Skip to main content

Development Needs

Amanda Saunders
Updated

HR

Step-by-step guide

This guide will show you how to view and record Development Needs in the Performance & Development area.

 

Contents

 

Introduction

Development Needs can be recorded for an employee which may assist with achievement of objectives, performance issues and/or succession planning. A need can be for a specific course which has been created in the Course Bank, for a Development Need which has been set up in the Development Needs code table, or an ad hoc need which can be entered as free text.


Any reports that are run or created will be more accurate and more inclusive if the need has been recorded against a course or a development need. Data that is recorded on an ad hoc basis is more likely to have typing or spelling errors, making reporting more challenging and is more likely to be less accurate.

 

Viewing Development Needs

  • Go to the following area:
    • Latest (left-hand) menu: Performance & Development > Development Needs
    • Pre 2025 (top) menu: Talent & Development > Learning & Development > Development Needs
  • The screen will display a summary view of the needs for the employee indicating when the needs were identified, the need priority, target date and the date if the need has been addressed

 

Note: Development Needs may be subject to verification dependent on your verification settings, in which case a plus sign may be visible to the left of the need description indicating that it is pending verification.

 

To record a Development Need for a course

  • Go to the following area:
    • Latest (left-hand) menu: Performance & Development > Development Needs
    • Pre 2025 (top) menu: Talent & Development > Learning & Development > Development Needs
  • Click Insert New Record
  • Click on the magnifier adjacent to the Description field
  • Ensure the Course option is selected from the list presented and use the search and filter tools to locate the course title
  • Click on the course title
  • The Development Need will be populated with the course information
  • Go on to select the priority and record the date the need was identified and when it is to be addressed by
  • Record any Notes as required
  • Click Update

 

Associated Training

  • If an employee is booked to attend a training event which matches a Course type then the details of that training will be visible on the Associated Training tab
  • The need can be marked as Addressed once the training event has taken place

Where the Associated Training is not used/required, the Tab has its own page permission so can be hidden.

The page permissions are updated per user role via:

  • Latest (left-hand) menu: System Configuration > Role Management > [select user role] > Pages
  • Pre 2025 (top) menu: System > Security > Role Management > [select user role] > Pages

Notes:  

  • Associated Training can also link to a Skill and Qualification and has the same security page setup as shown above.
  • The Associated Training pages are in addition to the Associated Needs/Qualification Tab Pages which can be attached to the Training Details page and have their own page permissions.

 

To record a Development Need for a coded Development Need

  • Go to the following area:
    • Latest (left-hand) menu: Performance & Development > Development Needs
    • Pre 2025 (top) menu: Talent & Development > Learning & Development > Development Needs
  • Click Insert New Record
  • Click on the magnifier adjacent to the Description field
  • Ensure the Development Need option is selected from the list presented and use the search and filter tools to locate the need
  • Select the need as required
  • Go on to select the priority and record the date the need was identified and when it is to be addressed by
  • Record any Notes as required
  • Click Update

 

 

To record an ad hoc Development Need

  • Go to the following area:
    • Latest (left-hand) menu: Performance & Development > Development Needs
    • Pre 2025 (top) menu: Talent & Development > Learning & Development > Development Needs
  • Click Insert New Record
  • Free type the need Description and go on to select the priority and record the date the need was identified and when it is to be addressed by
  • Record any Notes as required and click Update

Note:  Recording needs by typing, rather than selecting, the need can lead to the same need being recorded in different ways and this can affect the accuracy of reporting on your data. It is therefore advised to ensure these are coded and selected.

 

Footer

Comments

0 comments

Article is closed for comments.