Creating action plans

  1. Sign in as Employee.
  2. Select Manage Goals.
  3. Select the goal, then select All Actions menu > Create Action Plan.

    If an action plan did not already exist for the goal, one is created. If an action plan already exists, a message is displayed. Click OK.

    If the action plan does not require approval, it is created in Approved status. If the action plan requires approval, it is created in Draft status.

  4. Click Action Plans to view goals for which you have action plans.
    • Search on a year and period to display all the goals that have action plan schedules for the year and period.

    • Select a goal in the left column to view the action plan for that goal and period.

    or

    Open the goal and click the Action Plan tab to view the action plan just for that goal.

    • Select a period to view the action plan for the period.

  5. Select the goal and period for which you want to create an action plan, and click Create.
  6. To add an action plan item, specify a description of the item, the step or steps to take, and the expected results.

    Text is required in only one description field.

  7. Click Save.
    You can add more lines to the period action plan. New lines are automatically assigned the next sequential number.