The Rating Official must document a minimum of four performance discussions with the Senior Professional (SP) during the appraisal cycle. The Rating Official may enter an optional Progress Review Narrative, which becomes visible to the Senior Professional after the Rating Official signs in the Progress Review section.
- To open a professional's plans, from the Dashboard page, click View My Employees' Active Plans.
- The Performance Plans page will open filtered to show active Senior Professional’s plans.
- Click the appropriate Senior Professional’s name to navigate to the plan.
- The plan will open. Navigate to the Progress Review menu.
Note: You may review each critical element before discussing with the Senior Professional. Click Critical Element 1 through 5. Click Next to move to the next element
- Once the critical elements are reviewed, click Next from the critical element, or click Progress Review Narrative in the navigation bar.
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The Progress Review Narrative page will open. There will be four optional narratives to complete for each mandatory signature. Click Edit Narrative.
- Enter the narrative in the Edit Progress Review Narratives text box.
- Click Save Narrative to save changes.
- Click Save Narrative & Close to save the narrative and close the modal.
- Click Close Without Saving to exit the modal.
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The narrative will display. Click Next to proceed to the Review and Sign page.
- Repeat the above steps to enter a new narrative when it’s time to sign the other mandatory progress reviews.