+ goals set in the 2025 cycle

    Goals recorded in the goal-setting stage of the 2025 cycle.

  • 3,700+ reviews from 2020 to 2024 in its history

    Performance reviews from 2020 to 2024 that Santa Rita loaded into the platform, one per person and year.

Frequently asked questions

Since when has Santa Rita used Clikma?

Since November 2022 for training; its first performance cycle on the platform is the 2025 one.

How does Santa Rita review performance with Clikma?

With an annual five-stage cycle: goal setting, self-review, final review, feedback and a survey on the feedback. Reviews measure goals and competencies.

Can past years' review history be loaded into Clikma?

Yes. Santa Rita loaded more than 3,700 reviews from 2020 to 2024, which sit alongside the cycles it now runs on the platform.

How were these figures counted?

With read-only queries to Clikma's production databases on October 17, 2026, using the same definitions as the Command Center. The figures are rounded down and include no personal data.

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