Import Plan from Another Employee Plan

1. When the plan opens, the system will provide the option to import from another employee plan. Click Import from Another Plan.

   

2. The Import from Another Plan opens. Select the employee plan to import and click Preview.

   

3. A preview of the plan will appear. If the plan is accurate, click Yes, Import and Save. If not, click No, Do Not Import.  

   

4. The performance plan will populate, importing the other plan information.
5. 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