Signing the plan in the Rating phase

The Rating Official must sign the rating first for the dashboard to update with the signature task(s).  

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

   

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

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

   

4. The plan will open.

5. Click Rating Signatures or scroll to Part 5. Rating Signatures.

   

Sign the Plan 

1. If you choose to sign, click Sign in Part 5. Rating Signatures.

   

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

   

3. Your signature now shows on the plan, and the performance plan returns to the Rating Official to release to the employee.

Reject the Plan 

1. If you choose to return the rating to the Rating Official for changes, click Reject.

   

2. Enter a rejection reason and click Yes, Reject. The plan will return to the Rating Official.

   

    

What's next:

• After you sign, the plan returns to the Rating Official to release to the employee. The employee will then receive a notification to sign. See: → Sign Your Performance Plan Rating (Employee)
• If you reject the plan instead, it returns to the Rating Official for changes. See: → Rating Official Process when Reviewing Official Signature is Required or Optional
• If the employee's signature needs to be bypassed, see: → Bypass Employee's Signature in Rating Phase (Reviewing Official)
• To remove signatures if needed, see: → Removing Signatures