Development plans — redesign functional guide

Redesign: build the plan during an interview

When your campaign includes the redesigned development-plan question, use the following workflow. The available options depend on the campaign form and your role.

1. Open the Development plan question in your interview. The campaign determines whether employee and manager contributions happen together or in separate steps.
2. Review any existing in-progress axes carried into the plan. If no suitable axis is available, use a suggestion or create one manually when those options are enabled.
3. For manual creation, choose an attachment such as the current job or a career plan when offered, then enter a title and any optional description. Review the fields and validation shown in your form.
4. Add tasks and training requests to an axis when those options are available. Follow the task status shown in the plan.
5. Use the training catalogue opened from an axis to find and review courses. Existing selections or role permissions may limit which courses you can add.
6. If off-catalogue requests are enabled, describe the learning need and complete the fields required by the form. Review any catalogue suggestions before choosing a course or keeping the request.
7. Review duplicate warnings and any request limit shown before continuing. Resolve validation messages in the plan; the form indicates what needs attention.

Suggestions depend on the information available in the employee profile, job and training catalogue. Review proposed axes and courses before adding them to the plan.

Redesign: collaboration, evaluation and deletion

The employee and authorized evaluators collaborate through the campaign steps. Available editing and removal actions depend on the role and the content’s current state. Follow the controls shown in the plan; locked content may need its owner or an administrator to update it. Comments are available only when enabled by the campaign.

Where training evaluation is enabled, an evaluator can qualify a request using the available choices. This qualification does not itself enroll the employee or confirm budget or course attendance. The campaign configuration determines which evaluators can provide or change an opinion.

Deleting an axis may also remove its tasks or training requests. Review the confirmation and affected content before proceeding. Recovery options depend on the campaign and plan state.

Redesign: signature and continuous follow-up

When the campaign is completed and signed, its development-plan results may be reflected in the employee profile according to the campaign configuration. Subsequent profile actions depend on the employee’s role and permissions.

The profile may group axes by status. Completing an axis records its development-plan state; it does not confirm that associated training was attended or completed.

For implementation differences between the two journeys, see the technical guide.

Development-plan question settings

In the manager area, open Performance → Forms [new] and edit a form that contains the development-plan question. Options such as request limits, comments, off-catalogue requests, duration, URLs, desired start dates and tasks depend on the form configuration.

Troubleshooting and FAQ

Question or symptom	Check
Why can I create on the profile while the redesign says I cannot?	You may be viewing the legacy editor. Check the heading and fields, not just the tab name.
Tab missing or profile frame unavailable	Module gate, workspace, hybrid activation and scoped read permission.
Form is read-only	Use an authorized editable draft; read-only access does not permit saving.
Training selection blocked	Plan-wide cap, another axis already holding the course, or ownership of the existing selection.
Cannot edit/delete shared content	Role permissions and the current state of the item; contact its owner or the campaign administrator if needed.
AI returns nothing	Profile and catalogue information, feature activation and service availability; use manual creation if the form offers it.
Changes absent from redesigned profile	Check campaign completion/signature, permissions and whether profile follow-up is enabled.
Is this a promotion, enrolment or training approval?	No: career interest, axis completion and training qualification have separate meanings.

Interface generations

Development plans include legacy objective workflows and a redesigned IDP. Available actions depend on the campaign, workspace and permissions; see the technical guide for implementation details.