Non-checklist development activity process

Table 1. Assignment and registration process
Role Tasks
Employee
  • Locates an activity in the catalog.
  • Requests activity from the catalog or development plan.
  • If activity includes sessions, select a session or register later.
  • If the activity is linked to a performance goal, associates the activity with the goal.
Manager
  • Locate an activity in the catalog.
  • Assign an activity.
  • If activity includes sessions, select a session or register later.
  • If resource-initiated registrations require approvals, approves (or rejects) the registration.
  • Track activity
  • If the activity is linked to a performance goal, associates the activity with the goal.
System (automated)
  • If the activity has no session, the activity is automatically approved.
  • If the activity has sessions and the selected session has available space, the activity is approved and the session registration is confirmed.
  • If wait-listing is used and the requested session is full, then the activity is approved, and the registration is wait-listed.
  • If the requested session is full and wait-listing is not used, then the activity and registration are rejected, and the employee or manager can reapply for a different session.
  • If notifications are defined, registration-related notifications are sent automatically.
Mentor
  • Locate an activity in the catalog.
  • Assign an activity.
  • If activity includes sessions, select a session or register later.
  • If resource-initiated registrations require approvals, approves (or rejects) the registration.
Employee
  • Can view the status of the activity and (if applicable) the registration in the employee's development plan or on their Development Tasks list.
  • Employee can withdraw from non-required activities, as well as withdraw a confirmed or wait-listed registration
Table 2. Activity completion process
Role Tasks Reference
Employee, manager, or mentor Mark the activity as "Complete" or "Incomplete"

Employee > To Do > Learning Development Tasks

Employee > My Learning and Development > Development Plan > Activities tab
Manager Mark the activity as "Complete."

Manager > Develop Employees > Development Plans then select employee to open the employee development plan (Activities tab)
Mentor Mark the activity as "Complete."

Mentors > My Mentees then select employee to open the employee development plan (Activities tab)
System (automated)

For completed activities, updates the employee talent profile with the skill, competency, or credential outcomes defined for the development activity.

For required activities that fail to complete, returns the status to Needs Registration

For completed activities and non-required activities that fail to complete, moves the record to Historical Activities.