This article is intended for administrators, managers and collaborators. If you want to learn more about access profiles, click here.
The Individual Development Plan is an important resource that supports the development of action plans, boosting the achievement of career targets and objectives. See below how to create a IDP in Elofy.
Step 01
The first step is to access the PDP creation screen. There are two different methods of accessing it in Elofy.
1 - Via the Quick Access located on the "+" button in the upper right corner of the Menu.
NOTE: If the option is not shown in this field, you must consult an administrator in order to understand if your user has access permission.
2 - Or via the PDP menu using the "+ PDP" button.
Step 02
Now that you know how to find the creation screen, it is time to create the PDP. To do so, follow the steps below:
1 - Include the PDP name;
2 - Explain the reason for its creation, in other words, the objective that you want to achieve with the PDP. This is important so that the Manager will better understand how to support its development later on;
3 - Set the completion date for the PDP;
4 - Specify who will be responsible for the PDP;
5 and 6 - Link the PDP to competencies that you are seeking to develop/enhance or to positions you would like to reach in the company (that have already been previously registered on the platform);
7 - Insert tags that allow the PDP to be grouped with others that have already been created. This will function as a search filter.
Step 03
The next step is to create PDP initiatives so that you can measure the progress of the established objective.
01 - In the query screen, click on the wanted PDP to access the details sidebar.
02 - In the initiatives tab, click the "+" button to add an initiative to the PDP. Set a completion date and link it to an initiative type (previously established by the company).
You can import initiatives from the catalog created by the company. Click the icon on the left side of the "+", and select which initiatives you want to link to your PDP and then save.
Step 04
To update your PDP progress, go to the initiatives tab, and select those that have been finished. With this, the progress bar will automatically be updated by Elofy.
You can also mark select as 100% complete if the objective is reached earlier than expected. To do so, click " finish".
Step 05
In addition to initiatives, you can add comments and attachments to your PDP. In the sidebar, go to the timeline tab.
1 - On the timeline, add comments (bold, underlined, strikethrough, bullet points or links). Comments can be edited or deleted later;
2 - Add files using the upload button located in the comment bar.
You can add files up to 5mb;
Add as many files as you need;
The allowed file types are: gif, jpeg, png, apng, svg, bmp, bmp ico, png ico;
When you add a file, you can later download it or delete it from your timeline;
Send files with or without comments.
You can edit, delete and like comments from the timeline:
Step 06
Finally, if you want to inactivate the PDP you created, go to the sidebar and in the general details tab, disable the "active" status button. You can later search for the PDP on the search screen using the status filter (active or inactive).
And that’s it!!
If you have any questions, please contact us, we'll be glad to help!