Profit.co lets HR admins and initiators create an Individual Development Plan (IDP) for high-potential employees directly from the Individual Development Plan page. The plan then moves through coach review before it becomes active for the employee.
⚡ Quick Answer
Go to the Individual Development Plan page → click Initiate → fill in the side panel details → click Send to Coach/Mentors, which puts the IDP into Proposed status. The coach then reviews the details, adds coach/mentors if needed, and clicks Propose IDP to activate the plan. Only HR Admins and HRBPs can later delete an IDP, from the HR Administration page, and deletion triggers a notification to the relevant people.
Table of Contents
What is IDP Initiation in Profit.co?
IDP initiation is the workflow that creates a formal development plan for a specific employee, starting from the Individual Development Plan page under Performance. HR admins and initiators start the plan, and a coach reviews and activates it before the employee sees it.
| Role | What They Can Do |
|---|---|
| HR Admin / Initiator | Click Initiate, enter the required details, and send the plan to a coach or mentor. |
| Coach / Mentor | Review and modify details, add coach/mentors if needed, and click Propose IDP to activate it. |
| HR Admin / HRBP | Delete an existing IDP from the HR Administration page. |
Why IDP Initiation Matters
An IDP recognizes and supports the organization's highest-potential employees, helping them learn recent industry practices and set goals with a wider career perspective. It also gives managers a structured way to coordinate with productive employees and schedule development activities that benefit both the company and the employee.
How It Works (Step-by-Step Guide)
Step 1: Initiate the IDP
- HR admins and initiators open the Individual Development Plan page.
- Click the Initiate option displayed on the page.
Step 2: Submit the Plan for Coach Review
- A side panel opens where you enter the required details.
- Click Send to Coach/Mentors once the details are complete.
The IDP is generated and appears with a "Created" status.
Step 3: Coach Finalizes and Activates the IDP
- The coach modifies the details as needed.
- The coach adds coach/mentors to the plan if required.
- The coach clicks Propose IDP to activate the plan for the user.
Deleting an Individual Development Plan
IDPs can be deleted directly from the HR administration page rather than from the individual plan itself. Deleting a plan automatically sends notifications to the relevant people, and only HR Admins and HRBPs hold this permission; initiators, coaches, and mentors cannot delete a plan once it exists.
Best Practices for Initiating an IDP
- Reserve IDP initiation for employees who show clear potential, so the plan stays meaningful and resourced.
- Enter complete, specific details in the initiation panel to avoid back-and-forth with the coach.
- Assign coach/mentors during the review step so employees get guidance from day one.
- Move plans out of Proposed status promptly so coaches don't leave initiations pending.
- Restrict deletion rights to HR Admins and HRBPs to protect plan history and integrity.
Related Questions
- Who can initiate performance assessments in Profit.co
- How to initiate a Performance Improvement Plan (PIP) in Profit.co
Frequently Asked Questions
No. Only HR admins and initiators can start an IDP; the employee's coach later activates it before the employee is engaged in the plan.
The IDP is generated and moves into "Proposed" status, where it waits for the coach to review, adjust, and activate it.
Only HR Admins and HRBPs can delete a plan, and they must do it from the HR Administration page rather than from the plan itself.
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