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1. Navigate to Growth Path
On the left side of the screen, you will see the list of modules available in Peoplebox. Click on the Growth Path module to start creating your Individual Development Plan (IDP)
2. Start Creating Development Plan
After clicking on the Growth Path module, the Individual Development Plan (IDP) screen will open. Click on the Create Development Plan button highlighted in blue color to start creating it
3. Choose Any One Plan Type
After clicking on the Create Development Plan button, the Choose the Plan Type screen will open. You will see different Plan Types, each with its own purpose. Choose any of the plan types that you want to create by clicking on the plan type you wish to select
We will choose the Personal Development Plan type for now. This plan type focuses on improving soft skills, leadership abilities, or personal growth areas
4. Proceed To Next Step
After selecting the plan scroll down to go to next step, you will see two options: Discard Plan and Next. Click Discard Plan if you want to cancel your plan. For now, we will click the Next button to proceed to the next step
5. Adding Details and Linking Your IDP to a Review Cycle
In this step, you add details to your IDP plan. First, select the Start Date and End Date for your plan. After selecting the dates, connect your IDP to a review cycle using the “Connect Plan with Review Cycle” field. A list of available review cycles will be displayed
Important: For the review cycle details to appear, the Release Review phase must have been launched for the employee. If this phase has not been launched, the review cycle details will not be shown
Currently, the UI allows only a single selectable review cycle. If you want to link multiple review cycles to your IDP, our support team can enable this from the backend
The selection behavior can be configured from backend as:
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Optional or Mandatory
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Single or Multi-selectable
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Or completely disabled
Different settings can also be applied for each plan type
6. Linking a Review Cycle to Your IDP Plan
In this example, the Engineering Team Survey review cycle has been selected to be linked to the IDP plan
7. Click Create Plan
After adding details to your plan, scroll down to proceed to the next steps. You will see two options: Discard Plan and Create Plan. Click Create Plan to finalize and create your IDP
8. View Plan Details
After clicking Create Plan, a success message will appear at the top-right corner of the screen stating: Plan created successfully
Once the plan is created, you will see your plan details, such as:
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Plan Type
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Plan Timeline (Start and End Dates)
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Review Cycle that you have selected
This allows you to easily view all the important details of your Individual Development Plan
9. Create Development Areas
After creating your IDP plan, the next step is to create Development Areas. Click on the Create Development Areas button to start defining the areas for your plan
10. Adding Nova AI Suggested Development Areas to Your IDP
You can also include Nova AI Suggested Development Areas in your IDP plan.
This feature is controlled by the admin. If enabled by the admin, an additional “Nova AI Suggested Development Area” button will appear
Clicking this button will display AI-recommended development areas, which you can then add directly as development area
11. Select the Type of Development Area
After clicking the Create Development Area button, the Create Development Areas window will open. The first step is to select the type of Development Area you want to create. Each type serves a different purpose and should be chosen based on your development needs
There are three types of Development Areas:
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Goal-Linked Development Area: Use this to create a Development Area based on your goals present in the system or in the review cycle. Recommended when a goal is below target or improvement is needed
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Competency-Linked Development Area: Use this to create a Development Area based on a competency present in the system or in the review cycle. Ideal when a competency requires improvement or is below the target
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Freeform Development Area: Use this to create action items manually without linking to a goal or competency. Best for custom development activities that do not directly tie to existing goals or competencies
12. Select Review Cycle
Now we will select Goal-Linked Development Area as the development area type, the next step is to select a review cycle
There are two options:
1.Not Linked to Any Review Cycle
Choosing this option means the goal is not associated with any review cycle. You can add any goals where you are the owner from the Goals module to your Development Area
2.Engineering Team Survey (review cycle)
Only goals included in the selected review cycle will be available to add to your Development Area. Goals outside the selected review cycle cannot be added. In this step, we will select the Engineering Team Survey review cycle, as we are creating goal-linked development areas linked to the review cycle
13. Selecting a Goal for Your Goal-Linked Development Area with Review Cycle
After choosing Goal-Linked Development Area and selecting the Engineering Team Survey review cycle, the next step is to select the goal you want to include in your Development Area
A list of goals linked to the selected review cycle will be displayed, along with goal details, self-review ratings, and manager ratings. You can select only one goal at a time for a Development Area. To include additional goals, you will need to create separate Development Areas for each one
14. Naming Your Development Area
The next step is to assign a name to your development area under Add Development Area. After assigning the name to your development area. The next step is to create action items, which we will cover in later steps
For now, we will explain how Competency-Linked Development Areas and Freeform Development Areas works, and then we will learn how to create action items
15. Competency-Linked Development Area With Review Cycle
In this example, we have selected Competency-Linked Development Area as Development Area Type and the Engineering Team Survey as review cycle
When a specific review cycle is selected, all competencies linked to that review cycle will be displayed under the Select Competency field
Details such as self-ratings and manager ratings for each competency will also be shown
16. Competency-Linked Development Area With Review Cycle
We have selected Coding Skills as the competency to be added to the Development Area. Just like goals linked development area type, you can select only one competency at a time for a Development Area. To include additional competencies, you will need to create separate Development Areas for each one
17. Competency-Linked Development Area Without a Review Cycle
In this example, we have selected Competency-Linked Development Area and chosen the Not Linked to Any Review Cycle option. This means all competencies added for the employee in the tool will be displayed
Please refer to the attached link for the next steps: Creating Development Areas and Action Items | Peoplebox Help Center!