Add and manage milestones for team members IDP

After creating the IDP for team members, managers can add milestones to it to measure employees’ progress toward it. After adding milestones, you can manage them anytime.

Navigate to Growth on the left pane and click My Team.

Soon after creating an IDP, you are directed to a page where you can add milestones manually or use Marissa AI to add them based on your IDP. However, you can add the milestones anytime.

Click Add Milestone to add it manually, or click Ask Marissa to get AI-recommended milestones for IDP.

Add milestones manually

You can add milestones manually anytime.

Navigate to Growth on the left pane and click My Team.

1. Click the Filter Icon and select the team as required.
2. Select an employee on the left pane.
3. Click the Plus Icon on an IDP where you want to add milestones.

  4.   Type the description of the milestone and set the due date.

  5.   Click the Add Resources drop-down and select the option as required.

You can add library courses or learning paths to IDP milestones, which support employees' skill development, align their goals with organizational objectives, and facilitate ongoing learning and growth within the organization. You can add multiple resources to a milestone.

  6.   On the right side, select the resources and click Add.

After adding resources, hover over them to remove them if required.

  7.   Click Attach to upload any resources saved on your computer if required.

  8.   Click Add.

Use Marissa to add milestones

After manually adding milestones, you can cancel them if you want to get AI-recommended milestones.

  4.   Follow steps 1 to 3 and click Cancel at the bottom.

  5.   Click Ask Marissa and click the Tick Icon to accept the milestone or the Cancel Icon to reject it.

You can click the Marissa Icon again to regenerate the milestones.

Manage milestones

After adding milestones to the IDP, you can manage them if required.

Hover over the milestone and select the Delete or Pencil icon to manage it as required.

Select the milestone to mark it as completed.

Drag the Six Dot Icon to reorder the milestone.

After marking a milestone as completed, follow the same procedure to revert it and make it active.