Accessing and managing a team member's career development

From the Planner, you can access your team members' career development plans to better understand their professional goals and support their growth.

To access a team member's career plans, proceed as follows:

1. In the Planner, go to the Career Development tab.

2. From the Workers drop-down list, select the team member whose plans you want to view. At the top of the page, the Career plans tile shows how many career plans the selected team member has, and a tips panel offers guidance on supporting their career development, for instance:

   

   Career Development tab in the Planner

   If the team member does not have any plans yet, the tile displays a short message instead of a count.

   The Career plans table lists the career development plans that the selected team member owns, with the following columns:

   • Name – the name of the plan

   • Worker – the team member who owns the plan

   • Start date and End date – the period the plan covers

   • Status – the current status of the plan

   • Stage – the current workflow stage of the plan, for example Worker self-assessment or Manager feedback

   If the table contains many plans, use the pagination controls below it to move between pages or change the number of plans per page.

3. To open a plan, click its name. Alternatively, click the three-dot icon at the end of the row and select View.

4. Review the plan details, such as its description and questionnaire, as shown in the following illustration:

Viewing a career plan

From the plan details page, you can:

• Click Generate PDF to create a PDF version of the plan.

• Click Send to Documents to send the plan as a PDF to the team member’s documents. This button is available only if sending to Documents is enabled for the plan.

• Click Edit to update the plan. This button is available only while the plan is in an editable stage.