Deltek Talent Management

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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 development plan for a direct or indirect report, you must belong to a group with the Add Development Plan feature (Administration >> Global Settings >> System Administration >> Features >> Core >> Development Plans >> Add Development Plan). These related features offer additional functionality:
  • Add Development Plan Item: This 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 a direct or indirect report:

  1. Access a direct or indirect report's Total Talent Profile by performing a search from the Search function at the top of any screen, or their employee record by accessing the employee from your My Employees screen.
  2. Click the Development tab. (If accessing from My Employees, then click the Development Plan button.)
  3. Expand the section for the specified employee and expand the Current section.
  4. Click Manage Development Plans.
  5. On the Development Plans screen, click Add Development Plan.
  6. 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.
  7. Enter a Start Date, and the Target Date you expect the plan to end.
  8. In the Copy Development Plan to additional direct reports select one or more of your additional reports to copy the plan to those users. When the plan is finalized, a notification is sent to the original employee, and all those you specify in this field.
  9. 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.
  10. When you are finished adding all individual plan objectives, click Save.
  11. On the Development Plans screen, click the plan name to view details of the finished plan.
    Note: You can also add a development plan for direct reports by copying an existing plan. See the Copy a Development Plan topic for more details.