Add a New Development Plan for Yourself

If the Add Development Plan for Self option is enabled your your user group in Core Features, you can add your own development plan to track goals and the activities you need to complete to meet those goals.

To add a development plan for yourself, you must belong to a group with the Add Development Plan and Add Development Plan for Self features (Administration >> Global Settings >> System Administration >> Features >> Core >> Development Plans >> Add Development Plan >> Add Development Plan for Self) These related features offer additional functionality:
  • Add Development Plan Item (and Add Development Plan Item for Self): The Add Development Plan Item feature grants access for you to add a specific task or objective to a development plan.
  • Development Plan Template: This feature grants access for you to create a plan using a template that an administrator has defined.

To add a new development plan for yourself:

  1. Click Career Center > Career Development Development Plans.
  2. Click Add Development Plan.
  3. If you have access to the Development Plan Template feature, you can select a template from the Select a template field to populate fields based on that template. Or you can create a plan from scratch and enter a Plan Name and Plan Type.
  4. Enter a Start Date, and the Target Date you expect the plan to end.
  5. Click Save and Continue to add specific tasks or objectives employees on the plan must complete. Refer to the Development Plan Items screen topic for more information.
  6. When you are finished adding all individual plan objectives, click Save.
  7. On the Development Plans screen, click the plan name to view details of the finished plan.
    Note: You can also add a development plan by copying an existing plan. See the Copy a Development Plan topic for more details.