Performance: Plan Items

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 Action Plans.

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 Action Plan is currently Active.
Development Plan Name	Allows the creator to name the Action Plan for quick identification.
Development Plan Type	Select the Type of Action Plan. The options are: *Compliance *Career Path
Start Date	The start date of the action plan.
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 Action Plan should be completed.
Actual Completion Date	Records when the Action Plan was completed.
Notes	Notes.