View Details of a Development Plan Template

Follow these steps to view all the details included on a template, such as the name, plan items, and all competencies, skills, and recommended tasks selected to help the employee meet their goal.

You can view plan details such as the name, competencies and skills that will help the employee with their plan, specific objectives for the plan, and recommended tasks associated with these objectives in two ways:
  • On the Manage Development Plan Template screen, click the plan name.
  • On the New Plan Item screen, click the click the View Plan Template button.

The View Development Plan Template screen displays all the details selected on the template. Plans created using this template will start with all of these details.

Several Actions are available in the upper right of the screen. (Edit, Delete, Print, New Plan Template Item ). You can also click More Options > Manage Development Plans Template to return to the list of templates.