Development Plan Preferences (Redesign) - Overview

Note: This page applies if the Redesigned Development Plans functionality is enabled.

Development Plan Preferences enable administrators to configure the Development Plan functionality, including user and manager allowances, default settings, and custom fields.

To manage Development Plan Preferences, go to Admin > Tools > Performance Management > Development Plan Preferences. These preferences are managed by division.

Page instructions for creating development plans

In this field, enter the instructions you want users to see when creating a development plan. The character limit for this field is 10,000 characters. This field does not accept HTML code, so any HTML code is automatically removed when the preferences are saved. This field is required.

If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages. A Localization flyout opens in which you can provide localized content for all available languages.

Manager Allowances

The following options are available in the Manager Allowances section:

  • Allow managers to create and assign development plans for their subordinates - Select this option to enable the Assignment Selection Criteria option on the Create Development Plan page, enabling managers to create and assign development plans to their subordinates.
  • Allow managers to edit their development plans for their subordinates - Select this option to allow managers to edit development plans from the Approve Development Plan page. Deselect this option to prevent managers from modifying their subordinate's plans.
  • Allow managers to approve/deny multiple development plans at once - Select this option to allow managers with the appropriate permission to approve or deny more than one development plan at a time via the Bulk Approval page. Selecting this option also enables the Check All/Uncheck All option on the Approve Development Plans page. If this option is not selected, managers must approve or deny development plans one at a time.
  • Allow managers to cancel development plans for their subordinates - Select this option to allow managers to cancel development plans for their subordinates when necessary. This option is unchecked by default. If this option is selected, Managers will see a "View Development Plan"
  • option when managing a user's development plan.
  • Plans must be approved by - Select this option if approval is required for new development plans, edits to existing plans, or to cancel plans. Select the role that is responsible for approving these development plan actions. This person receives an email alert (if the corresponding email is active) when one of these events occurs and an item appears in their Actions > Requests page. This can be set to the user's Manager, Approver, or a custom relationship. If manager or approver is selected, this is the manager or approver that is specified in the user's user record. If no one is assigned to this role, these actions are automatically approved. See Security Role - Create. If this option is not selected, then development plans do not need approval and no emails are triggered and sent to the approver role.
    • If this setting is changed, then this immediately impacts existing plans when the changes are saved. For example, if this setting is changed from requiring approval to not requiring approval, then a plan that was previously awaiting completion approval would become Completed.
    • If the selected approver role changed (e.g., from manager to a custom relationship) and there are existing plans pending approval, the new approver is responsible for approving the plan. If there is no user in the new approver role, then the plan is automatically approved.
    • If the user gets a new manager or if a new person moves into the approver role, the new approver receives an email for any plans still pending approval. The old approver no longer has the ability to approve or deny the plans.

User Allowances

The following options are available in the User Allowances section:

  • Allow users to select a development plan template - Select this option to enable the Create Plan from Template option when creating a development plan. This option appears in the Options menu on the Development Plans Snapshot page. Development plan templates can be created by administrators from the Development Plan Templates page. See Development Plan Templates (Redesign).
  • Allow users to participate in a threaded discussion about the development plan - Deselect this option to disable the ability to participate in a threaded discussion within a development plan. This option applies to all development plans of any users within the selected OU. When this option is deselected, all development plans within the selected OU appear without the comment control.
    • If a development plan is assigned, the ability to comment within that development plan is determined by the assignee's OU settings, not those of the assigning user.
  • Allow users to edit and attach files to completed development plans - When this option is selected, users can edit and attach files to a development plan that is in a Completed or Pending Completion Approval status. If approvals are required, then editing a plan in Completed status puts the plan in Pending Acceptance Approval or Pending Completion Approval status. Any appropriate emails that are enabled are triggered when the plan is resubmitted.
  • Allow file attachments on development plans - When this option is selected, users and managers can attach files to a development plan. If this option is unselected after being selected, any existing attachments are no longer visible on development plans.

Include Recommended Trainings From

Select each source from which you'd like to include training recommendations. The following options are available:

  • Competency Models - When this option is selected, users who are creating a development plan have the option to view development recommendations based on a specific competency model. Users can select a competency model that is available to them, and the system displays recommended training items and development actions based on that competency model. End-user's will see an option to toggle the display to show recommendation carousels informed by the competency defined in the model. When this option is unchecked, the course recommendations will be summarized in one carousel.
  • Machine Learning - When this option is selected, users who are creating or editing their own development plan have the option to view training recommendations based on machine learning, such as training based on the user's position, training the user has saved for later, or recommendations based on the user's learning history. These carousels mirror the functionality that is available in Learner Home. See Learner Home - Training and Banner Carousels.
  • Continue Learning - When this option is selected, users will see a separate Continue Learning carousel that contains trainings that were started but not completed.
  • Competency Assessment - When this option is selected, users who are creating a development plan have the option to view training recommendations based on the results of the user's five most recently completed competency assessments that contain recommendations.

