Copy a Development Plan

Managers and administrators can copy a development plan and assign it to one or more direct reports.

The copied plan can be either the manager’s own plan or that of another direct or indirect report. The manager can copy the entire plan or only some of the plan items.

To copy a development plan:

  1. Open the development plan for the user whose plan you want copied.

    Development plans can be opened from the Career Center, or from a user’s Total Talent Profile.

  2. From the Actions menu for the plan to be copied, select Copy.
    Note: Development Plans can also be copied by clicking the Copy Development Plan button on the View Development Plan screen. See the View Development Plan Screen section for details.
  3. If appropriate, change the Plan Name, Plan Type, Start Date, or Target Date.
  4. From your list of direct reports, select those employees to whom the development plan applies.
  5. If you don’t want to copy all of the plan items, in the Select Plan Items to Copy section, deselect those that you don’t want to copy.
  6. Click Submit.