Performance: Action Plans
From Subscribe-HR Wiki Help
| Line 10: | Line 10: | ||
==Action Plan Widget== | ==Action Plan Widget== | ||
| − | This widget is accessible on the Performance dashboard, and provides an easy way to create and track Action Plans | + | This widget is accessible on the Performance dashboard, and provides an easy way to create and track Action Plans. |
===Widget Fields Explained=== | ===Widget Fields Explained=== | ||
| Line 37: | Line 37: | ||
<tr> | <tr> | ||
<td width="232">Action Plan Reason</td> | <td width="232">Action Plan Reason</td> | ||
| − | <td width="458">Records the reason for the creation of the Action Plan. Available options are | + | <td width="458">Records the reason for the creation of the Action Plan. Available options are:<br> |
*Skill Gaps Training | *Skill Gaps Training | ||
*Personal Development Plan(PDP) | *Personal Development Plan(PDP) | ||
| Line 59: | Line 59: | ||
</tr> | </tr> | ||
| + | </table> | ||
| + | |||
| + | ==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=== | ||
| + | |||
| + | <table border="1" width="700px" id="table3" cellspacing="0"> | ||
| + | <tr> | ||
| + | <td width="232"> | ||
| + | <b> | ||
| + | <font face="Arial" size="2">Field Name</font> | ||
| + | </b> | ||
| + | </td> | ||
| + | <td width="458"> | ||
| + | <b> | ||
| + | <font face="Arial" size="2">Description</font> | ||
| + | </b> | ||
| + | </td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="232">Action Plan Status</td> | ||
| + | <td width="458">Whether this Action Plan is currently Active.</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="232">Action Plan Name</td> | ||
| + | <td width="458">Allows the creator to name the Action Plan for quick identification.</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td height="23" width="232">Action Plan Type</td> | ||
| + | <td height="23" width="458">Select the Type of Action Plan. The options are: | ||
| + | *Compliance | ||
| + | *Career Path | ||
| + | </td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td height="23" width="232">Start Date</td> | ||
| + | <td height="23" width="458">The start date of the action plan.</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td width="232">Action Plan Reason</td> | ||
| + | <td width="458">Records the reason for the creation of the Action Plan. Available options are;<br> | ||
| + | *Skill Gaps Training | ||
| + | *Personal Development Plan(PDP) | ||
| + | *Review | ||
| + | </td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td height="23" width="232">Type Mentor</td> | ||
| + | <td height="23" width="458"></td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td height="23" width="232">Link Mentor</td> | ||
| + | <td height="23" width="458">Links the mentor to the action plan.</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td height="23" width="232">Target Finish Date</td> | ||
| + | <td height="23" width="458">Records when the Action Plan should be completed.</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td height="23" width="232">Actual Completion Date</td> | ||
| + | <td height="23" width="458">Records when the Action Plan was completed.</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td height="23" width="232">Notes</td> | ||
| + | <td height="23" width="458">Notes.</td> | ||
| + | </tr> | ||
</table> | </table> | ||
Revision as of 07:22, 25 July 2017
Contents
Action Plan
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.
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. |
