Below are the descriptions of the Plan Statuses and Non-SES and SES Phases that may be included on the Performance Plan Progress Report.
Plan Status
| Plan Status | Description |
|---|---|
| Not Started | Identifies a performance plan that has not been started. |
| Active | Identifies the active performance plan in a particular rating cycle. |
| On Hold | Available for employees who will be away from the office for an extended period of time or in cases where an employee needs to be put on another performance plan. Common examples include details, PIPs, and military leave. |
| Completed | Generated once a performance plan has been completed through the rating phase. |
| Closed | Closes a plan when an employee no longer needs to be on that particular performance plan or no longer requires a plan. Common examples include when an employee is assigned to an incorrect template, departs the agency or does not require a rating (less than 90 days in the position). |
| Under Review | Prevents the submission of a completed plan to eOPF at the end of the rating cycle. |
| Unrateable | Identifies that a performance plan does not require a final rating. Performance plans marked with this status will transmit to eOPF at the end of the cycle. |
Non-SES Phases
| Phases | Description |
|---|---|
| Create Plan | The template has been assigned, but plan has not yet been created. |
| Planning – In Progress | The plan has been created, but no signatures have been applied. If Reviewing Official signature is required and Rating Official has released the plan to the Reviewing Official, then the Reviewing Official may sign. |
| Planning – Reviewer Signed | Reviewing Official signed in planning, and Rating Official signature is pending. This applies where Reviewing Official signature is required in planning. |
| Planning – Rater Signed | Rating Official (and Reviewing Official, if required) signed in planning, and Employee signature is pending. |
| Monitoring – In Progress | All users signed and accepted the plan in planning. The Rating Official should initiate the progress review process by signing in Part 2 during the progress review period. |
| Monitoring – Rating Official Signed | Rating Official signed the progress review and Employee signature is pending. Parenthetical appendage (e.g., Q1 or Q2) indicates which progress review was signed if more than one is required. |
| Monitoring – Employee Signed | Employee signed the progress review, but one or more further reviews are still required by the template. Parenthetical appendage (e.g., Q1 or Q2) indicates which progress review was signed if more than one is required. |
| Rating – In Progress | All required users signed in monitoring, and optional or required self-accomplishment narratives and/or final ratings are pending. |
| Rating – Rating Official Signed | Rating Official rated and signed the plan. If Reviewing Official signature is required, than Reviewing Official signature is pending. |
| Rating – Reviewer Signed | Rating and Reviewing Officials signed. If Rating Official has released the rating to the Employee, then the Employee may sign. |
| Rating – Completed | All signatures have been applied and the plan is complete. |
SES Phases
| Phases | Description |
|---|---|
| Create Plan | The Agency performance management cycle is released, but plan has not yet been created. |
| Planning – In Progress | The plan has been created, but no signatures have been applied. Rating Official signature is pending. |
| Planning – Rater Signed | Rating Official signed and Executive signature is pending. |
| Monitoring – In Progress | The Rating Official and Executive both signed and accepted the plan in planning. The Rating Official should initiate the progress review process by signing in Part 2 during the progress review period. |
| Monitoring – Rating Official Signed | Rating Official signed the progress review, and Executive signature is pending. Parenthetical appendage (e.g., Q1 or Q2) indicates which progress review was signed if more than one is required. |
| Monitoring – Executive Signed | The Rating Official and Executive signed the progress review, but one or more further reviews are still required by agency settings. Parenthetical appendage (e.g., Q1 or Q2) indicates which progress review was signed. |
| Rating – In Progress | All required users signed in monitoring and narratives and/or ratings are pending. |
| Rating – Rating Official Signed | Rating Official rated and signed the plan. If Reviewing Official signature is required, than Reviewing Official signature is pending. |
| Rating – Reviewer Signed | Rating and Reviewing Officials signed, and Executive signature is pending. |
| Rating – Executive Signed | This status indicated that either the Executive signed, the Executive’s signature was bypassed, HLR pending, HLR complete or the PRB is pending. |
| Rating – PRB Signed | PRB signed and Appointing Authority signature is pending. |
| Rating – Completed | All signatures have been applied and the plan is complete. |