If no recommendation sources are enabled, then the Add Recommended option is not available on the Create Development Plan and Create Development Plan Template page and the Browse Recommended option is not available on the Add Development Objective page.

Default Target/Due Date

Select a default target due date for action steps or learning objects within an objective. The due dates for the individual action steps and training will determine the overall due date for each plan objective. The due dates for an objective are defined as the latest due date of any action step or learning objective within that objective. The due date for the entire plan is the latest due date for any objective in the plan.

The following options are available in the first drop-down menu:

  • Date - Select this option to select a due date that is relative to the development plan creation date (e.g., 3 months after development plan creation date).
  • End of the year - Select this option to set the due date to the end of the calendar year.
  • The following date - Select this option to select a specific date (e.g., 06/15/2018).

Note: Due dates for objectives are defined as the latest due date for any action step or learning object within that objective. Due dates for development plans are defined as the latest due date for any objective within that development plan.

Custom Fields

The Custom Fields section allows you to add custom fields to development plans. The selected custom fields are included in development plans that are created by clicking the Create New Plan button from the Development Plans Snapshot page. Note: This does not apply to development plans created from a template. The fields must be created first from the Custom Fields area of the system. See Custom Field Admin - Development Plans.

To add a custom field, select the Add Custom Field button within the Custom Fields section. The Add Custom Field flyout opens. Select the desired custom fields, and select the Save button.

Note: When adding development plan custom fields to development plans, the custom fields are displayed in the order in which they are created in Custom Field Administration. Because of this, it is important to take consideration when creating custom fields.

To remove a custom field, select the Remove icon next to the field. If a custom field is removed that exists in a user's development plan, that custom field remains in that development plan.

Select the Required option next to a custom field to require users to enter information for that field to submit the development plan. If the Required option is not selected, the custom field is optional and users do not have to complete the field.

Objective Categories

The Objective Categories section allows you to add categories that will be available for users to select for their development plan objectives. The categories must be created first from the Objective Categories administration page. See Development Plan Objective Categories (Redesign).

To add an objective category, select the Add Objective Category button within the Objective Categories section. The Add Objective Category flyout opens. Select the desired categories, and select the Select button.

To remove an objective category, select the Remove icon next to the category. If an objective category is removed that is used in a user's development plan, that category remains in that development plan. If the default category is removed, the first category in the table is automatically selected as the new default.

The Default category is the category that is automatically selected for new development plan objectives. Users can change the category, as needed. To change the Default category, select the Make Default link next to the appropriate category. This change is applied to new objectives that are added after the change is saved.

Activity Type

The Activity Type section allows you to add activity types that will be available for users to select for their development plan activities. The activity types must be created first from the Activity Types administration page. See Development Plan Activity Types (Redesign).

To add an activity type, select the Add Activity Type button within the Activity Type section. The Add Activity Type flyout opens. Select the desired activity types, and select the Select button.

To remove an activity type, select the Remove icon next to the activity type. If an activity type is removed that is used in a user's development plan, that activity type remains in that development plan. If the default activity type is removed, the first activity type in the table is automatically selected as the new default.

The Default activity type is the activity type that is automatically selected for new development plan activities. Users can change the type, as needed. To change the Default activity type, select the Make Default link next to the appropriate activity type. This change is applied to new activities that are added after the change is saved.

Development Plan Categories

The Development Plan Categories section allows you to add development plan categories that will be available for users to select for their development plan. The development plan categories must be created first from the Development Plan Categories administration page. See Development Plan Categories (Redesign).

To add a development plan category, select the Add Development Plan Category button within the Development Plan Categories section. The Add Development Plan Category flyout opens. Select the desired categories, and select the Select button.

To remove a category, select the Remove icon next to the category. If a category is removed that is used in a user's development plan, that category remains associated with that development plan. If the default category is removed, the first category in the table is automatically selected as the new default.

The Default category is the category that is automatically selected for new development plans. Users can change the category, as needed. To change the Default category, select the Make Default link next to the appropriate category. This change is applied to new development plans that are created after the change is saved.

Overwrite Settings

Choose whether to overwrite custom settings for child division OUs. If you choose to overwrite custom settings for child division OUs, the selected settings are applied to both new and existing child OUs. Any previously customized child OUs are updated with the selected settings.

If this option is unselected, then only the child OUs that do not have customized settings will be updated, as well as any OUs that are added in the future.

A child OU that has not been customized always inherits from the parent, regardless of whether this option is selected.

An OU is considered customized if its preferences or settings have been changed.

Save/Cancel

Select the Save button to save all changes to the page. Or, select the Cancel button to discard any unsaved changes.

Contents

The following information is available within this folder. Click a link to navigate directly to the appropriate topic: