Performance: Action Plans

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Action Plan

An Action plan is a development path for an Employee's personal growth. This Dashboard tool can be used to record that plan, which can be created by a System Administrator user, the Manager, or by an Employee who has been given access permissions. Action Plans can also be entered into the Employees Action Plan Subfolder.

Action Plan Widget

This widget is accessible on the Performance dashboard, and provides an easy way to create and track Action Plans.

Widget Fields Explained

Field Name

Description

Employee Name Name of the Employee to assign the Plan to. Uses search drop-down.
Action Plan Name Allows the creator to name the Action Plan for quick identification.
Action Plan Reason Records the reason for the creation of the Action Plan. Available options are:
               *Skill Gaps Training
               *Personal Development Plan(PDP)
               *Review
Performance Canvas Select a canvas to include the action plan in.
Action Plan Type Select the Type of Action Plan. The options are:
               *Compliance
               *Career Path
Target Finish Date Records when the Action Plan should be completed.

Performance Employee Action Plan

This object is accessible from Performance Employee. Each Action Plan record is recorded against the employee here.

Action Plan Fields Explained

Field Name

Description

Action Plan Status Whether this Action Plan is currently Active.
Action Plan Name Allows the creator to name the Action Plan for quick identification.
Action Plan Type Select the Type of Action Plan. The options are:
               *Compliance
               *Career Path
Start Date The start date of the action plan.
Action Plan Reason Records the reason for the creation of the Action Plan. Available options are;
               *Skill Gaps Training
               *Personal Development Plan(PDP)
               *Review
Type Mentor
Link Mentor Links the mentor to the action plan.
Target Finish Date Records when the Action Plan should be completed.
Actual Completion Date Records when the Action Plan was completed.
Notes Notes.
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