HRMS › Performance & Talent
Development Plans
What a person will do to grow: actions with due dates, linked to courses and skills. Activating a plan enrols its courses.
Where to find it
- Module: HRMS
- Group: Workforce
- Section: Performance & Talent
- Screen: Development Plans
Address in the console: /hrms/development-plans
List · 11 columns · 10 fields on its form · 2 of them required · 1 action
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Plan | Code | plan_no |
| Employee | Code | employee_no |
| Name | Text | employee_name |
| Title | Text | title |
| Type | Status | plan_type |
| From | Date | start_date |
| To | Date | end_date |
| Actions | Number | actions |
| Done | Number | actions_done |
| Overdue | Number | actions_overdue |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Employee required | Choice | Looked up from existing records | |
| Title required | Text | ||
| Type | Choice | development, improvement, career, onboarding | |
| Cycle | Choice | Looked up from existing records | |
| From review | Choice | Looked up from existing records | |
| From | Date | ||
| To | Date | ||
| Manager | Choice | Looked up from existing records | |
| Objective | Long text | ||
| Status | Choice | draft, active, completed, cancelled |
What you can do here
Activate primary
Asks for confirmation: Activate the plan? Its course actions are enrolled.
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.
Beside it in Performance & Talent
RecordsPerformance CyclesOpenRecordsPerformance ReviewsOpenRecordsGoalsOpenRecordsGoal Check-insOpenViewCheck-in StatusOpenRecordsDevelopment ActionsOpenRecordsReview WorkflowsOpenRecordsReview Workflow StepsOpenViewReview HistoryOpenRecordsTalent ProfilesOpenRecordsSuccession PlansOpenRecordsSuccession CandidatesOpen