Development Plan - Assign Direct Reports (Legacy)

When a user is a manager and has permission to create a development plan, then the Assign Direct Reports section is now available. This section allows the manager to quickly assign the development plan to their direct reports.

The Assign Direct Reports table lists all of the manager's direct reports, alphabetized by last name.

  • Select the checkbox to the left of the user name to assign the development plan to the user. All direct reports are deselected by default.
    • To select all direct reports, select the empty checkbox to the left of the Name column heading. To deselect all direct reports, deselect the checkbox to the left of the Name column heading.
  • To include a direct report's subordinates in the assignment, select the checkbox to the right in the Include Subordinates column. All Include Subordinate checkboxes are deselected by default.
    • This option can only be selected for direct reports that are already selected. If a direct report is not selected, the Include Subordinate option for that direct report cannot be selected.
    • This option is only available for direct reports that have subordinates. If a direct report has no subordinates, this checkbox does not appear for that direct report.
    • To include the subordinates for all selected direct reports, select the empty checkbox to the left of the Include Subordinates column heading. To deselect the Include Subordinate option for all selected direct reports, deselect the checkbox to the left of the Include Subordinates column heading.