Add Additional Performance Elements

1. If policy allows, you may edit or add to the pre-populated performance elements. Click Edit in Part 7. Performance Elements to make changes.

   

2. If policy allows, you may add performance elements. On the Edit Performance Elements page, click Add Performance Element.

   

3. Click the appropriate Element Name to view the element text.

   

4. The element text opens. Click Close.

   

5. Click Add to Plan associated with the performance element to add.

   

6. If available, edit Element Text as needed.

   

7. If policy allows, you may select the element type as critical, non-critical or additional.

   • Critical: Element rating affects the summary rating, and a Level 1 rating automatically results in a Level 1 summary rating.
   • Non-Critical: Element rating affects the summary rating, but a Level 1 rating does not automatically result in a Level 1 summary rating.
   • Additional: Element rating does not affect the summary rating. Select this option only if your agency's Performance Management policy allows.

   Note: If the element settings are grayed out, the agency policy dictated the pre-populated settings and will not be editable.

   

8. Use the drop down to select one or more strategic goals. Click Add Strategic Goals.

   

9. If any strategic goals were pre-populated on the performance plan, those goals will remain at the top of the goal list. Use the Goal Order arrows to change the order of only the added strategic goals. If a goal was mistakenly added, click Remove Goal. You will be asked to confirm the action.

   

10. Click Next.
11. Review, add or edit standard text as your agency policy allows. Repeat for each level.

12. You will return to the Edit Performance Elements page and will repeat the process for additional element changes.

    Note: Any performance element assigned as Additional will show a red exclamation icon.

    

13. Click Next.

14. If you need to remove an element previously added, click Remove from Plan. You will be asked to confirm your action. Click Delete to confirm.

    

    Edit Performance Element Weights 

15. If policy allows, you may edit performance element weights. Type the appropriate Weight (%) associated with each element within the given range. All weights must total 100.

    

    Complete Performance Elements

16. After all elements have been accurately developed in the plan, click Save & Exit.

    

What's next:

• If you're the Employee → Reviewing the Plan
• If you're the Rating Official → Review the Plan as a Rating Official
• If you're the Reviewing Official → Sign a Performance Plan in the Planning Phase
• Not sure which applies? Check your agency's plan-signing policy.