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User Guide: Manage Journeys – How to Create & Allocate a New Journey in Performance

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1 – Create new journey

1.1 – Select Performance from the Prosper EX menu

1.2 – Click ‘Actions’

1.3 – Click ‘Manage journeys’

1.4 – Click ‘Add new journey’

1.5 – Name and add competencies for the new Journey then save

2 – Create prebuilt journey and allocate

2.1- Create and allocate prebuilt career Journey. Select Performance and the employee, click ‘my journey’ then ‘+new journey’

2.2- Select the prebuilt Journey from the drop-down box or create new journey here

2.3- Add due dates and tracking status

2.4- Can add competencies if required

Multiple Competencies can be added by selecting + New Competency

Multiple journeys can be added by selecting + New Journey

2.5- Tracking Slider auto updates as competencies are completed. Employee and manager can communicate through messaging throughout the timeframe of the journey

3 – Journey flows into P&SF

3.1- Journey flows into P&SF

3.2- If journey is complete it will read in green

1 – Create new journey

1.1 – Select ‘Performance’ from the Prosper EX menu list

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1.2 – Click ‘Actions’

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1.3 – Click ‘Manage journeys’

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1.4 – Click ‘Add new journey’

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1.5 – Name the Journey and add all relative competencies required, by clicking ‘Add competency’ to achieve the Journey, then click save

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2 – Create prebuilt journey and allocate

2.1 – In the Performance menu select your chosen employee by clicking on their name then click ‘My Journey’ then ‘+ New Journey’

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2.2 – Select a prebuilt Journey from the dropdown box, add tracking status/ due dates or comments to the journey and competencies. Or create new by filling in the data fields

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2.3 – All competencies are saved if prebuilt. Just add the due dates and status for the Journey and the relevant competencies and click save

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2.4 – All competencies are saved if prebuilt but you can add additional. If new, once save is selected you can build out your competencies for this Journey by selecting +New Competency

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2.5 – Tracking Slider auto updates as competencies are completed, commentary between employee and manager for each journey or competency can be added in the comment icon

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3 – Journey flows into P&SF

3.1 – The employees New Journey will flow through to P&SF

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3.2- If journey is complete it will read in green. By Clicking on the journey it will open the performance overview

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