Development Plans Administration - Overview
Development Plans allow users to create plans and manage their growth and development as an employee. Customized development plans allow administrators and managers to more accurately capture the user's strengths, weaknesses, objectives, and resources needed. Users can create objectives which consist of training items from the LMS and free-form, job-related action steps. After creation, users can view and manage those components to track progress.
To access Development Plans, go to
. The Development Plan section contains all of the development plan options.
- User creates a development plan.
- User submits the development plan for approval.
- The approver approves the plan.
You can also allow users to create development plans that do not require a manager's approval. In addition, managers can create and assign a development plan to a user.
If you use the Competency Management functionality, development plans can be created for a user based on a competency assessment, which can then be modified by the user before submitting the plan for approval.
Development Plan Statuses
The workflow that defines statuses for development plans that require approval is different from the workflow for development plans that do not require approval. Both types are provided in the following tables.
Development Plans That Do Not Require Approval
Status | Definition |
---|---|
Draft |
A plan is created and saved, but has not been submitted. If a user submits the plan, the status is changed to In Progress. |
In Progress |
A plan is created and submitted, but the plan is not yet complete and has not yet reached the due date.
|
Past Due |
A plan is not yet complete, and the due date has passed. If a user edits the due date of a plan, the status can change to In Progress or Complete. |
Cancelled | The plan is cancelled. |
Complete |
All action steps have 100% progress and all training items are marked as complete.
|
Development Plans That Require Approval
Status | Definition |
---|---|
Draft |
A plan is created and saved, but has not been submitted.
|
In Progress |
A plan is created and approved, but the plan is not yet complete and has not yet reached the due date.
|
Past Due |
A plan is not yet complete, cancelled, or is in a Pending status, and the due date has passed.
|
Cancelled | The plan is submitted for cancellation and receives approval. |
Complete |
All action steps have 100% progress, all training items are marked as complete, and the plan has received completion approval.
|
Pending Acceptance Approval | A plan has been submitted for approval, but has yet to receive approval. |
Pending Cancellation Approval | A plan has been cancelled, but has yet to receive cancellation approval. |
Pending Completion Approval | In a plan, all action steps are at 100% progress, all training items are marked as complete, and it has been submitted for completion approval, but has not yet received approval. |
Acceptance Denied |
A plan is submitted for approval and is denied, but is not yet resubmitted for approval.
|
Completion Approval Denied |
A plan is submitted for completion approval and is denied.
|
Development Plan Approval
Development plan approval requires another user (manager or approver) to approve a development plan. Because managers and approvers may change, as can the preferences that require approval, the following table outlines situations that may arise as well as the corresponding approval behavior.