Assigning non-checklist development activities to individual resources

Use this procedure to assign resources individually to a development activity outside of the checklist process.

You can always assign development activities to resources from Development Planning > Resources > Resource Activities or from the Activities tab of the resource's development plan (Development Planning > Resources > Development Plans).

These are the development activity statuses:

  • If your organization uses learning budgets for the resource, the status is Requested Activity.

  • If your organization does not use learning budgets, the status is Confirmed Registration or Wait Listed. If the system cannot register or wait list the resource for the selected session, or you did not select a session, the status is Needs Registration.

If your organization uses learning budgets, you can assign development activities in context of your learning budgets.

  1. Select the Assign Activity action:

    • From Resource Activities:

      1. Select Development Planning > Resources > Resource Activities.
      2. Select the resource to which assign a development activity.
      3. On the Activities tab, select Actions > Assign Activity.

    • (Learning budgets only) From Prepare Budgets:

      1. Select Development Planning > Learning Budgets > Prepare Budgets.
      2. On the Requests tab, select Actions > Assign Activity.

    • (Learning budgets only) From Implement Budgets:

      1. Select Development Planning > Learning Budgets > Implement Budgets.
      2. On the Requests tab, select Actions > Assign Activity.
  2. On the Assign Activity form, specify this information:
    Employment ID

    Required. Select the employment ID of the resource to which to assign a development activity.

    Activity

    Required. Select the development activity to assign.

    Start Date

    (Learning budgets only) Required. Specify the start date for the development activity.

    Due Date

    Required. Specify the due date for the development activity. It must a date in the future and later than the start date.

    Session

    If you select a session, do not select the Register For First Available Session or Allow Resource to Select Session. One of the options must be selected unless the activity does not use sessions.

    (No learning budgets) If you select this option, the resource will be assigned to the selected activity and session with a status of Confirmed Registration or Wait Listed, depending on availability and the organization learning rules. If the session is full and does not allow wait listing, the activity is assigned with a status of Needs Registration.

    (Learning budgets) The session is saved on the resource development activity record as a preferred session. When the activity is approved, registration will be confirmed or wait listed depending on availability and the organization learning rules. If the session is full and does not allow wait listing, the activity is assigned with a status of Needs Registration.

    Note: If a resource already is already assigned to the same activity with this same session (in confirmed, requested, wait listed, failed to complete, or complete status), you are not allowed to register for this session. You can register for a different session.
    Register For First Available Session

    If you select this option, do not select a session or the Allow Resource to Select Session option.

    (No learning budgets) If you select this option, the system registers the resource for the first available session, with a status of Confirmed Registration or Wait Listed, depending on availability and the organization learning rules. If there is no availability, the status is Needs Registration.

    (Learning budgets) All resource activities are in Requested Activity status with this option saved for each resource. When the activity request is approved for a resource, the system searches for the first available session and registers the resource. if there is no available session, the activity is assigned with a status of Needs Registration.

    Note: If a resource is already assigned to the same activity and has a session registration status of confirmed, requested, wait listed, failed to complete, or complete, the activity is assigned with a status of Needs Registration. You will then have to resolve the duplication manually.
    Allow Resource To Select Session

    If you select this option, do not select a session or the Register For First Available Session option.

    (No learning budgets) If you select this option, the activity is assigned with a status of Needs Registration.

    (Learning budgets) When the development activity is approved, the activity has a status of Needs Registration.

    Development Period

    (Learning budgets) Select the development period to be used to assign the development activity to a budget. If you leave this field blank, the system uses the start date and the resource's legal entity to determine the development period.

    Budget Category

    (Learning budgets) Select the budget category to be used to assign the development activity to a budget. If you leave this field blank, the system uses the development period's default budget category.

    Required

    The activity is required by default. Clear this check box if the activity is not required.

    Priority

    Specify a priority number for the development activity. This is informational.

    Request Origin

    (Learning budgets) Select the origin of the request. The values are defined in Development Planning > Set Up.

    Category

    (Learning budgets) The development activity category defaults in this field. You can change this value.

    Type

    (Learning budgets) The development activity type defaults in this field. You can change this value.

    Imputable For 2483

    (Learning budgets and French resources only). Select this check box if this development activity will be included in the 2483 report.

    DIF

    (Learning budgets and French resources only) If this development activity is a DIF activity request imputable to the resource's DIF balance, select this check box.

    Estimated Hours Outside Of Work

    (Learning budgets and French resources only) Specify the estimated hours outside of work for this activity. For example, the activity might have two classes of 8 hours each, but only one class will be held outside of work hours, in which case, you would type 8 in this field.

    The total activity hours default in this field.

    Comments

    Specify comments in support of the development activity request.

  3. Click OK.