This job aid instructs users to successfully start an action plan. An action plan is launched by a manager for employees that need to improve within a certain area of their performance. The purpose of an action plan is to clarify what resources (training, coaching, change in process, etc.) are required to reach the goal, formulate a timeline for when specific tasks need to be completed and determine the timeframe for completing the action.
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This job aid also reviews how to acknowledge the action plan after the manager has met with the employee to discuss the contents of the action plan.
Security Roles Required
Initiator(s) - To initiate this business process, you must have the Manager security role.
Approver(s) - Approvals are not required.
To check your security roles, use this job aid: View Security Roles
Start Action Plan
To start an action plan for an employee, log in to Workday and complete the following steps:
- Search for and select Start Action Plan for Employee using the search bar.
- Select an Employee.
- Select the Action Plan review template as the Review Template.
- Enter a Period Start Date.
- Enter a Period End Date.
- Click Submit.
Navigate to My Tasks and locate the Complete Manager Plan task. - Click Get Started.
- Enter responses to the prompts in the action plan.
- Click Next.
- Optional: Upload support documents.
- Click Next.
- Review the information you have entered and click Submit.
After you have started an action plan, meet with your employee to discuss the contents of the plan. Complete the Provide Manager Review Comments step after you have met with your employee.
Acknowledge Action Plan
After you have met with your employee to discuss the contents of the action plan, log in to Workday and complete the following steps:
- Click My Tasks and locate the Action Plan: (Employee Name) – Manager Plan task.
- Click Get Started.
On the Manager Acknowledge page: - Review the action plan summary.
- Click Next.
- Select an acknowledgement Status.
- Optional: Enter additional Comments regarding your conversation with the employee.
- Click Submit.
Your role as initiator of an action plan for an employee is complete. The employee will receive a task to acknowledge the action plan.