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The IDP (individual development plan) is an essential tool for companies that are seeking to level up. This is a method that aims to harmonize both company and employees' interests, helping them to reach short- term and long-term goals.
Step 01
To access the screen and start setting up the IDP, go to Settings > PDI Configuration.
Step 02
When the settings screen is opened, the first step is to define whether your company will allow linking IDPs to positions and/or competencies.
Position linking will allow the IDP to be connected to one or more positions in the company that are registered in the platform. This option is useful so employees can show that the intention of the development plan is associated with the desire for a future change of position or to improve competencies in the current position.
Competency linking will allow the IDP to be connected to competencies that are registered in the platform. After a performance evaluation, this will allow the Manager to talk with employees about the results of the competencies stage in order to indicate where they need to improve, based on the creation of the IDP.
Once both options are enabled, employees can link competencies and positions at the same time, or choose only one of the links at the time of structuring the development plan.
Step 03
The next step is to define the types of initiatives of your company, in other words, the types of actions that the initiatives will be linked to.
You will find 03 types of standards in our platform. They were created based on the 70/20/10 methodology that suggests that the IDP should be divided into three parts:
70% invested in the achievement of the professional challenge;
20% invested in feedback and mentoring;
10% invested in formal learning.
Remember that because they are standard types of our platform, they cannot be deleted, however, you can create new types that are more harmonized and oriented to the organizational culture of your company.
Later, you can edit or delete the new types you have created.
NOTE - If a type is deleted and there are linked initiatives, these initiatives will automatically become unlinked to a type.
Step 04
Once you have defined the types, you can create the initiatives catalog so that users can import them into the IDP. The catalog is a way to show employees what the company expects in terms of development.
There are two ways to add initiatives to the catalog:
Manual: click the three dots in the upper right corner of the screen to add a new initiative. Enter a name and link it to an existing type.
Import: To import multiple initiatives at the same time, click the ‘Import’ button, and a new screen will open for the catalog import process. Follow the steps below:
a) Click on the expand button and then click on "download example .xlsx file" to download the spreadsheet to be used for the import.
NOTE - The spreadsheet will include the initiatives already created in Elofy, but it will be empty if none exist.
b) Fill in the spreadsheet as follows:
In the first column, define the type of initiative that it will be linked to. Enter only numbers, according to the list created in step 02 (example: if you're going to use type 02, enter "2").
In the second column, enter the name of the new initiative.
In the third column, define the initiative status: 1, it is enabled and can be imported, if it is 0, it will be disabled and cannot be imported.
The fourth column (the initiative’s ID) must be blank and cannot be changed.
c) After filling out the spreadsheet, click ‘Import/Update initiatives catalog’ and then click ‘Next’.
d) Choose the file you want and import it into Elofy.
e) Before you finish it, check if the first 03 lines of the catalog are correct. If so, click Save.
f) Once you are finished, the import screen will open. Check if everything is correct.
Check the import status.
If there is a problem in some line, it will be highlighted in the column of non-imported items. Click to check it.
Download the spreadsheet with the error lines to adjust them.
Go back to the importation screen, if you want to redo the process.
g) Lastly, go back to the IDP settings screen to check the catalog.
Later, if you want to edit or delete an initiative from the catalog, click the three dots on the right side of the screen, and the options to edit and delete will be displayed.
And that's it!
Our team is always available to answer your questions and help you solve your problems!