Growth user guide for admins

Table of contents

1. Introduction

          1.1. How does it work

          1.2. User actions

2. Configure settings

3. Create and Manage IDP

4. Add and manage milestones

5. Make employees IDP active

6. Nudge employees

7. Add employee IDP to the meeting

8. Initiate a conversation

9. Add a comment as a milestone

10. Share feedback on employee IDP

11. Praise employees for completing IDP

12. View employees IDP reports

13. Create and share a career aspirations survey

14. View employees responses to the career aspirations survey

1. Introduction

Engagedly's Growth module helps employees develop their skills and competencies and advance their careers. It allows creating IDPs, tracking progress, and accessing learning resources. This module enables employees to create personalized growth plans and managers to support their team's development effectively.

The module equips admins with the features and insights required to oversee and enhance the employee development process, fostering a culture of continuous learning and growth within the organization.

1.1. How does it work

  • You have to configure the settings as required.
  • You can create IDPs for the employees, managers can create IDPs for their team members, and employees can also create IDPs for themselves.
  • Admins can nudge the employees to create IDP, add milestones, and update IDP.
  • Managers can nudge their team members to create IDP, add milestones, and update IDP.
  • Employees work on their IDP, update their progress, and complete it.
  • You can initiate a conversation about employees IDP to provide them with support and guidance.
  • Employees can revert the completed milestones and IDPs.

1.2. User actions

  1. Configure the settings.
  2. Create a career aspiration survey.
  3. Create and manage IDPs for employees.
  4. Nudge employees.
  5. Initiate a conversation in employee IDP.
  6. Share feedback and praise employees for their IDP completion.
  7. View employee IDP reports.

2. Configure settings

Admins can configure settings and manage them:

  • Create a career aspirations survey tailored to each employee’s unique ambitions, learning requirements, and aspirations.
  • Set up email notification to announce the launch of the Growth module in your organization.
  • Manage IDPs by allowing managers and yourself to edit and delete employee IDPs.
  • Reward points who complete their IDPs.
  • Enable skills and competencies for employees' growth.

Learn more in Configure settings in Growth.

Note: If the Growth module is enabled for your organization, you can create a career aspirations survey. Learn more in Enable or disable a module in Engagedly.

3. Create and manage IDP

You can create IDPs that help employees identify their professional plans, measure their current skills and competencies, and outline a roadmap for their career development. You can also view their talent profiles and manage IDPs if required.

Learn more in Create and manage IDP for employees.

4. Add and manage milestones

After creating the IDP for employees, you can add milestones to it to measure employees' progress toward it. You can manage milestones anytime.

Note: You can edit and delete milestones only if the admin configures the settings.

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.

Learn more in Add and manage milestones for employee IDP.

5. Make employees IDP active

You can make the employees’ completed IDPs active, irrespective of who creates the IDPs. This allows employees to add milestones and resume working on them. You can also add milestones. Learn more in Make employees IDP active.

Note: You cannot add milestones to a completed IDP. However, you can add milestones after making the IDP active.

6. Nudge employees

You can nudge employees within the organization to create the IDPs and update them to show progress. Through the IDP, employees can establish milestones for their development, outlining their goals, skills, strengths, and areas for improvement.

You can nudge individual or multiple employees.

Learn more in Nudge employees to create or update IDP.

7. Add employee IDP to the meeting

After creating IDPs for employees, you can add them to the existing meetings to discuss them with the employees. You can also create new meetings to discuss employees' IDPs.

Learn more in Add employee IDP to the meeting.

Note:

  • You cannot create meetings without integrating with Google or Microsoft Calendar. Contact our support team for calendar integration.
  • By default, your name is added, as you are the meeting organizer and cannot remove it.
  • Adding IDPs to a discussion point in a meeting makes all details visible to all participants.

8. Initiate a conversation

You can add comments to the employee IDPs to initiate conversation.

Note: By default, employees and managers are participants in a conversation. However, those higher up in the hierarchy (skip-level manager, secondary manager, and growth manager) than the employees can add comments and become participants in the conversation.

After adding comments, you can manage them if required.

You can also manage participants in the conversation.

Learn more in Initiate a conversation in employee IDP.

9. Add a comment as a milestone

After adding a comment on the employees’ IDP, you can add it as a new milestone or to the existing milestone, ensuring that the employee's development is aligned with their goals.

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.

Learn more in Add a comment as a milestone to the employee IDP.

10. Share feedback on employee IDP

You can share feedback on employees’ IDPs to provide them with support, guidance, and encouragement. Learn more in Share feedback on employee IDP.

11. Praise employees for completing IDP

You can praise employees for completing IDPs by recognizing their accomplishments and encouraging them to continue learning and pursue excellence. You can also praise using Marissa AI. Learn more in Praise employees for completing IDP.

12. View employees IDP reports

You can view employees’ IDP reports to monitor progress, provide support, and ensure alignment with organizational goals. Learn more in View employees IDP reports.

13. Create and share a career aspirations survey

When employees are unsatisfied with their current roles, they explore alternative positions within the organization or aim to develop specific skills for career advancement. This helps them analyze their career goals and create a relevant IDP.

You can create a career aspirations survey tailored to each employee's unique ambitions. Learn more in Create and share a career aspirations survey.

14. View employees responses to the career aspirations survey

You can view employees’ responses to the career aspirations survey, which provides you with better support, aligns opportunities with employee aspirations, and fosters overall engagement and satisfaction within the organization.

Career aspirations are integrated into employees' talent profiles, allowing you to view their responses to role satisfaction.

Learn more in View employees responses to the career aspirations survey.

The user guide equips admins with the knowledge to maximize learning and development opportunities for employees within the organization. It offers clear instructions on accessing employees' IDPs, tracking their progress, and engaging them in various learning activities by adding resources to their IDP milestones.

The LXP module benefits admins by allowing them to monitor employee development, ensure alignment with company goals, and track the overall progress of IDPs and learning activities.

Learn more in the glossary to understand the key terms of Growth.