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Purpose

The purpose of this page is to explain what it is possible to change in your Career Development Plan template via the Manage Templates tool in Admin Center. 

Overview

The Manage Templates tool in Admin Center allows customers to make changes to their Development Plan templates without having to engage a partner or contact support to make those changes directly in the XML code of the template. 

The Manage Templates functionality can be accessed by admin users on Admin Center > Development > Manage Templates.

General System Changes

After goint to Admin Center > Development > Manage Templates and selecting the "Development" tab, the system will list all the existing Development Plan templates, even if they are inactive in the instance:

Within this page, the admins can take the following actions: 

  • Set the default template for the instance
    The default template will be the one selected when users are accessing the Development Plan for the first time. Changing the default template does not make it appear by default for existing users (who have already accessed the Development Plan). In this case, the module will open the Development Plan that the users had last accessed. 
  • Activate or inactivate templates
    Once a template becomes inactive, you will need to disable the option “Show Active Templates Only”, so it appears again on this menu.
  • Change the order of templates
    This will determine the order in the dropdown available to users inside the Development tab, if multiple Development Plans are active.
  • Add a New Template
    Allows admins to choose from few standard templates and download it directly from SuccessStore.
  • Copy a Development Plan
    To do so, the admin needs to access the template they'd like to copy, click "Save As" and save it with a new name.

Changes to the template

To apply changes to a template, click on the desired template and it will open the template editor, which is divided in four sections: 

1. Preview

The preview section will give you a preview of how the template will be rendered in the Development Goals page. It's not actually possible to change anything in this section, it just acts as a preview. 

2. General Settings

The General Settings section allows you to edit the top section of the Development Plan, and other general information related to this plan. In this section you can change: 

  • The name of the Development Plan on the “Name” text box. 
  • The introduction of the Development Plan, including its size and color by using the built-in rich-text editor;
  • Start and End Date associated with the Development Plan.

NOTE: When changing the name of the Development Plan and the Introduction section, you can also change the translations by using the "Change Language" dropdown. 

3. Edit Categories

The Edit Categories section allows you to create/edit/delete categories in the Development Plan. Categories are subgroups that allow you to organize and group related development goals, similar to folders. In this section, you can apply the following changes:

  • Change the order of the Categories, by drag-and-drop the categories on the menu on the left. The button to hold while drag and drop will appear once you hover the cursor over the name of the category;
  • Delete an existing category, by clicking on the trash bin icon that appears when you hover over an existing Category. This icon will only appear if you have more than one category on the template. Be aware when deleting a category, as the Development Goals related to the category will stop appearing in the plan. If you don't want to lose any data, you should consider updating the Development Goals to another category, which can be done via the Goals Import. 
  • Add a new Category;
  • Change the label of existing categories. On this section once again you can apply the label changes for all the languages you have available inside your instance by using the Change Language drop down.

4. Edit Fields

The Edit Fields section allows you to create/edit/delete the fields inside a Development Plan. On the menu to the left, all fields available inside the template will be available while the specific details of each field can be found on the right section once you click on a field.

In this section, you can apply the following changes:

  • As in the Categories section, you can change the order of the fields by drag-and-drop the fields on the menu on the left. The button to hold while drag and drop will appear once you hover the cursor over the name of the category;
  • Define labels for each field, according to the language selected on the Change Language dropdown;
  • Define if the field is required or not, when creating a Development Goal, by checking the option "Required Field";
  • You can set it to be shown inside People Profile’s Development Portlet. If enabled, the field will be available in the Development Portlet.
  • Delete an existing field, by clicking on the trash bin icon that appears when you hover over an existing field;
  • Add a new field, by clicking on this option, the system will show a dropdown with the available fields to add.
    NOTE: This dropdown will show all standard fields for the Development Plan, such as Competencies or Goal, and it also gives you the option to add a Custom Field. When creating a Custom Field, you will need to also determine the field ID (which will be used on the XML of the template to identify this field), the label and the type of the field. 
    The available types are:
    • Text: simple text field, which can be used to hold small lines of text, such as names;
    • Textarea: extended text field that allows you to add more characters. Used for fields such as Description;
    • Enum: enum type fields have predefined dropdowns similar to the picklists used by the Employee Profile. An example of an enum field is Status, since it only has a few predefined options to be available;
    • Date: holds a date value;
    • Percent: holds a percentage value out of 100%. In addition, it will also show on a bar how close it is to reaching 100%;
    • Number: holds a number value;
    • Link: lets you add a hyperlink to a Web site of your choice. The actual field will have two boxes to populate; one for the title of the link and the other one with the actual URL.

NOTE: When adding new fields to the Development Plan via the Manage Templates functionality, you won't be able to define the permissions for the field. So, you need to first create a field and then engage Cloud Product Support or an Implementation Partner to grant the necessary permissions. 


Permissions

Permissions for who can read/write the fields in the Development Goals are defined in the Development template XML (currently, it's not possible to update the permissions of the template via Manage Templates). The Role-Based Permission will grant only the access to the Template. For more information on how permissions for the Development Plan work, please refer to Wiki Page Career Development Planning - Permissions

Related Content

Related Documents

Wiki Page Career Development Planning - Permissions

Career Development Planning: Implementation and Administration Guide - Creating a Development Goal Template

Goal Management Guide - Goal Plan Templates