Deltek Talent Management

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Assign a Template to a Set of Users

Administrators and HRBP users with access to the Template Management Page feature can assign a template to a set of users other than direct reports.

This procedure assumes that:
  • You belong to a group with access to the Manage Development Plan Template Screen to perform the following steps. Access is granted on the Features screen (Expand Core » Development Plans » Development Plan Templates Select Development Plan Template Management Page).
  • You are on the Manage Development Plan Template screen ( >> Global Settings >> Your Organization >> Development Plan Templates).

To assign a template to a specific set of users:

  1. Find the template in the list and click the Add development plan for employee icon Add Development Plan for Employee.
  2. Click the Select button in the For field.
  3. On the Select dialog, use the search fields and selection buttons to select the employees you want to assign to this template. This template will be selected by default when these users open the Development Plan screen. When finished click Close Window.
  4. Edit additional fields on the first form, as needed, and click Save and Continue to edit details for any saved plan items. If finished click Save.