Contents of the Manage Development Plan Template Screen

The following fields and options are available on this screen.

Contents

Field Description
Plan Name This is the name that the plan creator gave the plan (for example, Observation and Feedback Skills). Click this name to see details about the plan, including all of the courses and other activities in the plan.
Plan Type
This is the reason for the development plan:
  • Gap Fill: This type of plan addresses the need of an employee who requires additional development to fulfill his or her potential within an organization. The development plan will fill gaps in the employee’s knowledge.
  • Growth: This type of plan addresses the need of an employee who is ready to move into another position, but lacks certain abilities or knowledge. The development plan will expand the employee’s knowledge base.
Date Created The date the template was created.
Last Modified The last time changes were saved to the template.
Modified By The username of the last user to modify the template.
Add Development Plan Template This button opens the Add Development Plan Template Screen. Use the fields on this screen to create a template others can use to create development plans. Define goals associated with concrete tasks that must be completed to reach each goal.
Actions The following actions are available from the Actions menu
  • Add template for specified users: Click this icon to open a version of the Add Development Plan screen that allows you to assign the template to a specific set of users other than direct reports. To do this, click Select in the For field and select the employees. This option is intended for Administrators and HRBP users.
  • Edit Template: Click this icon to edit the selected development plan template.
  • Deactivate Development Plan Template: Click this icon to deactivate the template, which keeps the template Talent Management, but hides it so users cannot select the template. To see deactivated templates in the list, click the Filter option in the upper left and select Include Deactivated Templates. Click the Activate icon Activate to re-enable a deactivated template.
  • Delete Template: Click this icon to delete the template.