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  1. USA Performance
  2. Non-SES/SP
  3. Planning Phase

Planning Phase

The planning phase of performance management establishes clear, measurable performance expectations and critical elements that align an employee’s work with agency mission and strategic goals at the beginning of the appraisal period.

Creating Plans

Employees, administrators, and rating officials can create new employee performance plans.

  • Overview of Non-SES/SP Performance Plan
  • Create a New Performance Plan
  • Import Plan from Previous Year
  • Import Plan from Another Employee Plan
  • Adding and Editing Performance Elements
  • See all 6 articles

Employee

  • Reviewing the Plan
  • Signature Process in the Planning Phase
  • Removing Signatures

Rating Official

  • Review the Plan as a Rating Official
  • Navigate between between employees' plans
  • Rating Official Process for Required or Optional Reviewing Official Signature
  • Rating Official Process in Absence of Reviewing Official Signature
  • Removing Signatures
  • See all 6 articles

Reviewing Official

  • Sign a Performance Plan in the Planning Phase
  • Remove Signature as a Reviewing Official
  • Bypass Employee Signatures
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