7.3 Change a persons Action Plan (Line Mngrs only)

Owned by Graham Kennedy
Last updated: Mar 06, 2024
2 min read

Change a persons Action plan

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

SkillsTX recommend that making any 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.

Note: If you as a Leader have any Skillcoins attributed to you, your own Skillcoin tallies will be displayed, (as the logged in person), when you select a Team Members Action Plan, even though it will be prefixed by Action Plan for Xxxxx Yyyyy

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

    image-20240229-054103.png

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

    image-20240229-054215.png

  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? e.g.

  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 per 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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