Performance: Action Plans

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.