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 Creating Items By Copying (From Plan)

Procedure

  1. Choose Start of the navigation path Human resources Next navigation step Personnel management Next navigation step Personnel development Next navigation step Planning Next navigation step Individual development. End of the navigation path

  2. The Individual Development screen appears.

  3. If necessary, change the object type.

  4. Enter your data as required (including a development plan to copy from), and choose .

  5. If you wish, you can also select a development to copy from from the Individual development subprofile. To do this, choose Choose development plan .

    The Individual Development Planning screen appears.

  6. In the graphic, select the items you want by double-clicking them.

  7. By choosing Transfer mandatory items or Transfer all , you can transfer several items at once.

    The items selected are added to the individual development plan.

    The validity period of the plan is calculated on the basis of the durations defined for the individual items in the development plan copied from. The durations of the individual steps are added up (if a step comprises more than one item, the longest duration is taken), and this total duration is added to the key date for planning to give the end date. The period is proposed automatically for each of the items selected.

  8. If necessary, change the validity date of the items.

  9. If necessary, change the status of the items.

  10. To create notes for an item, or for the entire plan, choose .

  11. Save the individual development plan.

  12. To sort the items of the individual development plan, select the column in question, and choose or .

Result

You have copied one or more items from a development plan and added them to an individual development plan.