Career plan overview

The Career plan overview report page provides a high-level summary of career plans across the organization. It delivers key metrics such as the total number of available templates and plans created, as well as completion rates and pending manager actions. Workflow status distributions and trend charts for submissions and completions offer further insight into the career development process.

The view of the report page containing all the visuals is presented in the following picture:

The Career development page

Visuals:

Name	Measure	Description
Total career plan templates	Count of distinct of plans ID	Number of individual unique career development plan IDs that are either in Draft or in Published status.
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 by 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.
# 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 .
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.
# Career plans pending manager completion	Count of plans where workflow status = Manager Review	Number of assigned plans that are currently sitting with the manager; the worker has done their part and submitted, and the plan is waiting for the manager to complete it. A pile-up here points to a manager-side bottleneck.
# Self-assessment submissions over time	Running total of plans where [worker-submit date] ≤ current date	Cumulative curve of worker self-assessment submissions as they accumulate over time. Each point shows how many workers had handed in their self-assessment up to that date. A rising line means workers are steadily completing their part; a flat stretch means submissions stalled. It's the worker-side mirror of the manager-completions curve.
# Manager completions over time	Running total of plans where [manager-submit date] ≤ current date	Cumulative curve of manager sign-offs as they accumulate over time. Each point shows how many career plans managers had completed up to that date. A rising line means managers are steadily working through their reviews; a flat stretch means completions stalled. It's the manager-side mirror of the self-assessment-submissions curve.

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For more information about the visuals and metrics used in Analytics Hub, refer toVisuals in Analytics hub and Metric dictionary, respectively.