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.
• 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).