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1. Name Your Development Area Based on Type
After selecting a development area type and other details, the next step is to provide a name for the development area
In this example, we have named it “Enhancing Customer Experience & Satisfaction” because the development area is about goal linked with a review cycle
2. Creating Action Items for Your Development Area
After naming the development area, the next step is to create action items. Under the Action Items field, you will see Action Item 1. Enter the name of the task you want to include under the Action Item 1 field
Action items are specific tasks that need to be completed, and you can add multiple action items to a single development area
Example: In this case, “Advanced Customer Communication Training” has been added as Action Item 1
3. Select Action Item Type
After entering the name of the action item, the next step is to select the type of action item. The available options are: Task, Course, Certification, Project Work, Mentorship, Time-bound Program, or Training. Please select the one that best fits your action item
4. Add Description to an Action Item
When creating an action item, you have the option to add a description under Add Description field. This is not mandatory, but providing a description can help clarify the purpose or details of the action item for yourself
5. Set Start and End Dates for an Action Item
The next step is to define the timeline for your action item by setting a start date and an end date. Specify when you want the action item to begin and when it should be completed. This helps track progress and ensures that the action item stays on schedule. Select these dates in the “Progress Timeline” field for your action item
6. Choose How to Track Action Item Progress
The next step is to decide how you want to track or measure the progress of your action item. You can choose the progress type based on modules, hours, days, weeks, or months. Select the option that best fits your action item under the “Progress Type” field
7. Add Progress Tracking Data
After selecting the progress type for example, “Days” the next step is to add the progress tracking data. Enter the number of days it will take to complete the course you have chosen
For instance, if the course requires 15 days to complete, enter “15” to ensure your progress is tracked accurately
8. Overview of Your Created Action Item
We have now created the action item with all the required details
9. Create Additional Action Items
To create additional action items, click the “Add Action Item” button
10. Overview of Created Action Items
We have now created two action items. One action item is of type Course, and the other is of type Task
11. Save the Created Action Items
Once you have finished creating and configuring the action items, click “Save” to store the action items you have created
12. Confirmation Message After Saving
After clicking “Save,” you will see a confirmation message stating “Development area created successfully.” This message indicates that the development area and its associated action items have been saved successfully
13. View the Created Development Area and Action Item Details
You will be able to see the name of the development area that you created, along with the goal you selected and its related details
Below the development area, you can also view the action items you created, along with their progress, targets, and current status. This provides a clear overview of all the activities and their progress within the development area
14. Add New Development Area
If you want to add more development area, click the “Add Development Areas” button
15. Creating a Competency-Linked Development Area
In this example, we have already selected the review cycle as Engineering Team Survey and chosen Coding Skills as the competency linked to the review cycle. Under the Select Competency field, the self-review rating and manager rating for the selected competency are displayed
Next, we have added the Development Area Name as “Enhancing Coding Proficiency and Technical Problem Solving"
16. Adding an Action Item to the Development Area
After providing the Development Area Name, the next step is to add an Action Item. The process is the same as the one followed earlier while creating Goal-linked action items
In this example, we have created an action item with the type set as Mentorship. We have also added a description for the action item, defined the timeline, and selected the progress type as Hours. In this case, 20 hours have been specified as the required time to complete the mentorship action item
17. Click Add Action Items
In this example, we have created two action items for the competency-linked development area. If you would like to add more action items, click the “Add Action Item” button
18. Save the Action Items
After adding the action items, click the “Save” button to save the action items that you have created
19. View the Competency-Linked Development Area and Action Items
After clicking “Save,” you will be able to see the competency-linked development area along with the two action items that you have created
The section will also display the details of each action item, including their progress, targets, and status
20. Creating a Freeform Development Area
In the previous examples, we created Competency-Linked and Goal-Linked development areas
Now, we will learn how to create a Freeform Development Area. A freeform development area is not linked to any review cycle. You can create it independently to focus on specific skills, learning, or areas for improvement
The process for creating action items in a freeform development area is the same as for goal-linked or competency-linked development areas. You can refer to the above examples to see how to create action items, as the steps remain the same
21. Overview of All Development Areas
You will now see three development areas:
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KPI-Linked Development Area – linked to a review cycle
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Competency-Linked Development Area – linked to a review cycle
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Freeform Development Area – created independently, not linked to any review cycle
22. View Details of a Development Area
If you want to see more details of a development area, such as the action items created under it, click the drop-down icon present on the left side of each development area name
This will expand the section and display all related action items along with their progress, targets, and status
23. Managing a Development Area
To add an action item to an existing development area, delete, or edit a development area, click the three dots next to the development area you want to modify
24. Options Available After Clicking the Three Dots
After clicking the three dots next to a development area, you will see three options:
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Action Items: Allows you to add an action item to this particular development area
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Edit: Lets you modify the development area details
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Delete: Allows you to remove the development area that you have created
25. Updating Progress and Status of a Development Area
You will be able to update the progress and status of your development area once your IDP plan is shared with your manager
Please refer to the attached link for the next steps: Manage Objectives and Progress in Your IDP | Peoplebox Help Center!