From the Dashboard page, click Create [Year] Plans from My Employees’ Plans.
The Performance Plans page will open filtered to show executive plans available to create. Click Create Plan to navigate to the plan. You will be asked to confirm your action.
- The plan will open.
Officials may navigate between executives to create plans. To navigate from one executive plan to the next, select the next executive plan to create from the drop down at the top of the navigation bar and click Create Selected Plan.
- A confirmation appears, click Yes, Create Plan. The selected performance plan will open.
- Review the plan and edit as applicable.