Development Planning - Taleo User Manual (1)

17
Training January 2014 Development Planning Creating an Individual Development Plan

Transcript of Development Planning - Taleo User Manual (1)

Page 1: Development Planning - Taleo User Manual (1)

Training January 2014

Development Planning

Creating an Individual Development Plan

Page 2: Development Planning - Taleo User Manual (1)

Afroze Qasim · Training · Version 1 · Development Planning, January 2014 Page 2

AGENDA

Philosophy

Individual Development Plan in Taleo

Development Planning

Creating a Development Activity

Linking a Development Activity

Creating a Development Activity linked to Custom Context

Updating a Development Activity

Removing a Development Activity

Archiving a Completed Development Activity

Printing your Development Plan

Page 3: Development Planning - Taleo User Manual (1)

Afroze Qasim · Training · Version 1 · Development Planning, January 2014 Page 3

Swissport supports and encourages you to build your skills and increase your learning opportunities to continuously add value for yourself and the organisation. Working with your manager, create your own development plan to succeed in your current role and plan for your future career aspirations. The best approach is a blended one where:

70% of your development occurs in your day-to-day job through new skills you acquire, competencies you master and challenges you meet

20% through mentoring, coaching & feedback

10% through training courses and education

The starting point to create your individual development plan is to identify the key requirements of your job and goals that are responsible for successful performance - check with your manager for feedback

It should address competencies, skills and knowledge to grow in your current role & at the same time consider career aspirations and the organisation's future needs

Focus on the gap between existing and required capabilities. A good development goal is stated in behavioural terms and measured over time to ensure progress:

Knowledge … I will know…

Skills … I will be able to…

Behavior… I will be observed to…

Philosophy

Page 4: Development Planning - Taleo User Manual (1)

Afroze Qasim · Training · Version 1 · Development Planning, January 2014 Page 4

Individual Development Plan in Taleo

“My Development Plan” in Taleo is the main location from which each employee can add, edit, update the progress status and add comments to their individual development plan.

Each employee’s development plan is also accessible by the employee's manager, with the same rights as those granted to the employee.

The individual development plan is created by the employee in discussion with managers. Approval of costs associated with development is the responsibility of the manager.

It can include different types of activities: formal and informal activities

Benefits:

One central location from which employees can manage all their development activities - “My Development Plan” in Taleo

The development plan is not time-bound and can extend into the future., i.e. a development activity can be for three months or two years.

Easy monitoring, transparency and updating of progress against plan between manager and employee.

All actions related to the activities in the development plan are tracked and shown in the History tab.

Any completed activities can be moved to an archived view of the plan.

The development plan is printable in PDF format.

Page 5: Development Planning - Taleo User Manual (1)

Afroze Qasim · Training · Version 1 · Development Planning, January 2014 Page 5

Development Planning

Creating a Development Activity: Click on “My Development Plan” in quick links

If a development plan has never been created by the employee, click Create to create the development plan. Note that the Create button only appears the first time a plan needs to be created.

Page 6: Development Planning - Taleo User Manual (1)

Afroze Qasim · Training · Version 1 · Development Planning, January 2014 Page 6

Development Planning

Creating a Development Activity: Once the development plan becomes available, click on the

sign to create a new development activity

Page 7: Development Planning - Taleo User Manual (1)

Afroze Qasim · Training · Version 1 · Development Planning, January 2014 Page 7

Creating a Development Activity:

In the “Create a Development Activity” window, enter the name of the new activity. Also enter a brief description. The Start Date of the activity by default is set to the current date. Update the Start Date if necessary. Enter the Due Date. Click Next.

You can link your development activity to a competency in your talent profile, a goal item in your goal plan or you can create a custom context to link. From the drop-down menu, select the desired context: Competency, Employee Goal or Review Item.

In this example, we will link this activity to the Employee Goal, Taleo Performance. Click to select the goal item. Click OK.

The activity is added to the development plan.

Development Planning

Page 8: Development Planning - Taleo User Manual (1)

Afroze Qasim · Training · Version 1 · Development Planning, January 2014 Page 8

Linking a Development Activity to Goal or Competency Item(s):

You can further link your newly created development activity to other context items such as a competency. From the list of development activities, click on the arrow beside the activity name to open a sub-menu and then click on Link… From the drop-down menu, select the desired context: Competency. In this example, we will link the activity to two competencies, Building Partnership and Personal Development. Click to select the item. Click OK. The activity is now linked to goal and competency items.

