Product Guides: Development Planning

Configuring manager access to employee plans

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.
  • View a summary screen of the Development Plan.
  • 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
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development planning, development planning manager access
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