Performance: Plan Items

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{{page.name: Performance: Action Plans}}
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{{page.name: Performance: Plan Items}}
{{page.head: Performance: Action Plans}}
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{{page.head: Performance: Plan Items}}
  
 
__TOC__
 
__TOC__
  
=Action Plan=
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=PDP Plan Items (Which are Interventions allocated to the PDP during a Performance Review)=
  
An Action plan is a development path for an Employee's personal growth. This 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.
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PDP is a growth plan for the Employee which links to a Performance Review. You need to include the PDP step in a Performance Cycle to be able to create Personal Development Plans. Using Team Dashboards, users (MyInfo, Manager and P&C can see the PDP's for themselves, their Team Members / the whole business. Each Individual Goal that the Employee has, can be rolled up into one PDP and viewed through the Goals Folder in the Performance Widget.
  
==Action Plan Widget==
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==Personal Development Plan in the Performance Widget==
  
This widget is accessible on the Performance dashboard, and provides an easy way to create and track Action Plans
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This item is accessible through the Performance Widget in the Goals Folder.
  
===Widget Fields Explained===
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==Performance Employee Development Plan==
  
<table border="1" width="700px" id="table3" cellspacing="0">
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This object is accessible from Performance Employee. Each Action Plan record is recorded against the employee here.
<tr>
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<td width="232">
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<b>
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<font face="Arial" size="2">Field Name</font>
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</b>
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</td>
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<td width="458">
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<b>
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<font face="Arial" size="2">Description</font>
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</b>
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</td>
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</tr>
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<tr>
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<td width="232">Employee Name</td>
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<td width="458">Name of the Employee to assign the Plan to. Uses search drop-down.</td>
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</tr>
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<tr>
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<td width="232">Action Plan Name</td>
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<td width="458">Allows the creator to name the Action Plan for quick identification.</td>
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</tr>
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<tr>
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<td width="232">Action Plan Reason</td>
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<td width="458">Records the reason for the creation of the Action Plan. Available options are;<br>
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                *Skill Gaps Training
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                *Personal Development Plan(PDP)
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                *Review
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                </td>
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</tr>
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<tr>
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<td height="23" width="232">Performance Canvas</td>
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<td height="23" width="458">Select a canvas to include the action plan in.</td>
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</tr>
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<tr>
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<td height="23" width="232">Action Plan Type</td>
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<td height="23" width="458">Select the Type of Action Plan. The options are:
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                *Compliance
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                *Career Path
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                </td>
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</tr>
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        <tr>
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<td height="23" width="232">Target Finish Date</td>
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<td height="23" width="458">Records when the Action Plan should be completed.</td>
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</tr>
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</table>
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Latest revision as of 23:13, 3 August 2022

PDP Plan Items (Which are Interventions allocated to the PDP during a Performance Review)

PDP is a growth plan for the Employee which links to a Performance Review. You need to include the PDP step in a Performance Cycle to be able to create Personal Development Plans. Using Team Dashboards, users (MyInfo, Manager and P&C can see the PDP's for themselves, their Team Members / the whole business. Each Individual Goal that the Employee has, can be rolled up into one PDP and viewed through the Goals Folder in the Performance Widget.

Personal Development Plan in the Performance Widget

This item is accessible through the Performance Widget in the Goals Folder.

Performance Employee Development Plan

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