How to Create Master Data and Configure the PDP Module
In the previous articles we have learned how an Employee, Manager and Administrator work with the PDP module.
In this article we will learn how to create the PDP master data and how to configure the PDP module.
How did I get here?
- From the portal, click - System Administration | Personal Development Plan
What to expect in this section?
- Where to maintain administration and master data and how to configure the PDP module.
Accessing the PDP Administration information and Master Data
To get to the PDP Administration and Master Data screens:
- Open the Signify HR Portal.
- From the Administration menu select System Administration.
How to access the Administration and Master Data information
How to Maintain the Administration Information
The following information is available under the Administration menu and will be discussed in the next articles:
- Company Training Intervention List
- In-Dealer Training Requirements
- Additional Courses offered by my learning provider
Company Training Interventions List
A list of training interventions required by a company. The courses listed here can be set as mandatory on an employee’s PDP. Select the training activity you want to edit click Add to create a new company training activity.
How to Add/Edit Company Training Interventions
The following information is available creating/editing the training interventions required by the company. Enter the applicable information and Save.
How to Add/Editt the In-Dealer Training Requirements
A list of training interventions required by a dealer/branch/division specifically. This section is optional for most companies. Select the training activity you want to edit click Add to create a new training activity.
How to access and setup the Additional Courses
A list of courses that will be available for selection under the Additional Courses section on a PDP. Courses are selected from the standard Training Intervention library. If a course is selected, only those courses will be available for selection on the PDP. If no course(s) are selected then all courses from the standard Training Intervention library will be available.
Add an additional course by clicking on Add and select an intervention from the Intervention Library. An additional course can also be deleted from the list.
Master Data
Category
List of the PDP categories.
Period
List of periods for which PDPs can be created. One of these will be the current active period e.g. 2015.
Training Category
List of Training Categories e.g. Training linked to Qualification.
Development Priority
List of Development Priorities e.g. Priority 1, High, Medium etc.
Development Reason
List of reasons why certain training is recommended e.g. Career Opportunities.
