You can create action plans associated with Evaluations, Continuous Feedback, or Climate Surveys from each process's module, the employee's profile, or the general Action Plans module.

Step by step

[On the web platform]

1. Evaluation Process

• From My Evaluations (only applies to downward evaluator)

  1. In the left side menu go to My Evaluations and select the evaluation.
  2. Go to the Downward Evaluation tab and then to Feedback.
  3. In the "Actions" column, click the Create action plans button (🤝).
  4. Fill in the details and click Save.
      

• Other options:If you are not a downward evaluator, use the routes in point 4.

   

2. Continuous Feedback Process

• From the Continuous Feedback module

  1. In the left side menu go to Talent > Continuous Feedback and locate the existing feedback you want to associate the plan with.
  2. In the last column, click the Create Action Plan button (🤝)
  3. Fill in the details and click Save.

• From Employee Profile > Continuous Feedback

  1. Go to the employee profile for whom you want to generate the action plan.
  2. Go to Talent > Continuous Feedback
  3. Locate the feedback you want to associate the plan with.
  4. In the last column click the Create Action Plan button (🤝)
  5. Fill in the details and click Save.

• From My Team (only applies to supervisors/leaders)

  1. In the left side menu go to My Team
  2. In the Feedback tab locate the feedback you want to associate the plan with.
  3. In the last column click the Create Action Plan button (🤝)
  4. Fill in the details and click Save.
      
• Other options:You can also use the routes in point 4.
   

3. Climate Surveys Process

• For this process, use the general routes described in point 4.
   

4. For any process

• From Action Plans Module:

  1. In the left side menu go to Talent > Action Plans
  2. Click Create Action Plan.
  3. Fill in the plan information, including the associated process.
  4. Click Save.

• From Employee Profile > Action Plans:

  1. Go to the employee profile for whom you want to generate the action plan.
  2. Go to Talent > Action Plans.
  3. Click Create Action Plan.
  4. Fill in the plan information, including the associated process.
  5. Click Save.

• From My Team > Action Plans (Only for supervisors/leaders)

  1. In the left side menu go to My Team
  2. Go to the Action Plans tab.
  3. Click Create Action Plan.
  4. Fill in the plan information, including the associated process.
  5. Click Save.

Important considerations or limitations

• Action plans will be created with the status 'To do'.
• If you create a plan from a specific process, when you click Create Action Plan, the process data will be filled in automatically. If you create it directly from Action Plans, you will need to manually complete the process information.

🤖 This article was translated using artificial intelligence. View original article.