Plan types for Development Plan
For: Employees, Managers/HRBPs, and Talent Admins using Career Hub Development Plans
Summary/Overview
Development Plans can now be tagged with a Plan Type — General, Role based, Skill based, or a type your organization defines — so it's clear at a glance what a plan is for. Plan completion is also now shown per-plan in its own Progress column, right next to each plan in the list.
What is this feature?
Plan Type (also called plan subtype) is a label on a Development Plan or template that communicates its purpose and can change which fields the creation form asks for. Three types — General plan, Role based plan, and Skill based plan — ship by default; a tenant can rename any of these or add entirely custom types (for example, a "Business Goal" type distinct from a skills-focused "Development Goal" type). The Progress column shows how far along an individual plan is, directly in the plan list, without opening the plan.
Plan Type availability — Plan Types are restricted to Template plans. Employee plans default to General plans, but can be made available to users via the Plan Type configuration.
Why it matters / Benefits
- Clarity at creation — choosing a plan type up front (e.g., Business Goal vs. Development Goal) means the right fields are asked for and the plan's purpose is unambiguous later.
- At-a-glance tracking — the Progress column lets employees and managers scan completion across every plan in the list.
- Consistent labeling — plan type names display consistently everywhere they appear: card selector, filter chips, table column, and plan badge.
- Fewer broken configurations — admins configuring custom plan types get inline validation (duplicate keys, missing labels/descriptions) instead of finding out from a broken employee-facing card later.
- Accessible by design — the plan type selector and the assigned-plans table meet WCAG 2.2 Level A requirements for keyboard operability and screen reader use.
How it works
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Choosing a plan type. When creating a plan or template, if more than one plan type is available to you, a "Choose your plan type" screen shows a card per type — each with a name and short description (e.g., "This can be for anything. Happy learning!" for General plan). Selecting one determines which fields the next step of the form asks for (for example, a Role based plan requires picking a target role). If more than 3–4 types are configured, the cards scroll horizontally. If only one type is available to you, this step is skipped and that type is applied automatically.
"Choose your plan type" card selector on the demo account — General plan, Development Goal plan, Business Goal plan.
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Filling out the plan. Enter the plan title (required), description, and duration. Fields shown here can vary by the plan type chosen in step 1 — the type you picked shows as a badge next to the plan title on this step too.
Plan creation form for a "Development Goal plan," showing the type badge next to the title (Ellie Peregrine's demo account). -
Viewing your plan. Once created, the plan header shows the plan's title alongside a plan type badge and a Progress indicator — "X% Complete" — that starts at 0% and updates as the plan is worked on. Live-verified: the plan type badge shows for every type, including General plan — it is not hidden in this case.
Plan header for "Learning XML" (General plan, 50% Complete) — Ellie Peregrine's demo account.
Plan header for "Demo Plan" (Business Goal plan, 0% Complete) — same account. -
Development Plans list. On the Development Plans tab, each plan's row shows its type and its own Progress bar in a dedicated column, so you can compare completion across all your plans without opening each one.
Development Plans list for Ellie Peregrine's demo account, showing the Plan Type and per-plan Progress columns. -
Templates and assigning to others. Template managers and HRBPs building a Development Plan Template see every configured plan type, including ones hidden from employee self-service, and can publish the template for others to use. Managers assigning a plan to a direct report see the same plan type selector the employee would see.
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Reporting. Plan Type is available as a field in Insights → Data Hub, so HR Admins and Data Analysts can report on how plans are distributed across types.
FAQs
Can I still see a plan's type if I remove that type from configuration later? Yes — existing plans show a neutral fallback label ("Unknown plan type") instead of exposing the raw, no-longer-configured key.
Do I need to turn anything on to get the Progress column? No feature gate is required for the Progress column — it appears purely based on configuration (completionProgressBar in the assignment table's display settings). Ask your Talent Admin to add it if you don't see it yet.
Why can't I change my plan's type after creating it? Individual employee plans don't expose a way to change type after creation — only plan templates do, via a Plan Type dropdown available to template managers.
Will my plan type name show up correctly if my organization uses another language? Configured labels and descriptions pass through translation, but since they come from configuration rather than source code, your admin needs to set up text overrides for each additional language your organization supports.