Career plan status
The Career plan status report page provides a detailed view of career plan workflow status, broken down by organizational unit and user. It allows for hierarchical drill-down to monitor progress at different levels, and includes tables grouping users by manager to show pending and completed plans. Additionally, users can review workflow status across teams and departments, as well as a summary of refused plans with organizational drill-down, culminating in a detailed table of individual user career plans.
The view of the report page containing all the visuals is presented in the following picture:
The Career plan status report page
Visuals:
| Name | Measure | Description |
|---|---|---|
| Total career plans | Count of assigned plan IDs (one per worker assignment) | Number of career plans handed out to workers; each assigned plan counted once. |
| Career plans workflow status | Count of assigned-plan IDs, split by workflow status (Self-Assessment / Manager Review / Completed) | Number of unique career development plans IDs that sit at each stage of the workflow. Every distributed plan is counted once and placed in its current stage: Self-assessment (the worker is filling it in), Manager review (it's with the manager), or Completed. The stacked/percentage version shows the same split as a proportion of all plans rather than raw counts. |
| Career plan completion rate | Count of completed Plans÷ count of all plans | Share of all assigned plans that are Completed ; i.e. the completion rate for career development plans. It puts the count in context so a large team and a small one can be compared fairly; a low or falling rate signals plans stalling before sign-off rather than never being started. |
| # Refused career plan | Count of plans where the "Refused" flag = Yes | Number of career plans employees refused, broken down by org level. A plan counts as "refused" when a refusal date has been recorded on it. This is the action done by the worker in the plan view when they check the box Career development plan refused by worker . |