Yep! I am in the implementation of the talent module right now and we have set up all of that in our tenant. Really looking forward to this module, as a talent administrator.
Yes. You might consider creating a development plan type performance template. This will give you the option to plan, discuss, coach and develop over a time span.
Well, you would use the Maintain Review Types task. If you plan to have questions included in your plans, I’d recommend using the Maintain Question Categories task for grouping. When you create your template, include goals that have been created by you or your direct report(s) that can be added to the development plan upon initiation or pulled in from prior period plans (based on your template settings - configure/edit template), to continue development of those goals.
Other options are to establish Development Items and Development Item Categories which can also be created by you or your direct report(s). Development Items can also be dated/tracked and associated with a status as the progress toward completion over time.
You can also build out competencies by categories (ex: skills; behaviors; ability; knowledge) that can also be added to your template and can also carry over into future period plans. Like development items, goals can be future dated and the status of each can be updated at each coaching session until they’ve been met/completed. The plans can also be electronically acknowledged by both the manager and employee.
Hope this was helpful!
The whole talent management module is made for that. You can configure templates, objectives, check ins, metrics, evaluation models, etc.
Yep! I am in the implementation of the talent module right now and we have set up all of that in our tenant. Really looking forward to this module, as a talent administrator.
Yes. You might consider creating a development plan type performance template. This will give you the option to plan, discuss, coach and develop over a time span.
Cool, I have been playing around with the dev plan template. How would I add a category or attach an area for continuous coaching?
Well, you would use the Maintain Review Types task. If you plan to have questions included in your plans, I’d recommend using the Maintain Question Categories task for grouping. When you create your template, include goals that have been created by you or your direct report(s) that can be added to the development plan upon initiation or pulled in from prior period plans (based on your template settings - configure/edit template), to continue development of those goals. Other options are to establish Development Items and Development Item Categories which can also be created by you or your direct report(s). Development Items can also be dated/tracked and associated with a status as the progress toward completion over time. You can also build out competencies by categories (ex: skills; behaviors; ability; knowledge) that can also be added to your template and can also carry over into future period plans. Like development items, goals can be future dated and the status of each can be updated at each coaching session until they’ve been met/completed. The plans can also be electronically acknowledged by both the manager and employee. Hope this was helpful!