Sign a Performance Plan in the Planning Phase

1. The Rating Official must first release the plan to the Reviewing Official for the dashboard to update with the signature task(s).

2. From the Dashboard page, click Sign [Year] Plans as Reviewing Official. The task will indicate if it is optional.

   

3. The Performance Plans page will open filtered to show employee plans available for signature.

4. Click the appropriate employee’s name to navigate to the plan.

   

5. The plan will open. Click Employee Input from the navigation bar or scroll to Part 1. Employee input. 

6. Click Sign in Part 1. Employee Input.

   

7. You will be asked to confirm your action. Click Yes.

   

8. Your signature now shows on the plan, and the Rating Official will receive a notification to sign the plan.

What's next:

1. If you need to remove your signature, see: → Remove Signature as a Reviewing Official
2. If needed, you may bypass the Employee signature; see: → Bypass Employee Signatures
3. Once the necessary signatures have been added, the plan progresses to the next phase. To sign in the next phase, see: → Signing Progress Review