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Send an Individual Development Plan Kickoff Notification to Managers

Admins can create and schedule a kickoff notification to prompt managers to facilitate career conversations with their direct reports. Kic...

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Written by Adam Kroboth

Admins can create and schedule a kickoff notification to prompt managers to facilitate career conversations with their direct reports. Kickoff notifications will be sent across email, Slack, and Microsoft Teams.

Note: You can edit or cancel the kickoff notification at any time before send.

Create an Individual Development Plan kickoff notification

  1. Navigate to Admin > Grow > Settings.

  2. Expand the Individual development plans section.

  3. Under Individual development plan kickoff notification, select + Create notification.

  4. Customize the subject, body, send date, time, and timezone.

  5. (Optional) The Send reminder to managers notification is toggled on by default if a launch notification was enabled. If enabled, a reminder notification will be sent to managers one week after the initial launch notification. Toggle off to disable.

  6. (Optional): Send yourself a preview of the email to ensure accuracy.

  7. Select Save.

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