This article focuses on guiding Talent administrator users through the different processes involved in managing action plans, from initial creation to bulk upload and subsequent modification of the information. It also seeks to provide clarity about the options available on the platform, such as linking action plans to specific processes and using tools like importers and modifiers for efficient data management.
Scope / Limitations:
The article is aimed at administrator users or users with custom profiles who have edit permissions in the Talent and Importadores sections in Buk. It covers the creation and management of action plans on the platform. It includes creating plans both individually and in bulk, modifying information and linking to performance evaluation processes, surveys and feedback.It is important to note that only the direct supervisor or an administrator has the authority to create and update the status and progress of action plans. The employee will be able to review the action plans assigned from their profile.
Definitions:
- Action plans:
Action plans are used to address specific situations, improve performance, resolve problems or achieve objectives within the organization. These plans focus on concrete actions that must be carried out to improve individual employee performance. They can cover a wide range of areas, such as professional development, training, conflict resolution, communication improvement, workplace safety, work quality, among other aspects relevant to the effective operation of the company.
Individual Process on the Platform:
To create action plans for employees individually, you can access their profiles. Use the search bar located in the top menu to find the desired employee's profile. Once there, go to the "Talento" tab and select "Planes de acción". Then, click "Crear Plan de Acción" to begin.
You must assign a name to the action plan and provide a detailed description to offer greater clarity. Additionally, you have the option to link the action plan to processes such as performance evaluations, Feedback or previously conducted climate surveys. You may also leave this field blank if you do not wish to associate it with any particular process.
You can also set the action plan's start and end dates, as well as a review date to facilitate monitoring and control of progress.
To finish, click "Guardar"
Once you save the action plan, the employee will receive an email notification about the assignment of this new plan. In the email, they will find a direct link to review the action plan on their profile in Buk.
You also have the option to create action plans individually from the module. To do so, go to the "Talento" section and select "Planes de acción". Next, click "Crear plan de acción". You should choose the employee and complete the fields indicated above.
Bulk Process on the Platform:
In addition, you can assign action plans in bulk using the importers. To do this, go to the side menu and select "Información", then click "Importadores". Within the "Talento" section, you will find the specific importer "Planes de acción"
To upload action plans in bulk, click "Descargar Template". A preconfigured Excel file with the column names will be downloaded. Then you will need to complete it with the necessary information.
To upload the action plans, enter the information on the "Cargar Planes de Acción" tab providing the employee's document number and the name and description of the action plan. Remember that you can link action plans to processes such as evaluations, surveys and feedback. On the "Procesos" tab, you will find the processes created as a reference. Complete the start, end and review dates, and assign a status. You can use the "Estado" tab to copy the available statuses. Finally, record the progress of the action plan. Once you have completed the Excel sheet, save it and upload it by selecting the corresponding file
Action plan modifier:
You can use the action plan modifiers importer to update the information previously uploaded in bulk. To do so, go to the "Información" section and click "Importadores". Within the "Talento" category, you will find the modificador de Planes de acción.
Select the fields you wish to update, then download the template.
When you download the Excel file, you will find the information of the action plans you have uploaded. In the columns you will see the fields you selected when downloading the template. You can edit the information as needed, but be sure not to modify the "Identificador interno" column, since this is assigned automatically and is used to identify the action plans in the application. Once you have made the necessary modifications, save the file and upload it in "Seleccionar archivo"
🤖 This article was translated using artificial intelligence. View original article.