Review the Plan as a Rating Official

1. From the Dashboard page, click Sign [Year] Plans as Rating Official.

   

2. The Performance Plans page will open filtered to show active employee plans.

3. Click the appropriate employee’s name to navigate to the plan.

   

4. The plan will open.

5. Review the plan including Part 1. Employee Input. 

   

6. Review and if applicable, edit Part 7. Performance Elements. 

   

   Review Documents

7. To view or attach any supporting documents, click Documents on the navigation bar or scroll to Employee Documents. Additional documents are not required. Click Add Document. Continue to upload the documents from your files. 

   

   

   Review Notes

8. Click Notes on the navigation bar.

   

9. The Notes box will open, and any previously provided notes will be available. You may also add additional notes and release to the plan. Click Save. 

   

What's next:

After reviewing, you may sign the plan and progress it to the next phase for employee signature. For more on signing, see: → Rating Official Process in Absence of Reviewing Official Signature

• If you'd like to navigate between employee plans: → Navigate between between employees' plans
• For more on the process of required or optional Reviewing Official's Signatures, see: → Rating Official Process for Required or Optional Reviewing Official Signature
• If you need to remove your signature, see: → Removing Signatures
• If needed, the Rating Official is able to bypass the Employee Signature. See: Bypass Employee Signatures
• If you're the Reviewing Official → Sign a Performance Plan in the Planning Phase
• Not sure which applies? Check your agency's plan-signing policy.