In the Development Plans feature, you can view
- Team plans: Contains the plans created for your employees (if you're a manager or administrator).
- My plans: Contains your own personal development plans.
- Draft plans: Contains plans that you saved in draft form
Development plans are displayed in these tabs as cards on a timeline, organized by start and due date.
Each development plan card provides a summary of the plan details, including a count of the assigned activities, the purpose, the status, and the name of the module in which the plan was created. You can click these cards to view each plan's full details.
Note: For plans that were migrated from the Performance feature, you might see a conversations icon in the plan details. You can click the icon to view a read-only record of conversations that were added to the plan before it was migrated. Adding new conversations and replying to existing conversations isn’t supported.
Status Indicators for Development Plans
Dayforce displays each development plan's status on the plan card and in the plan details. This status is calculated based on the overall progress and due dates.
| Status | Description |
|---|---|
| Not started | The plan is 0% completed (if there are activities, they are all in the Not Started state). |
| In progress | The plan is on track to be completed by the due date (if there are activities, at least one has been started). |
| Completed | The plan is 100% completed (if there are activities, they all have the Completed status). |
| At risk | The plan progress is 10% or more behind the expected progress, calculated based on the due date. |
| Overdue | The plan has passed the due date and isn’t completed (if there are activities, at least one activity doesn't have the Completed status). |
You can use the filter fields in the
| Filter | Description |
|---|---|
| Period | Filters plans based on the plan period. |
| Category | Filters plans based on the Dayforce module in which they were created (for example, Performance). |
|
Team |
Filters employees by team. By default, the My direct reports option is selected. If one of your employees has their own direct reports, their name is listed in the team filter and you can select it to see just that employee and their team. This filter is only available in the Team plans tab. |
|
Employees |
Filters to show all employees or a specific employee. This filter is only available in the Team plans tab. |
If you're a manager or administrator with access to the Team plans tab, you can also filter in the Draft plans tab using a toggle with the following options:
- My drafts: Displays development plans that you've started for yourself.
- Team drafts: Displays development plans that you've started for employees on your team.