Performance: Plan Items

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Plan Items

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 Plan Items Subfolder.

Development Plan Widget

This widget is accessible on the Performance dashboard, and provides an easy way to create and track Development Plan Items.

Widget Fields Explained

Field Name

Description

Employee Name Name of the Employee to assign the Plan to. Uses search drop-down.
Development Plan Name Allows the creator to name the Development Plan for quick identification.
Plan Item 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.
Plan Item 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 Development Plan

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

Development Plan Fields Explained

Field Name

Description

Development Plan Status Whether this Plan Item is currently Active.
Development Plan Name Allows the creator to name the Plan Item for quick identification.
Development Plan Type Select the Type of Plan Item. The options are:
               *Compliance
               *Career Path
Start Date The start date of the Plan Item.
Plan Item Reason Records the reason for the creation of the Plan Item. 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 Plan Item should be completed.
Actual Completion Date Records when the Plan Item was completed.
Notes Notes.
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