Manage Personal Development

Provides step-by-step instructions on how to add, edit, and delete information on a personal development plan. It also steps through how to add comments or a career development opportunity to a plan.

Manage Personal Development

Manage Personal Development

Personal Development plans provide administrators, managers, and employees with a central location to track an employee's personal development goals. Individual plans can be created to include specific tasks needed to complete the plan. As tasks are completed, each plan shows the employee's progress towards completing the plan.

A development plan differs from a development goal. A development plan builds upon the concept of ongoing and continuous employee development. It is not included in the performance review for rating purposes.

Manage personal development plans using the Personal Development page.

Navigation: Menu > Myself > Career & Education > Personal Development

Personal Development Plans

Personal development enables you to:

  • View the progress of personal development plans
  • View your strengths and opportunities to help you build a plan that is tailored to your proficiencies
  • Add a task or career development opportunity to a plan
  • View the detail page of a personal development plan
  • Collaborate by adding or viewing comments
  • View completed plans
  • Reopen a completed plan by assigning a task or career development opportunity

If you have a plan with incomplete tasks, you can mark the displayed tasks as complete by selecting the box next to each task. You can also delete a displayed task, whether completed or not, by selecting the Delete icon next to each task.

Add a Personal Development Plan

Administrators, managers, and employees can add personal development plans that can help an employee keep track and further progress on their personal development goals.

Employee Navigation: Menu > Myself > Career & Education > Personal Development

Manager Navigation: Menu > My Team > My Employees > select employee > Career & Education > Personal Development

Administrator Navigation: Menu > Administration > Employee Admin > My Employees > select employee > Career & Education > Personal Development

  1. From the Personal Development page, select Add a Plan. The Add a Plan page appears.
    Image displays the Personal Development page with the Add a Plan button highlighted.
  2. Enter what you would like to accomplish (for example, increase my leadership abilities).
  3. Enter any additional details about the plan.
  4. Select the skills and competencies you plan to work on during the specified time. The available skills and competencies in the list are configured under Business Rules. To remove a skill or competency, select the "X" in the top-right corner of the entry.
  5. Select the month and year in which you expect to complete the plan. If you select a date in the past, you receive a warning message but can continue.
  6. Select Save.
    Image displays the Add a Plan page with development plan details.

View and Edit a Personal Development Plan

Administrators, managers, and employees can view and edit individual personal development plans to help an employee keep track and further progress on their personal development goals.

Employee Navigation: Menu > Myself > Career & Education > Personal Development

Manager Navigation: Menu > My Team > My Employees > select employee > Career & Education > Personal Development

Administrator Navigation: Menu > Administration > Employee Admin > My Employees > select employee > Career & Education > Personal Development

  1. From the Personal Development page, select a plan link. The Plan Details page appears.
  2. From the Plan Details page, you can complete the following:
    • Edit the development plan details by selecting the Edit link to go to the Edit Plan page.
    • Enter a task and select the Add Task button or select the Add a Career Development Opportunity link to add a task or career development opportunity.
    • Add a recommended development opportunity by selecting Add To Tasks next to the applicable opportunity.
    • Edit a task from the development plan by selecting the edit icon when the applicable task is highlighted.
    • Remove a task from the development plan by selecting the delete icon when the applicable task is highlighted.
    • Add or view comments by selecting the Add Comment/View All Comments link.
    Image displays the Plan Details page with all options to edit highlighted.
    Note
    • The Percent Complete bar can change depending on when you add, complete, or remove tasks. For example, if you have two tasks associated with a plan and one task is complete, the task bar shows 50% complete.
    • When the Employee, Manager or Employee Administrator visits the Plan Details page for a plan that has an outcome that matches the skill or competency associated with a career development opportunity, the matching opportunity appears on the right under Recommended Development Opportunities. An Add To Tasks button also appears.

Add a Career Development Opportunity to a Plan

Career development opportunities can be included in an employee's personal development plan to assist in completing the plan. Employees, managers, or administrators can match skills or competencies associated with a career development opportunity.

A development opportunity is a resource that supports individuals in their continued career development. Employees can view and participate in development opportunities on the Career Development pages.

When adding a development opportunity to a plan, employees must still:

  • Participate in the development opportunity
  • Complete the development opportunity

Employee Navigation: Menu > Myself > Career & Education > Personal Development > select plan

Manager Navigation: Menu > My Team > My Employees > select employee > Career & Education > Personal Development > select plan

Administrator Navigation: Menu > Administration > Employee Admin > My Employees > select employee > Career & Education > Personal Development > select plan

  1. From the Plan Details page, select an option:
    • Select Add to Tasks in the Recommended Development Opportunities section.
    • Select Add a Career Development Opportunity. The Add a Career Development Opportunity page appears. Select the opportunity from the list.
  2. The opportunity is added to the plan and you are returned to the Plan Details page.

Add Comments to a Personal Development Plan

Administrators, managers, and employees can add comments to an employee's personal development plan to elaborate on the tasks and work completed as part of the plan.

Employee Navigation: Menu > Myself > Career & Education > Personal Development > select plan

Manager Navigation: Menu > My Team > My Employees > select employee > Career & Education > Personal Development > select plan

Administrator Navigation: Menu > Administration > Employee Admin > My Employees > select employee > Career & Education > Personal Development > select plan

  1. From the Plan Details page, select the Add Comment/View All Comments link. The Comments page appears.
  2. Enter any comments, up to 1,500 characters.
  3. Select Post.
    Image displays the comment box of the add a comment page.

View Completed Personal Development Plans

Administrators, managers, and employees can view completed personal development plans to review previous plans and track development progress.

Employee Navigation: Menu > Myself > Career & Education > Personal Development

Manager Navigation: Menu > My Team > My Employees > select employee > Career & Education > Personal Development

Administrator Navigation: Menu > Administration > Employee Admin > My Employees > select employee > Career & Education > Personal Development

  1. From the Personal Development page, select a completed plan link. The Completed Plans page appears.
  2. Select the plan Title you would like to view. The Plan Details page appears.
    Image displays the Personal Development page with the completed plan link highlighted.
    Note

    You can reopen a completed plan by adding a task or a career development opportunity to the plan by selecting the Add Task link or the Add a Career Development Opportunity link. You can also reopen a plan by removing the check mark next to the completed task.

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