This navigation bar feature provides an audit trail, allowing users to view and track the dates of key signature actions and approvals recorded in a performance plan.
Signature History Events for Senior Executives
Plan Creation and Information
- Rating Official, Reviewing Official, administrator or Senior Executive creates the plan
- Administrator updates Part 1. Consultation information from the user profile
- Rating Official, Reviewing Official, administrator or Senior Executive changes the plan status
- Rating Official, Reviewing Official or administrator changes the plan eOPF eligibility
Consultation
- Rating Official signs
- Senior Executive signs
- Rating Official removes signatures
- Senior Executive removes signatures
- Administrator removes signatures
Progress Review
- Rating Official signs
- Reviewing Official signs (optional)
- Senior Executive signs
- Rating Official removes signature
- Reviewing Official removes signature
- Senior Executive removes signature
- Administrator removes signatures
- Administrator advances plan to Part 3. Summary Rating
Initial Rating
- Rating Official signs
- Reviewing Official signs (optional)
- Reviewing Official rejects initial rating (optional)
- Senior Executive signs
- Rating Official removes signatures
- Rating Official removes signatures
- Senior Executive removes signatures
- Rating Official, Reviewing Official or administrator bypasses the Senior Executive signature
- Senior Executive requests a higher level review
- Higher level reviewer completes review
- Administrator removes signatures
Performance Review Board (PRB)
- PRB Chair signs
Appointing Authority signs
Signature History Events for Non-SES
Plan Creation and Information
- Rating Official, Reviewing Official, administrator or employee creates the plan
- Administrator updates Part 1. Employee Input information from the user profile
- Rating Official, Reviewing Official or administrator changes the plan status
- Administrator updates the plan purpose dropdown and/or appraisal period dates after signatures have been applied, regardless of plan status
- Rating Official, Reviewing Official or administrator changes the plan eOPF eligibility
- Rating Official releases the plan to the Reviewing Official
- Rating Official recalls plan from the Reviewing Official
Employee Input
- Rating Official signs
- Reviewing Official signs
- Employee signs
- Rating Official removes signatures
- Reviewing Official removes signatures
- Employee removes signatures
- Administrator removes signatures
- Rating Official, Reviewing Official or administrator bypasses employee signature
Progress Review
- Rating Official signs
- Reviewing Official signs
- Employee signs
- Rating Official removes signatures
- Reviewing Official removes signatures
- Employee removes signatures
- Rating Official, Reviewing Official, or administrator bypasses employee signature
- Administrator advances plan to Part 5. Rating Signatures
Rating
- Employee or administrator releases the self-accomplishment narrative
- Employee or administrator retracts the self-accomplishment narrative
- Rating Official verifies receipt of the employee self-accomplishment narrative
- Administrator bypasses employee self-accomplishment narrative (if required)
- Rating Official overrides a performance element rating
- Rating Official overrides a summary rating
- Rating Official signs
- Rating Official releases plan to employee
- Rating Official signs and releases plan to employee
- Rating Official or employee requests Reviewing Official signature
- Reviewing Official signs
- Employee signs
- Rating Official removes signatures
- Reviewing Official removes signatures
- Rating Official, Reviewing Official or administrator bypasses the employee signature
- Administrator removes signatures
Performance Appraisal Certification
- Performance Appraisal Certifier signs the plan
- Performance Appraisal Certifier bypasses certification signature