Import Plan from Previous Year

1. When the plan opens, the system will ask if you want to import from a previous performance plan.

2. A preview of the plan will appear. If the plan is accurate, click Yes, Import and Save if you want to use the plan from the previous performance cycle. If not, click No, Do Not Import.

   

3. The performance plan will populate, importing the previous plan information.
4. Review the plan, edit as applicable and click Save.

What's Next: 
Once your plan is created, you'll be prompted to add elements. → Adding and Editing Performance Elements