How do I create a Study Plan for my employee?

To create a Study Plan for your employee:

  • Click the ellipsis next to the individual's name and select Create Study Plan.




  • Enter the Study Plan Name, Start Date, Target Completion Date, End Date, and Institution
  • After clicking Create Plan, verify whether the employee was assigned a Career Advisor.
  • Be sure to use the Update button in each section to ensure your changes are saved in the system.
  • Once you have filled out the required fields and reviewed the information, click Employer Acceptance to submit the proposed Study Plan to your employee for their approval.

Remember to regularly revisit the study plan to modify and update milestone progress when required.


Additional articles:

What is a study plan?

What are milestones?

What do I do if my employee already has a study plan?


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