Development Plans Overview (Legacy)
Note: Depending on the preferences set by the administrator, you may not have the option to create a plan using a plan template. Also, if there are no templates available, this option does not appear.
|PERMISSION NAME||PERMISSION DESCRIPTION||CATEGORY|
|Development Plans - Manage||Performance|
|1||Create a new plan by clicking the See Development Plan - Create (Legacy).button.|
|2||If plan templates are enabled and at least one template is available to the user, create a new plan using a template by clicking the Use Plan Template link. See Development Plan - Create from Template (Legacy).|
|3||Navigate to the Development Plan Approval page by clicking the link. Here you can review, modify, and approve plans that are pending your approval if approval is required. Note: This option is not available if development plans do not require approval or if you are not responsible for approving development plans. See Development Plan - Approve (Legacy).|
|4||See a merged view of your development plans by clicking the See Development Plan - Merged View (Legacy).link. This displays all of your development plan objectives in a single view. This view can be viewed by Objectives, Action Steps, and Activity Items.|
Manage progress on your plans by clicking the plan title. View cancelled plans and view or hide complete and past due plans using the display option check boxes. See Development Plan - View (Legacy).
Select your primary development plan in the Primary Plan column. The primary development plan can be linked to a user's performance review so that when training is added to a development plan within the performance review, this is added to the primary development plan by default. If the primary plan is deleted, the first development plan in the list is marked as the primary plan. If no development plan exists and one is created, it is automatically set as the primary plan.
The following options appear in the Options column:
The following information is available within this folder. Click a link to navigate directly to the appropriate topic: