Key Elements of an IDP

Working with individual development plans on the platform revolves around a few key elements. Each one covers its own part of planning, tracking, and developing employees.

In the IDP section you'll come across the following elements:

• IDP Stages – the successive phases an employee moves through in their development plan. Stages help structure the development process and track the current status of an IDP.
• IDP Kanban board – a visual overview of all IDPs by stage. It lets you quickly gauge where employees stand and follow the progress of their development plans.
• IDP Templates – pre-built development plans you can reuse whenever you create new IDPs for employees.
• Budget items – categories of expenses related to employee development, used to plan and track spending within an IDP.

To view and manage the existing IDP stages, open the «Employee IDPs» section and click the «IDP Stages» block on the main page.

The stage management page opens.

The platform comes with the following stages by default:

• Onboarding;
• Training;
• Practice;
• Completed.

On the stages page you can:

• add new stages;
• edit existing stages;
• reorder stages;
• delete stages.

Adding an IDP stage

To add a new stage, open the «IDP Stages» page and fill in the form at the top of the page.

Enter:

• the stage name;
• the stage color.

Then click «Add».

Editing an IDP stage

You can change the name and color of an existing stage.

To do that, click «Edit» next to the stage on the «IDP Stages» page.

In the window that opens, you can change:

• the stage name;
• the stage color.

When you're done, click «Save».

Reordering IDP stages

You can change the order of the IDP stages if needed.

Just press and hold the stage you want to move, then drag it to its new place in the list.

Deleting an IDP stage

To delete a stage, open the «IDP Stages» page and click «Delete» next to the stage.

Confirm the action by clicking «Delete» again in the window that appears.

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Kanban Board

To open the Kanban board, go to the «Employee IDPs» section and click the «IDP Kanban board» block on the main page.

The Kanban board opens with all the employees' active IDPs.

On the board, IDPs are grouped into stages according to their current status. This gives you a quick read on employees' progress and shows exactly which stage each individual development plan is in.

Every active stage appears as its own column. If needed, scroll the board to the right to see all the stages.

From the Kanban board you can jump straight to stage management by clicking the «IDP Stages» button in the top-right corner of the page.

You can also go to the IDP templates from here by clicking the «IDP Templates» button.

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IDP Templates

To open the templates, go to the «Employee IDPs» section and click the «IDP Templates» block on the main page.

A page opens with all the available IDP templates.

For your convenience, the platform ships with more than 60 ready-made IDP templates for a wide range of professions and roles, ready to use when creating individual development plans.

On the templates page you can:

• create new templates;
• edit existing templates;
• delete templates.

Creating a template

To create a new template, open the «IDP Templates» page and click «Create template» in the top-right corner of the page.

The template creation page opens.

Start by filling in the basic information:

• the template name;
• a short description.

Then click «Create».

Below, a task checklist opens — this is what the IDP will be built from.

To add a task, click «+ Add task».

For each task, fill in the following fields:

• the task name;
• the task description;
• the deadline (days from start).

If needed, turn on the «Photo required» option and set the minimum number of photos the employee must attach when completing the task.

If a template has several tasks, you can set up dependencies between them with the «Blocked by tasks» field.

In that case, the employee can only start a task after finishing the tasks that block it.

To remove a task from the template, click the trash icon in the top-right corner of that task.

Once all the tasks are added, click «Save».

Editing a template

You can change an existing template whenever you need to.

To do that, open the «IDP Templates» page, pick the template you need, and click «Edit» on its card.

On the editing page you can change:

1) The basic information

• the template name;
• the template description.

2) The task checklist

• add a new task;
• delete an existing task;
• change a task's name;
• change a task's description;
• change its deadline;
• turn the «Photo required» option on or off;
• change the minimum number of photos;
• configure blocking tasks.

If you delete a task that another task depends on, it disappears from the list of blocking tasks automatically.

When you're done, click «Save».

Deleting a template

You can delete an existing template if you no longer need it.

To do that, open the «IDP Templates» page, pick the template you need, and click «Delete» on its card.

Confirm the action by clicking «Delete» again in the window that appears.

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Budget Items

Budget items are used to plan and track spending on employee development, and they're added automatically when an IDP is created.

To view and manage the existing budget items, open the «Employee IDPs» section and click the «Budget items» block on the main page.

The budget items management page opens.

The platform comes with the following budget items by default:

• Certification;
• Training and Courses;
• IRP Completion Bonus;
• Subscriptions and Licenses.

On the budget items page you can:

• add new budget items;
• edit existing items;
• reorder items;
• delete budget items.

Adding a budget item

To add a new budget item, open the «Budget items» page and fill in the form at the top of the page.

Enter:

• the category name;
• the planned amount.

Then click «Add».

Editing a budget item

You can change the name and planned amount of an existing budget item.

To do that, click «Edit» next to the item on the «Budget items» page.

In the window that opens, you can change:

• the category name;
• the planned amount.

When you're done, click «Save».

Reordering budget items

You can change the display order of the budget items if needed.

Just press and hold the category you want to move, then drag it to its new place in the list.

Deleting a budget item

To delete a budget item, open the «Budget items» page and click «Delete» next to the category.

Confirm the action by clicking «Delete» again in the window that appears.