Configuring manager access to employee plans

Product Guides for EchoSpan Development Planning

By default the manager can access their employees’ plans from their dashboard.

You can change the managers’ permissions from the drop-down menu, select Dev. Plans >> Feature Settings.

Expand the Permissions and Automations section to see the Manager Access Level options. 

Managers have two levels of access to their employees' development plans.

With manager read-only access, managers can:

  • View a summary screen of the Development Plan.
  • Export development plans to Excel or PDF.

With manager read/write access, managers can:

  • Create goals for their employees.
  • Export development plans to Excel or PDF.
  • Comment on the employee's progress on any goal the manager creates.
  • Select or deselect reminder options for any plan item he or she creates.
  • Score an employee’s plan using development planning metrics (if configured by the admin).

Last updated: Monday, January 16, 2017
development planning, development planning manager access
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