Assigning a Staff Plan

Staff plans can be used in a variety of ways- such as an Individual Professional Development Plan (IPDP) or a Staff Improvement Plan. Any staff member listed in the staff record can assign and complete a staff plan in their Plans profile.

How to Assign a Staff Plan to your Plan Profile

1. Navigate to Plans
2. From the Staff tab, select or search for a staff member that you wish to assign a plan to
3. Select the + button in the lower right-hand corner of your screen.
4. From the "Choose a Plan Template" dropdown, find the Staff Plan to assign and select Create.
5. Simply select the plan to edit.