1-to-1 Plans: Set up guide

What is a performance improvement plan?

1-to-1 plans allows users to create and track broader goals for a given agent. As a manager you'll be able to better track, monitor and support an agent against an agreed objective and set the outcome of their progress. 

This allows for efficiencies in grouping relevant 1-to-1 meetings under a single umbrella and enables more valuable conversations.

In this article we'll be covering:

1. Setting plan permissions
2. Creating and managing plan types
3. Creating and managing plan outcomes

1. Setting plan permissions

As a user who can manage roles and permissions you can set up the permissions for the plans functionality.

There are two types of permissions that can be enabled:

Create plans

• Users can create plans for agents
• Edit the details of a created plan
• Upload evidence to support a plan
• Add and remove meetings and notes

View plans

• View details of a plan they have access 
• Upload evidence to support a plan

Navigation prompt

Under User Management > Select Roles & Permissions

When creating a role or changing permissions for an existing role the permissions surrounding plans sits under the 1-to-1 permissions category

2. Plan Types

You'll be able to create different types of plans to customise the types of plans to your organisation. There are two default plans that get created including;

• Performance Improvement Plan
• Return to Work Plan

Navigation prompt

Under settings > Select Actions & 1-to-1 settings > navigate to the Plans tab

Here you can manage existing plan types and create new ones.

Create a plan type

Select the '+ New type' button to create a new type of plan. Any plans added will appear in the plan type drop down when creating a plan. 

A modal will open where you can set the plan type name, a description of the plan and set whether you want this to be active or inactive (with the default as inactive to allow for a draft to be created first). 

Plan status

Plans can be 'active' or 'inactive'. This manages which plan types are available within the plan type drop down when plans are created. 

A plan type set as 'Active' means the plan type is available to select when creating a plan. 'Inactive' means this plan type is not available to use in the drop down when creating a plan.  

You can edit whether a plan type is active or inactive from the menu option > select edit > select Y/N on whether you want to make this plan active

Delete plan types

Plan types can also be permanently deleted. The plan type will first need to be set as 'inactive', then using the menu option select 'delete'

The default plan types available in the system cannot be deleted, but if they are not ones you prefer to use you can set these as inactive to remove them from the plan type drop down list. 

3. Plan Outcomes

Outcomes can be used for reporting purposes to offer more gradual performance insights. Once a plan is seen to be completed you can set the overall outcome from the Plan eg pass, fail

Plan outcomes can also be managed and created from the settings page. Similarly to the plan types these can be created inline with how plan outcomes are managed within your organisation, set as 'active' or 'inactive' and can be deleted.

Use the '+New outcome' to create new outcomes

A new model will open where you can add the outcome name, description, colour and set whether you want it to be active or inactive (with inactive set as default for a draft version).

Once saved and set as active users will be able to use these outcomes from a drop down list to set against in progress plans. 

You can edit the details using the menu from the plan outcomes summary and clicking edit, or delete the outcome entirely with the delete option.