Employees, and rating officials can create new employee performance plans or import plans from a previous year if certain conditions are met (See: Import Plan from Previous Year). This includes having an active plan the previous rating cycle.
Rating officials can also create new employee performance plans by importing plans from another employee if certain conditions are met (See: Import Plan from Another Employee Plan). For rating officials, this includes both employees reporting to the rating officials.
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From the Dashboard page, click Create [Year] Plans. This may appear below My Active Plans or My Employees’ Plans depending on your role. Employees developing their own plan should proceed to step four below.
- For rating officials, the Performance Plans page will open filtered to show employee plans available to create.
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Click Create Plan next to the employee's name. You will be asked to confirm your action. Click Yes, Create Plan.
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The plan will open. To develop the plan, either follow guidance to import plan information from a previous year, import plan from another employee, or proceed to editing current performance elements.
What's Next:
When creating a new plan, you will be prompted to import from a previous plan or another employee.
- You can import from a previous plan→ See Import Plan from Previous Year
- Or if certain conditions are met, from another employee→ Import Plan from Another Employee Plan