Creating a Training Plan

Creating a Training Plan

Document number: 18221

Follow the instructions below to create a Training Plan using PeopleSoft University's Training & Development Plan Builder.

Note: The Training & Development Plan Builder is currently for full-time employees only. Contractors should track their training and development manually.

Open Internet Explorer and log in to Planet PeopleSoft. For more information, see Eureka! document 15270 — How to log on to Planet PeopleSoft.
Locate Planet Navigator on the left side of the screen. Under Employee Resources, click Training (PSU).
Click Training Plans & History.
Under Creating a Training Plan, click the select a school link and select your school.
Click create your training plan.
Select your Job Family
Select your Job Role.
A list of core training courses will appear. These courses are required for your job role. Deselect (uncheck) any courses that you have already completed. Click the Course Title to view the course description or click Launch to launch the course (you may be prompted to log in to the training site that hosts the course). If you would like to schedule a training course, enter a Target Date. When you have finished reviewing your core courses, click Next.
A list of optional (specialty) training courses will appear. (If no courses appear, then specialty training courses have not been designated for your job role.) Deselect any courses you don't wish to take and enter Target Dates, then click Next.
A list of optional general business and personal development courses will appear. Click the navigation arrow next to a training category to see additional categories or Course Titles. Deselect any courses you don't wish to take and enter Target Dates, then click Next.
The Custom (External) Training screen will appear. Click Add Training to enter any third party training courses (except SkillSoft and DigitalThink). Click Next.
Your Plan Preview will appear. If you would like to remove a course from this list, click Delete or click Previous to return to the previous screens and modify your training plan.
Click Download Plan.
Enter your employee ID, then click Save Training Plan.

Note: if you have previously created and saved your training plan, clicking this button will overwrite your existing training plan. If you would like to view or update your existing training plan, not overwrite it, click the PSU Database link at the bottom of the page.

Click OK to confirm that you would like your training plan saved.
If you'd like to download your personalized training plan to your local harddrive, follow the instructions below:

Click the Download link at the bottom of the page.
The File Download window will appear. Select the option to Save this file to disk and click OK.
The Save As window will appear. Select a download location. The recommended, and default, download location is the employee desktop.
Click Save.

Click Finish to see additional instructions.

If you are unable to locate your Job Family or Job Role, or if you have questions or concerns about the courses defined for your Job Role, contact the business unit contact listed in the "About Us" section for your school.