An Individual Development Plan (IDP) helps employees grow by setting clear goals, identifying skills to improve, and listing action steps to get there.
Why use IDPs?
Clear growth paths increase motivation
Helps employees build skills for future roles
Keeps career development focused and structured
How to Create a Development Plan
✅ From scratch
As a manager, you can create development plans for your direct reports.
Here’s how:
Go to the employee’s profile → Performance tab or Performance → Development plans.
Click + Add or + New development plan.
Fill in the plan name, date range, and type.
Save the plan.
💡 Want to use a template instead? Click Apply template to switch anytime during setup.
💡 Create a Plan Using a Template
You can start with a pre-built template to save time.
To do this:
Go to the employee’s profile → Performance tab or open Performance → Development plans.
Click + Add or + New development plan.
A template library will open—select a template and click Use template.
Fill in the key fields:
Title (can be edited)
Date range (defaults to 12 months, adjustable)
Type (choose or keep default)
Edit as needed and save.
📌 Add Action Items
Track progress using action items inside the plan.
Add them using the toolbar or slash menu (
/) in the editor.Edits save automatically.
Use the Action Items tab to:
See current tasks
Search tasks
Show completed ones
A progress bar shows how much of the plan is done.
👀 Where to View Development Plans
As a manager, you can view your team’s development plans in two places:
In each employee’s profile → Performance tab
In Performance → Development Plans
In the Employee's profile plans are grouped into:
Open – active plans
Completed – finished ones
In the Development Plans page, you’ll see two tabs:
My team – all your direct reports’ plans
My – your own development plans
Each plan includes a progress bar to quickly check how much is done.
