Creating career development plan
A career development plan is a personal roadmap for career growth. It is a strategic game plan that outlines where the worker is now, where the worker wants to go, and how can they get there. It's a proactive approach to managing the career rather than simply letting it unfold.
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Career development plans are available under Workbench> Performance Management > Career Development > Career Development Plans. Access to Workbench depends on your role within the platform. This feature is available for users with Configuration and HRBP professional roles.
Step 1 - Round details
To create a career development plan, proceed as follows:
Click Create career development plan in the upper-right corner of the Career development page. The career plan creation form is opened at the first step, Plan details.
Fill in the basic details of the career plan:
Enter a name of the new career plan in the Name field.
Enter a unique code in the Code field.
Enter a description for the career plan in the Description field. We recommend that you state in this field the purpose of the career plan to avoid any confusion if you're creating several plans in your system.
If required, select additional owners in the Owners field, by typing their name in the search field and then clicking the name of the relevant person in the search results. If you don't add additional owners, you will be the only owner of the plan.
If required, select additional owners in the Local owner field, by typing their name in the search field and then clicking the name of the relevant person in the search results. Local Owner will obtain specific management capabilities, primarily focused on the template's population. If you don't add local owner, you will be considered the local owner of the plan. Only one local owner can be added per template.
In the Key dates section select the Start date and End dateof your career plan.
You may also send the career development plan in a PDF format to the Document tab. To do that check the box in the Plan transmission section and select the communication round.
If your company uses several languages and you want to translate career development plan, select the new language in the Translations drop-down list, and then enter the proper information in the Name and Description fields. Repeat this operation for all the languages that you want to support in your career development plan.
Click Next in the progress widget to move to the next step of the career plan creation process: Population.
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Click Save and exit in the upper-right corner of the application to simply save your changes and finish the creation later on.
Step 2 - Population
Once you have entered the basic information for the career plan, you need to define its target population; in other words, the managers and workers who will be part of this plan.
To define the target population of a career plan, proceed as follows:
If you want to include one or several organizational units, open the Organization drop-down list, and then check the boxes corresponding to all the units to be included. Click All organizational units to select all available organizational units at once.
If you want to include one or several specific locations, open the Location drop-down list, and then check the boxes corresponding to all the locations to be included. Click All locations to include all available locations at once.
If you want to include one or several specific roles, open the Role drop-down list, and then check the boxes corresponding to all the roles to be included. Click All roles to include all available roles at once.
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Keep in mind that this method creates an restrictive (AND) condition, meaning that the more criteria you select in the drop down, the fewer workers will be included because only the workers meeting all criteria will be included.
Click Add at the right of the row of drop-downs. A badge containing your selection is added below the row.
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Click Add all company at the top of the section to add all the workers in your organization.
Repeat steps 1-2 to make another selection. If you add several selections, an inclusive (OR) condition is then applied between the selections, meaning that to be included, recipients must meet one of the selections.
If you want to include specific workers by name, type their name in the Individuals workers field and then click the name in the list of results. Workers added via this method will be included in the list of recipients regardless of whether they satisfy the criteria defined in step 3, if any.
If you want to explicitly exclude workers, roles, organizational units or locations, apply steps 1-4 in the Exclude section of the form.
Click Next in the progress widget, at the right side of the form, to move to the third step of the career plan creation process: Workflow.
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Click Save and exit in the upper-right corner of the application to simply save your changes and finish the creation later on.
Step 3 - Workflow
In step 3, Workflow, of the career development plan creation form, you can define the stages of your workflow.
The Start date and End date are automatically added according to your selection from the first step Plan details.
You have access to three workflow steps. You may change the title and description of the steps by the clicking on the button.
In the Worker self assessment section you may tick the box next to the Allow workers to refuse the career development.
Click Next in the progress widget, at the right side of the form, to move to the next step of the plan creation process: Career plan questionnaire.
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Click Save and exit in the upper-right corner of the application to simply save your changes and finish the creation later on.
Step 4 - Career plan questionnaire
After defining the workflow, you can now configure the questions that will appear in the career plan questionnaire.
To add a question, proceed as follows:
Click Add question in the upper-right corner of the Career plan questionnaire page. A pop-up window appears.
Insert your question in the Question field and chose the Answer type from the drop down list:
Text input
Checkboxes - you may create a list of answers options by clicking +Add answer option.
Radio buttons - you may create a list of answers options by clicking +Add answer option.
You may mark this question as mandatory by checking the box next to the Answer to this question is mandatory option. Click Add to add your question.
Once your question will be ready you can manage them:
To change their order drag selected question by the far left side of the row and drag it to change its placement.
To enable or disable the question change the state of the toggle located next to the question.
To edit the question click Edit button located on the far fight side of the row.
If you don't want to see only enabled questions, change the state of the Show disabled toggle to inactive (gray).
Click Next in the progress widget, at the right side of the form, to move to the fifth step of the career plan creation process: Core components.
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Click Save and exit in the upper-right corner of the application to simply save your changes and finish the creation later on.
Step 5 - Core components
In step 5, Core components, of the career plan creation form, you can define the parts of your plan. By default the plan consists of four sections:
Career plan questionnaire
Skills
Goals
Check-ins
To define the sections, proceed as follows:
Change the state of the toggles located on the left side of the sections to enable or disable them.
Drag the sections by the far left side and drop them to change their order.
In the Skills section click All skills from the library and then Select competency scale from the drop down list or click Selected skills & competency groups and then Select skills & competency groups from the drop down list.
In the Goals section Select goal plan from the drop down list and then Select goal type from the second drop down list.
Click Next in the progress widget, at the right side of the form, to move to the next step of the career plan creation process: Sidebar widgets.
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Click Save and exit in the upper-right corner of the application to simply save your changes and finish the creation later on.
Step 6 - Sidebar widgets
In step 6, Sidebar widgets, of the career plan creation form, you can define the widgets that will be shown in the career plan. By there are three sections:
Career chat
Behavior wheel
Resources
To define the sections, proceed as follows:
Change the state of the toggles located on the left side of the sections to enable or disable them.
Drag the sections by the far left side and drop them to change their order.
In the Resources section click Add resources in the Resource list and then add the Label and Link.
Click Publish in the progress widget, at the right side of the form, to publish the career plan and finish the creation process.
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Click Save and exit in the upper-right corner of the application to simply save your changes and finish the creation later on.