How to Create an OJT Session in a Development Plan

You can add on-the-job training (OJT) sessions as a task in a new or existing development plan, a plan template, a draft plan.

Users with the following permissions and roles can add an OJT training session task:

  • Account Owner

  • Account Administrator

  • Users with custom roles that include the “Create and assign development plans” and “Fill out observation checklists” permissions

  • Supervisor and Functional Manager

Here are the steps to take:

  1. Go to the Checklist tab in the plan.

  2. Click Add Task > OJT Training Session.



  3. In the pop-up window, select the observer for the session, the observation checklist, and the date and duration of the session. Click on Continue.

    OJT sessions in "Development Plans" can only be scheduled, not started immediately.




  4. Add instructions for the task and click Create Task.



    Done! The session is now part of your development plan and will also appear in the On-The-Job Training section.

Tasks with Deleted OJT Sessions

If an OJT Session is deleted from the On-the-Job Training section, the task linked to it will still remain in the development plan. This task can’t be completed but will still affect the plan’s progress. As a result, the plan won’t be marked as Completed.

To resolve this, remove the task linked to the deleted OJT Session from the development plan. If needed, create a new task with a new training session.


Tasks Without Assigned Observers

If a session has no observer, the system displays a warning message. This can happen if the observer was deleted, deactivated, or not included in the template. To save and assign the plan, add a new observer.