Adding development plans
Prerequisites
- Access to the Management > Employee profile (AD006) menu.
- Active SoftExpert Action plan license.
Introduction
Individual development plans (IDPs) are strategic tools used to support the personal and professional growth of employees within the organization. They are customized for each individual, setting specific learning and improvement goals that align the employee's aspirations with the company's objectives.
When managing an employee's profile within SoftExpert Suite, it is possible to create development plans. By investing in the continuous development of its employees, the organization not only enhances its internal talent, but also strengthens its culture of continuous learning and adaptation, essential to maintaining competitiveness and innovation in the market.
Development plans can also be created from the following SoftExpert Competence menus:
- Execution > Evaluation execution (CO011) > Review evaluation.
- My tasks > Execution > Draft development plan.
See how to create IDPs:
Adding a development plan via wizard
Additional information
• Icons may be displayed next to the competences to indicate whether the mapped competence is required or desirable, whether it is being used in another development plan of the employee, or whether the evaluated competence is associated with a development suggestion. Hover over an icon to identify it.
• If the selected competence is being used in another development plan that is open, the system will display a message asking whether you really wish to associate it with the development plan being created.
• When a competence is selected, some fields will be populated by the system with the data of the selected competence. For example, if the selected competence has already been evaluated and is associated with a development suggestion, the action fields will be filled in with the data of the evaluation, with the department and position of the appraiser who proposed the development suggestion, the course suggested for this competence to be developed, among other pieces of information.
• The Category step will only be shown if, in the Employee profile > Development plan section of the SoftExpert Administration general parameters, the Allow changing default category option is enabled. Otherwise, the creation of the development plan can be finished in the previous step, and the IDP will be created in the category defined in the data of the evaluation plan cycle or in the general parameters.
Adding a development plan - Advanced mode
Users already familiar with the process of creating action plans can create the IDP without the help of the wizard.
1. Access the Management > Employee profile (AD006) menu.
2. Select the employee whose profile is being managed and click on the 
button.
3. In the Employee profile, select the Development plan tab.
4. Click on the Add button.
5. On the screen that will open, click on the Advanced mode button.
6. On the screen that will open, the following fields will be available:
| Category |
If a default category has been defined in the general parameters of the component, this field will be filled in automatically, but it can be edited. If a default category has not been selected, choose the category that will classify the development plan being created. If the Allow changing default category option is not enabled in the general parameters, this field will be populated by the system with the category defined in the evaluation plan cycle data or in the general parameters, and it will not be possible to edit it. |
| Executing an evaluation plan | Select the evaluation plan for which the development plan will be generated. The selection screen that will be displayed will list all the evaluation plans that the employee has completed. |
| Cycle | Select the evaluation plan execution cycle for which the development plan will be generated. |
| Import as development plan actions |
Allows for defining the Competences and Other development needs (course and educational level) mapped for the employee's position that will be associated with the development plan. To do this, enable the options from which you wish to create actions in the development plan. |
| Open action plan | Enable this option to generate actions for competences/needs that are associated with open development plans. |
7. After providing all the necessary information, click on the Save button.
8. Click on Yes so that the plan actions are enabled for execution by the responsible parties. The execution will be carried out through the Action execution to-do task of the Action plan component. Click on No so that the actions are not enabled for execution. This operation can be performed later using the Send to next step button that is displayed when the cursor is placed over the action plan.
Conclusion
All done! Now you know how to create development plans for employees.