From the Dashboard page, click View My Employee’s Active Plans.
- The Performance Plans page will open filtered to show active executive plans.
Click the appropriate executive’s name to navigate to the plan.
- The plan will open.
- Click Progress Review or scroll to Part 2. Quarterly Progress Review. There will be four progress reviews displayed.
For Progress Review [Number], click Progress Review Notes.
Add the note in the Progress Review Notes for [Executive] text box. Select the appropriate quarterly progress review from the Associate this note with drop-down menu.
- Once a note is saved, you have the following options:
- Click Save if you would like to save this note, without releasing, and add another.
- Click Save Note and Close if your notes are complete.
- Click Close to close the text box.
If you would like to release the note, select the Release this note to the Executive checkbox once a note is entered or click Release next to a saved note. Click Save.
A confirmation message will appear. Click Yes, Release Note.
If the note was mistakenly released, you may retract the note. Click Retract. To confirm your action, click Yes, Retract Note. You may release this note again later if needed.