Talent Management - Development plan - how to un-assign

Hi ​@RRS, Excuse me for the lengthly wait. Please see the detailed answer below. Please let me know if this was not helpful. 

You unassign people from within the Development Plan itself (not from a separate admin-only screen).

1. Open the Development Plan you want to fix.
2. Go to the Stats tab, then open the Employees on plan sub-tab.
3. Select the employee(s) using the checkboxes.
4. Click Unassign selected from plan (works for single person or up to 10 selected people).

If you need to remove more than 10 people

• Apply a search query or filters so that more than 10 employees match. 
• You’ll then see Unassign all matched employees, which removes the plan from everyone matching the current criteria. 

What to expect after unassigning

• Single unassignments are processed immediately; bulk unassignments are queued/async. 
• The initiating admin sees an info bar showing in-progress/completed status.
• If the counts on the page don’t update right away, the UI supports a manual retry/refresh (Solr cache refresh) from that info bar.
• The affected employee receives an “Unassignment” notice email (if notifications are enabled).

Admin settings: enabling the email notification (optional)

If you want the employee unassignment email to send, it must be enabled in base config under:

• base_config > employee > upskilling > notifications and add:

"upskilling_unassignment": { "is_enabled": true }

Permissions / access control

• The system checks the initiator has the required permissions before allowing unassignment.
• For template-based development plans, creating/managing templates requires perm_manage_upskilling_template.