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Change a persons Action plan

Line Managers have the authority to make changes an Action Plan of a person that has been assigned as their Line Manager:.

Info

SkillsTX do recommend that making changes to a persons action Plan is best carried out as a co-operative action with the person involved. For example, it may be due to budget restraints, however it is advised that some sort of communication would have preceded the action changes by the Line Manager in order to better foster Employee engagement.

  1. Click on the Persons Name (link) in the Name column of My People

  2. Then select Action Plan tab from the Planner Menu e.g.

  3. As a Line Manager you have the capability/authority to make any changes to the person Action Plan. e.g.

    1. Add an Action

    2. Change a current Action

    3. Delete a current Action

  4. Any changes you do make will invoke the button Action Plan Updated - Send Notification?

  5. This provides the option for a notification email to be sent to the person, that informs them of the change that has been made

  6. To send the notification select the button

  7. A notification email will be sent to the persons as the the following example

  8. Click on the Return to My Profile or My People tab that will have appeared in the Planner Menu after the above as required

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