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The Office of Human Resources and the Digital Accessibility Office have partnered to create a step-by-step guide on adding a Digital Accessibility Development Plan for your employees. This template offers a suggested plan title, description, and objectives (both training and action steps). The manager can assign the plan to multiple employees on their team. Each employee may then register themselves for training, which, when completed, will appear on their transcript. The manager also may adjust the plan based on their employee’s roles and responsibilities.

Step 1: Navigate to Performance – Development Plan from the Carolina Talent Home

Step 1 Screenshot of Carolina Talent Home page with the drop down for 'Development Plan' indicated with a red arrow and grey background

  • The platform offers many ways to get to the Performance Module. In this guide, we suggest that the manager enter the Development Plans area through the dropdown menu on the Home page.
  • Select Performance > Development Plan.
  • After clicking on this menu selection, a new screen will open to a list of development plans.

Step 2: Create a New [Development] Plan

Step 1 Screenshot of Carolina Talent Home page with the drop down for 'Development Plan' indicated with a red arrow and grey background

  • Select the blue Create New Plan button.
  • After clicking on this button selection, a new screen will open to a blank development plan.

Step 3: Draft Plan with Provided Digital Accessibility Template

Step 3 screenshot of the 'Create a Plan' section of the plan. Red arrows indicate the input area for 'Plan Title*' and 'Description'. The typed text in the input boxes, indicated by red square box outline, are the same as the suggested language in the bullet points below image.

  • On this screen, the managers can add a Plan Title and Description of the Plan to the labeled input boxes. The Digital Accessibility Office has offered the suggested language below.
    • Plan Title: Digital Accessibility Awareness and Best Practices
    • Description: This development plan aims to increase awareness around the best practices of Digital Accessibility. Digital Accessibility is an important step for ensuring that our communication at Carolina is inclusive to all audiences. This plan can include training (instructor-led or online), reviewing policy, using services, and exploring resources available through the Digital Accessibility Office.

Step 4: Add a Development Objective (section just below description box)

Step 4 screenshot of Development Objectives section indicated by red square outline. A red arrow is pointed at a grey 'Add Objective' button.

  • After adding type text to the input boxes, Managers will need to scroll down the screen to the Development Objectives section.
  • Select the grey Add Objective button. After clicking on this button selection, a new screen will open to the section to input objectives.

Step 5: Draft Objective Title and Select Type of Learning and Development

Step 5 screenshot is of the 'Add Development Objective section'. Red arrows indicate the input box for 'Objective Title' and Learning and Development section. The typed text in the input box, indicated by red square box outline, are the same as the suggested language in the bullet points below image. A red box square also outlines 'Search for Learning' grey button.

  • On this screen, the managers can add an Objective Title to the input box. Again, the suggested language is below.
    • Development Objective (Training) Title: Introduction to Digital Accessibility Core Skills
  • Next, Select the grey Search for Learning button. After clicking this button selection, a new screen will open to a list of training found in Carolina Talent.
  • *Optional action not shown:
    • Select the grey Add Development Action button. After clicking the button selection, a new slide side window to the user’s left will open to draft a Description of the development action step.
      • Suggested Language: [Development Action] Description: Review Digital Accessibility Policy, provide best practices to your supervisor based on resources used by Department/School.
    • Choose a Due Date.
    • Select the blue Done button.

Step 6: Add Digital Accessibility Learning to New Objectives

Step 6 Screenshot is of the 'Add Learning to New Objective' section. Red arrow indicates a search bar with the type text 'Digital Accessibility' in a red square outline. Another red arrow indicates 'Digital Accessibility Awareness' event, outlined with a red square. Lastly, a red arrow indicates 'Return to Objective'.

 

  • On this screen, the managers will input Digital Accessibility into the Search Bar and Press Enter. The manager should consider Digital Accessibility Awareness as the learning objective.
  • Select Add to Objective. Other objectives can be selected based on the employee roles.
  • After completing selections, Select the blue Return to Objective button.
  • NOTE: Adding training to a performance plan doesn’t assign it to your employee in Carolina Talent. To get the training on the employee’s transcript, the employee needs to register for or launch the assigned training. They can also save the training for later.

Step 7: Accept Development Objective, Add Due Date, and Return to Plan

Step 7 screenshot of the 'Add Development Objective' section. This time, the managers selection for Digital Accessibility Awareness learning is outlined in a red square. A red arrow indicates the 'Due Date' box to be completed. Another red arrow indicates the 'Save and Return to Plan'.

  • On this screen, the manager will see the learning objective(s) listed. The system requires a Due Date. Managers can use the default of a year from creating the objective or select a different date.
  • Select the white Save and Add Another button or the blue Save and Return to Plan button.

Step 8: Create Assignment for Plan

Step 8 screenshot is back at the development plan screen with the 'Assignments' section outlined in red square. Several radio and selection check boxes are on the screen. 'My Team' radio button is highlighted. This action caused 'Include Self' check box to appear. All check boxes are selected including the blurred team members check boxes, 'Include subordinates' check boxes and 'Designate this a the primary Plan for assignees' is checked. A red arrow indicats 'Submit Plan'.

  • On this screen, the manager is now back at the Development Plan from Step 3 and can select Assignment of the plan. In this example, the manager selected all team members and their subordinates to be assigned this development plan.

Questions?

If you have any questions about this process, contact digital_accessibility@unc.edu.