How to download reports for the Individual Development Plan?

Category: Performance

Profit.co provides an option to download reports for the Individual Development Plan for the HR Admin, HR Business Partners, and Individual Users.

Why this feature?

  • By using this feature you can download reports for the Individual Development Plan for future purposes.
  • Coaches and mentors can download and view the reports of individuals that report to them.

How the HR Admin can download the Individual Development Plan Reports?

Navigate to Performance → HR Administration from the left navigation panel and switch to the Individual Development Plan tab.

Click on the More icon and select the Download option.

Then, one Info popup appears. Click the OK button.


Step 2

In the Export History side panel, click on the icon to download the report.


How does an individual user download the Individual Development Plan Reports?

Navigate to Performance → Individual Development Plan → My IDPs and click on the More icon and select the Download option.

Then, an Info popup appears. Click the OK button. In the Export History side panel, click on the icon to download the report.

Note: The Coach/Mentors can also download the Individual Development Plan reports from My employees’ IDPs and Mentor IDPs, respectively.

Related Answer Post

To learn the process of initiating a new Individual Development Plan, click here.

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