Overview

The Management menu allows the Administrator to add, update and/or remove organisational level data and view all assessments for a particular department or organisation for specific reporting periods.

To access the management menu; go to Administration > Individual Planning Admin > Management.

The following table provides descriptions about the Management menu items. Depending on the current system, these menu items may/may not be available.

Menu Item	Description
All Assessments	Provides access to All Assessments page where all recorded assessments are listed.
Assessment Templates	Moves to the Assessment Template page.
Assessment Periods	Provides access to Assessments Periods page where custom assessment periods can be defined.
Job Satisfaction	Moves to the Job Satisfaction page.
Competencies	Moves to the Personal Competencies page
Courses	Moves to the Courses page where skills development courses can be recommended.
Change Tab Order	Moves to Change Tab Order page where the tab order of assessments phases can be defined.
Licence And Statutory Requirements	Moves to the Licenses and Statutory Requirements page where organisational HR policies can be defined.
Position	Moves to the Duties page where staff duties can be defined.
Reporting Year Mapping	Moves to Reporting Year Mapping page.
Staff Classification	Moves to Staff Classification page.
Development Goals	Moves to Development Goals page.

Last revised: November 26, 2017