Manager Topic

Development Plan Exception (Legacy)

The Development Plan Exception Report displays all users who do not have an active approved development plan within a specific time period. Users with development plans that are pending approval, denied, or cancelled may be included in the report, depending on the options selected when running the report. This report can be useful to see which users have not yet set a development plan for themselves for an upcoming year.

Note: Development plans that are in draft status are not considered active dev plans.

Note: Development Plans Standard Reports are not supported if your organization is using the redesigned development plan functionality.

Criteria

Filter Description
Date Criteria Filter your results by date. The report searches this time frame for development plans. If any part of a plan falls within that time frame for a user, that user does not display. The default date criteria are specified by OU on the Development Plan Preferences page. Note: Date Criteria is always implemented using UTC (Coordinated Universal Time).
User Criteria Limit results to the users matching the specified user criteria. You may choose one or more individual users as well as entire OUs or Groups. If permission for this report is constrained, those constraints apply to user criteria selection when running the report.
Display OU Select an Organizational Unit to display that information on the report. For example, if you select the Position OU, each user's position will display in the report. Choosing a Display OU is optional.
Pending Approval or Denied Plans Select this option to also display users with development plans pending approval or denied (but no other active development plans). These users are not included if this option is not selected.
Cancelled Plans Select this option to also display users with cancelled development plans (but no other active development plans). These users are not included if this option is not selected.

Output

 

Last Published: 10/11/2021 If you have feedback or suggestions for an Online Help article, please select this link. © 2021, Cornerstone OnDemand