Development Planning

Page 9: Development Planning - Taleo User Manual (1)

Afroze Qasim · Training · Version 1 · Development Planning, January 2014 Page 9

Development Planning

Creating a Development Activity Linked to Custom Context: To create a new activity, click on the sign.

In the “Create a Development Activity” window, enter the name of the new activity, Hogan/LVI. Enter a brief description. The Start Date of the activity by default is set to the current date. Update the Start Date if necessary. Enter Due Date, if applicable.

Click Next.

Page 10: Development Planning - Taleo User Manual (1)

Afroze Qasim · Training · Version 1 · Development Planning, January 2014 Page 10

Creating a Development Activity Linked to Custom Context:

You can link your development activity to a competency in your talent profile, a goal item in your goal plan or you can create a custom context to link. Click on “Create custom context…” button

In the Context window, type in the name or title of the custom context, Hogan/LVI and then click on sign.

The context is created. Click OK. The system will prompt you to accept the changes. Click OK.

Development Planning

Page 11: Development Planning - Taleo User Manual (1)

Afroze Qasim · Training · Version 1 · Development Planning, January 2014 Page 11

Creating a Development Activity Linked to Custom Context:

You can link your development activity to a competency in your talent profile, a goal item in your goal plan or you can create a custom context to link. Click on “Create custom context…” button

In the Context window, type in the name or title of the custom context, Hogan/LVI and then click on sign.

The context is created. Click OK. The system will prompt you to accept the changes. Click OK.

Select the Custom Context created and then click on sign to add to Selected section. Click OK.

The activity is added to the development plan.

Development Planning

Page 12: Development Planning - Taleo User Manual (1)

Afroze Qasim · Training · Version 1 · Development Planning, January 2014 Page 12

Updating a Development Activity:

From Employee Center, access My Development Plan.

From the list of development activities, click on the name or title of the development activity that you would like to update.

You can update the following fields within a development activity: Name, Description, Status, Start Date, Due Date, Measurement (Qualitative or Quantitative), Measurement Text, Comments (Add, Edit or Remove)

Once you have updated any of the above information, please make sure to click on the Save icon to save your updates/changes.

Development Planning

Page 13: Development Planning - Taleo User Manual (1)

Afroze Qasim · Training · Version 1 · Development Planning, January 2014 Page 13

Removing a Development Activity from a Development Plan:

From Employee Center, access My Development Plan.

From the list of development activities, click on the arrow beside the activity name to open a sub-menu and then click on Remove from Plan OR you can also select a development activity and then click on icon to remove the activity.

On the confirmation pop-up, click on Yes. The activity is now removed from the development plan.

Click on Save icon to save the development plan.

Development Planning

Page 14: Development Planning - Taleo User Manual (1)

Afroze Qasim · Training · Version 1 · Development Planning, January 2014 Page 14

Archiving a Completed Development Activity:

From Employee Center, access My Development Plan. From the list of development activities, click on the completed development activity name to open the activity detail page.

Click on Archive… button. The system will request you to confirm. Click Yes to archive the development activity.

IMPORTANT: Once a development activity is archived, you cannot un-archive it or update/remove from the development plan.

Development Planning

Page 15: Development Planning - Taleo User Manual (1)

Afroze Qasim · Training · Version 1 · Development Planning, January 2014 Page 15

Archiving a Completed Development Activity:

The page refreshes and the development activity is now archived.

Go back to the main development page.

You will notice that the archived development activity no longer appears in the main development plan page under Activities tab.

Click on Archived Activities tab. All archived activities are available. You can click on the name to see more details of the archived activities.

Development Planning

Page 16: Development Planning - Taleo User Manual (1)

Afroze Qasim · Training · Version 1 · Development Planning, January 2014 Page 16

Printing your Development Plan:

From Employee Center, access My Development Plan.

From the menu, click on the Print icon.

A new window opens and a copy of the entire Development Plan is created in PDF format (including both current and archived activities). You can either save the document in your computer for later retrieval or print the development plan for your records.

Development Planning

Page 17: Development Planning - Taleo User Manual (1)

Swissport International Ltd. P.O. Box · 8058 Zurich-Airport · Switzerland · Phone +41 43 812 20 20 · Fax +41 43 321 29 02 · [email protected]

www.swissport.com

Afroze Qasim · Training · Version 1 · Development Planning, January 2014

For inquiries, please contact:

Frances Nunan Corporate HR Project Manager

[email protected]

Afroze Qasim Global HRIS Project Lead/Taleo Systems Administrator

[email protected] / [email protected]