Who is this article for?

Employees who want to set up a personal development plan.

Appraisals_Administrator permissions orManager assignment are required to edit other Employees' Development Plans.

Having a clear development path to follow is helpful to improving skills in the run up to an Appraisal. This guide will take you through the steps to create and manage your Development Plans.

In this article:

1. Development Plans list
2. Recording Development Plans
3. Editing Development Plans
4. Changing Plan status
5. Further reading

1. Development Plans list

To access Development Plans:

1. Open the Go To... menu.
2. Hover over 'Appraisals'.
3. Select 'Development Plans' (under 'Career').

You will be taken to this overview page:

2. Recording Development Plans

To create a Plan:

1. Click 'Development Plans for...▼' in the top left corner of the view.
2. Select 'New Plan'.
   You will be prompted to enter a name, description, and due date in the pop-up box.
3. Click 'Save & Close'.

Once created, you'll be taken to your Plan's notebook:

3. Editing Development Plans

To edit a Plan:

1. Open the Development Plans list.
2. Highlight the item row for the Plan you want to edit.
3. Select 'Edit'.
4. Update the Title, description, and dates as needed.
5. Click 'Save & Close'.

This will return you to the notebook page for the Plan.

4. Changing Plan status

To change the status of a Plan:

1. Open the Development Plans list.
2. Highlight the item row for the Plan you want to edit.
3. Select 'Complete' or 'Reopen'.
   You can also delete the Plan from this menu.
4. Confirm your choice in the pop-up.

This will return you to the notebook page for the Plan.

5. Further reading

• Recording and editing Goals
• Recording and editing Journal Entries
• Searching for Development Plans, Goals, and Journal Entries
• Completing Appraisals as an Employee