Development Plan - Assignment Selection Criteria (Legacy)

When a user is an administrator and has permission to create a development plan and assign it to an OU, then the Assignment Selection Criteria section is available. This section is also available to managers who have direct reports in the system.

To assign the development plan to an OU, select the OU type from the drop-down list and then click the appropriate OUs by clicking the Select icon to the right of the drop-down list.

The Criteria column displays the selected OUs or groups.

To include subordinate OUs for a selected OU, select the checkbox to the right in the Include Subordinates column. All Include Subordinate checkboxes are deselected by default.

  • To include the subordinate OUs for all selected OUs, select the empty checkbox to the left of the Include Subordinates column heading. To deselect the Include Subordinates option for all selected OUs, deselect the checkbox to the left of the Include Subordinates column heading.

To remove an OU from the development plan assignment, click the Delete icon in the Options column.