Development plan reports

Reports for development plans can be generated by any user with read/write or read-only access to a particular plan.

Employees and managers can output plan details to PDF or Excel from within the user interface. To export a plan, the user should:

1. Log in to the Review Dashboard.
2. Click “Manage Plan”
3. Click the Export to PDF or Export to Excel buttons at the top of the page.

Administrators can generate aggregate or individual plan reports by doing the following:

Option 1 (Excel):

1. From the drop-down menu of the admin tool, select Reports >> Export Data Files
2. Find the export titled “Development Plan Export.”
3. Click "Properties" to select the Target whose plan should be exported.
4. Check the radio button next to the export name.
5. Scroll back up to the top of the page and click “Create Selected Export.”

Option 2 (PDF):

1. Go to the Home page of your project.
2. Click on the PDF link to the right of any Target’s name.
3. Select the report template you have created to use for the development plans. If you haven't created the report template yet, you can create one and add the "Current Development Plan Summary" report component.
4. Create the report.

Plan Status Report

Administrator dashboard reports are available from the drop-down menu in the admin tool by selecting Dev. Plans >> Overall Status. The status report shows you, in aggregate, where employees in this project are focusing their development plans. This report counts only current objectives associated with in this project.

Column definitions:

• Category/Competency: The review category or competency associated with a goal.
• Review Question/Behavior : The review question or behavior associated with a goal.
• Overall Score: The aggregate score for all targets in this project on a particular review question/behavior.
• Total Plan Items: The number of goals associated with a particular question/behavior.
• Pct. of All Plan Items: The percentage of all goals associated with a particular question/behavior.
• Key Strength Items: The total number of goals identified as Key Strength (building existing strengths) objectives.
• Development Area Items: The total number of goals identified as "Development Area" (improving weakness) objectives.
• Personal Objective Items: The total number of goals set by the employee him or herself.
• Managerial Objective Items: The total number of goals set by the employee's manager.

Employee Status Report

Administrators can view a report on each employee's plan status from the drop-down menu by selecting Dev. Plans >> Employee Status. The status report shows you where employees in this project are in the process of executing their development plans. This report counts only current and closed goals associated with competencies and items in this project.

Column definitions:

• Target Name: The owner of the Development Plan. All targets from this project are listed here.
• Total Plan Items: The number of goals associated with a particular target.
• Key Strength Items: The total number of goals identified as Key Strength (building existing strengths) objectives.
• Development Area Items: The total number of goals identified as "Development Area" (improving weakness) objectives.
• Personal Objective Items: The total number of goals set by the employee him or herself.
• Managerial Objective Items: The total number of goals set by the employee's manager.