How managers can create, view, edit, or update a growth plan
Please Note: If your organization uses Lattice's elevated design, you can find the updated navigation steps here.
As a manager, you have the ability to create or view a direct report's growth plan. Within a growth plan, managers and direct reports can create growth areas specific to the employee's career development. Growth areas are the skills the employee is aiming to develop to reach the next step in their career. Often times these are associated with a certain competency in a job role, but they do not have to be.
Creating a Growth Plan
If your direct reports do not have a growth plan you can create one for them from your "Your team" tab.
Step 1: Navigate to the direct report you would like to create a growth plan for and select the ellipsis to the right of their name
Step 2: Select "Create growth plan"
Step 3: Click the + icon next to "Growth areas"
Step 4: Create a title for the growth area
Step 5: (Optional) Link the growth area to a competency, add a description, and include a duration for the growth period
Step 6: Once you have included the growth area information, select "Create growth area"
Viewing a Growth Plan
If a direct report already has a growth plan, as a manager you can access the growth plan to make updates to a growth area, make any edits, or simply view the overall plan. This can also all be done from your "Your team" tab.
Step 1: Navigate to the direct report whose growth plan you'd like to view and select the ellipsis to the right of their name
Step 2: Select "View growth plan"
Within the growth plan, you can...
- Add a new growth area by selecting "+"
- Edit, mark as complete or delete a growth area
- Update a growth area
