Individual development planning is the process of creating an action plan based on awareness, values, reflection, goal-setting, and planning for personal development within the context of a career, education, or self-improvement. It's an agreement between an employee and employer that certain skills should be improved, or learned or that overall performance should meet a certain standard within a defined time period.
Personal development plans may also include a statement of one's career and lifestyle priorities, career positioning, and analysis of opportunities, risks, and alternative plans.
Individual development planning benefits the organization by aligning employee training and development efforts with its mission, goals, and objectives. When using an IDP, supervisors develop a better understanding of their employees' professional goals, strengths, and development needs resulting in more realistic staff and development plans.
Employees take personal responsibility and accountability for their career development, acquiring or enhancing their skills. Some of the benefits of an IDP are,
- Provide an administrative mechanism for identifying and tracking development needs and plans
- Align employee training and development efforts with its mission, goals, and objectives
Go to Career Development - > Individual Development Plan
Step 1 - To create IDPs, click the ‘Add Individual Development Plan ’ button on the IDP screen.
Step 2 - To create an IDP for an employee first click the "+ button. Select the employee from the 'Employee' field. The 'IDP Name' and the 'Coach' fields get automatically selected.
|Employee||Select the employee name|
|IDP Name||This automatically gets created upon selecting the employee.|
|Coach||The employee's supervisor is automatically selected upon selecting the employee. (If you wish to assign a different coach/mentor, you can simply update the name.)|
|Description||Include the details of the created IDP|
Step 3 - Fill in all the fields. Click "Save"
Individual Development Goals
Once the user clicks "Save", the Individual Development Goals section is displayed. This section consists of the following goal types for the roles.
- Current Role
- Future Role
It is possible for the user to create development goals for each option by clicking the icon.
Step 4 - By clicking the icon, The system navigates the user to the goals screen where the user can create goals for the employee.
Step 5 - Create goals for each section and click "Save". All the created goals are shown below.
Users can select already assigned goals to the employee that were not achieved by that particular employee. If there are any existing goals that are not achieved, the icon gets enabled.
Step 6 - Add Existing goals to the IDP. Click " Select Existing Goals". The following window appears.
Step 7 -Once the user has created the goals. He/ She can initiate the IDP, by clicking the "Initiate” button.
Once the user initiates the IDP for the employee when going to the employee's appraisal under the performance module as the final evaluator's view, the "View IDP" button will be displayed. This option is only available for the Final evaluator.
Step 8 - Click "View IDP" to view the employee's IDP information (Future roles, Current roles, General, etc. ).
If an employee has multiple appraisals and when an IDP is created, the "View Development Plan" option is visible in the Main Evaluators review screen over an employee's appraisal.