You can track and update your collaborators' action plans from their individual profiles, the "Planes de acción" module, or in bulk using importadores. Only direct supervisors and administrators can edit or update the plans' status and progress.

Step by step

To track and update action plans from thecollaborator's profile:

1. Use the search bar in the top menu to find the collaborator's profile.
2. Go to the "Talento" tab and select "Planes de acción".
3. View the total number of plans, their average progress, and the status of each one.
4. To edit a plan, change its status, or add progress, click "Editar" in the "Acciones" column.
5. Modify the information and click "Guardar". The average progress and status will update automatically.
    

To performtrackingfrom thegeneral module:

1. In the left sidebar, select "Talento" and then "Planes de acción".
2. Review all created action plans and monitor their progress.
3. Use the column filters for a more precise view.
4. To edit a plan, change its status, or add progress, click "Editar" in the "Acciones" column.
    

Toupdateaction plans inbulk:

1. Go to "Información" in the left sidebar and click on "Importadores".
2. Within "Talento", select the "Planes de acción" modifier.
3. Select the fields to update and download the Excel template using the "Descargar Template" button.
4. In the downloaded template, edit the information in the file (do not modify the "Identificador interno" column).
5. Save the file and upload it to the platform.

Considerations or Limitations

• Only direct supervisors and administrators can create, edit, or update action plans.
• Collaborators can only review assigned plans, but they cannot edit or create them.
• Do not modify the "Identificador interno" column in the import/modification files.

🤖 This article was translated using artificial intelligence. View original article.