Add a New Development Plan For Direct and Indirect Reports

As a manager or administrator, you can add a development plan for a direct or indirect report, and use it to set goals associated with concrete tasks an employee must complete to reach those goals.

To add a new development plan for a direct or indirect report:

1. Open a direct or indirect report’s Total Talent Profile by performing a search from the User screen or by drilling down on an employee’s name from the My Employees screen.
2. Click Training & Development.
3. Click Development Plans.
4. Click Add Development Plan.
5. Enter a Plan Name, Plan Type, Start Date, and Target Date.
6. To copy the development plan to other direct reports, select those employees from the list to whom the development plan applies.
7. Click Save.
8. Enter development plan objectives and items.

   Refer to the Development Plan Items screen section for more information.

9. Click Save after entering each item.
10. Click View Plan to see the finished plan.
    Note: Alternatively, for direct or indirect reports, you can also access the Add Development Plan option from the Actions menu on the My Employees Development Screen (My Employees > My Employees > Development button)

    You can also add a development plan for direct reports by copying an existing plan. See Copy a Development Plan for more details.