How to add IDP?

Created by Support L2, Modified on Mon, 27 May, 2024 at 2:00 PM by Support L2

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There are two ways to add IDP: Team IDP and Goal IDP

1. How to add Team IDP?

  • Navigate to Team PMS.
  • Select the PMS cycle.
  • Click on Team IDPs.



  • Click on Add  New IDP.


  • Select the NEW IDP.
  • Select the employee from the dropdown list.
  • Select the Development Plan Type from drop-down.
  • Select the From date and To date.
  • Enter Plan description.
  • Click  on Create button.



  • IDPs have been added for all the employees. Here, the manager can track their employee's IDPs.


2. How to add Goal IDP?

  • Navigate to Team PMS.
  • Choose the employee to whom you want to assign IDP.



  • Select the goal for assigning IDP click on Ellipsis (3 dots) button.
  • Click on IDP button.



  • Enter IDP in text box.
  • Select Start date and End date.
  • Click on Create Development Plan.

  • IDPs are created. By dragging the flag, employees can show their progress on the IDP.


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