Snapshot - Development Plans

The Snapshot Development Plans page enables users to view, create, and manage their development plans.

The Snapshot Development Plans page can be accessed in the following ways:

  • Go to Performance > Development Plans.
  • Go to Home > Universal Profile. Select the Snapshot tab. Then, select the Development Plans widget.
PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Development Plans - Approve Grants ability to approve or deny development plans that are pending the user's approval. This is a manager/approver permission. Performance
Snapshot - Development Plans

Enables user to view the Development Plans widget and subpage within the Universal Profile - Snapshot page for users within their permission constraints. This permission can be constrained by OU, User's OU, User Self and Subordinates, User, User's Self, User's Manager, User's Superiors, User's Subordinates, User's Direct Reports, and Employee Relationship. Best Practice: For most users, this permission should be constrained by User Self and Subordinates.

 Universal Profile

Create New Plan/Create New Plan From Template

  • Select the Create New Plan button to create a new development plan. See Create/Edit Development Plan .
  • Select the Create New Plan From Template button to create a new development plan using a pre-defined template.

Permission Note: The "Snapshot - Development Plans" permission enables users to access the Development Plans page and view the Create New Plan button. However, users must also have the "Development Plans - Manage" permission to create a development plan.

This button is only available when viewing your own Snapshot: Development Plans page.

View Team

The View Team flyout allows managers, approvers, and custom relationships to quickly navigate between subordinates' profiles and transcripts. When enabled, the View Team flyout is available to managers and dotted line managers on all pages of their Universal Profile and the Universal Profile of their subordinates. This flyout displays the manager's reports visually.

The View Team button displays if enabled in the portal. Administrators may enable or disable this flyout via the My Team Dropdown section within Universal Profile General Preferences. See Universal Profile General Preferences.

See Universal Profile - View Team Flyout.

Options

The following options are available in the Options drop-down menu:

  • Create Plan from Template - Select this option to create a development plan from a template. This option is only available if development plan templates are enabled in Development Plan Preferences and if at least one development plan template is available to the user. See Create Development Plan from Template .
  • Approve Plans - Select this option to approve development plans. This option is only available if development plans require approval. Also, this option is only available to users who are responsible for approving development plans. See Approve Development Plans .

Primary Plan

If the user has multiple plans, the user's primary plan is displayed separately above the user's other development plans.

A read-only progress bar is displayed for the primary plan to visually and prominently show the primary plan progress. The numeric representation of the progress is displayed below the progress bar.

Other Plans

This section displays all other development plans for the user. Plans can be sorted, and the due date, status, and creation date displays for each. Plan actions are also available in the Plan Actions menu. See the below sections for more information.

Sort By

The table of reviews can be sorted using the following sorting options within the Sort By drop-down menu at the top of the Reviews section:

  • Create Date - Select this option to sort the plans in chronological order by creation date, with the oldest creation date displayed first. Plans with the same creation date are then sorted alphabetically.
  • Due Date - Select this option to sort the plans in chronological order by due date, with the plan with the soonest due date displayed first. Plans that are completed are listed after plans with a due date, with the most recently completed plan displayed first. Plans with the same due date are then sorted alphabetically.
  • Status - Select this option to sort the plans by status. Plans with the same status are then sorted alphabetically. Plans are sorted in the following status order:
    • Not Started
    • In Progress
    • Completed
    • Incomplete

Display Cancelled Plans

Select this option to refresh the page and include development plans with a status of Cancelled. When this option is unselected, plans with a status of Cancelled are hidden.

Hide Completed and Past Due Plans

Select this option to refresh the page and hide development plans with a status of Completed or Past Due. When this option is unselected, plans with a status of Completed or Past Due are displayed.

Plans List

Note: Development plans in a status of Deleted are not displayed on the Development Plans page

The following information is displayed for each plan in the Development Plans list:

  • Plan Title - Users can select the plan title to view the details of the development plan. See Manage/View Development Plan .
  • Status
  • Date Created
  • Due Date
  • Primary Plan - The Primary Plan label appears below the Due Date value for the development plan that is designated as the user's primary plan. Users can designate their primary plan using the Actions drop-down menu to the right of the appropriate plan.
  • Percentage Complete - This displays the completion percentage for the development plan.

Plan Actions

Note: Actions are only available for In Progress development plans.

The following plan actions may be available from the actions drop-down menu to the right of the plan:

  • View - Select this option to view the Development Plan Details page for the selected development plan. See Manage/View Development Plan .
  • Edit - Select this option to edit the development plan. This action is only available to users when viewing their own Development Plans page. This action is not available when viewing another user's Development Plans page. See Create/Edit Development Plan .

    • If editing a completed plan that requires approval, then editing a plan in Completed status puts the plan in Pending Acceptance Approval or Pending Completion Approval status. The ability to edit a Completed development plan is controlled within Development Plan Preferences. See Development Plan Preferences .

  • Cancel - Select this option to cancel the development plan. A confirmation pop-up appears when this option is selected. This action is only available when viewing your own Development Plans page. You can cancel any of your development plans, even your primary plan. This action is not available when viewing another user's Development Plans page.
  • Delete - Select this option to delete the draft development plan. This option is only available for draft development plans. A confirmation pop-up appears when this option is selected.
  • Export to PDF - Select this option to export the selected development plan as a PDF. This action is only available to users when viewing their own Development Plans page. This action is not available when viewing another user's Development Plans page.
  • Designate as Primary Plan - Select this option to designate the plan as the primary plan.