Performance Review - Development Plan - Action Step Options

For action steps that were added to the development plan during the performance review task, the following options or actions are available from the Actions drop-down in the upper-right corner of the action step:

  • Edit Action Step
  • Delete Action Step

Note: The Actions drop-down is not available for action steps that were added to the development plan prior to the performance review task. These action steps cannot be edited or deleted within the performance review section.

Action Step - Edit

The action step details can be edited, including title, category, progress, and due date.

To edit an action step, click the drop-down arrow in the upper-right corner of the action step and select Edit Action Step.

Enter the following information for the action step:

  • Action Step Title - Enter a title for the action step, up to 3000 characters. This is required. This title should provide an understanding of the developmental action step.
  • Activity Category - From the drop-down, select a category for the action step. This is optional. The available activity categories are defined by the administrator. If there are no available activity categories, then the drop-down menu does not appear.
  • Progress - In this field, enter the percentage complete for the item. This is optional. If there is progress made on the action step at the time it is added to the plan or when the action step is edited, you may update the progress at that time. If the step has not been started, enter 0, and if the step is complete, enter 100.
  • Due Date - Click the Calendar icon to set a due date for the action step. Or, enter a date in the field. This is optional.

After entering the appropriate information, click Save. The action step details are updated.

Action Step - Delete

Action steps can be removed from an objective within a development plan.

To remove an action step from an objective within a development plan, click the drop-down arrow in the upper-right corner of the action step and select Delete Action Step. A confirmation pop-up appears to confirm the deletion.