To create a performance plan, SES users must first be assigned a completed template by administrators. SES users cannot create plans if assigned to templates that are still being edited or incomplete. Ensuring the template is complete is essential for plan creation.
- Click Admin.
Click Assign SES Template under SES Configuration.
The Administration: SES Configuration page will open. It contains various fields and buttons, each serving a specific function. Below are descriptions to help you understand and use them effectively:
Template (Dropdown) – Allows administrators to select an SES performance plan template. When selected, the employee list refreshes to show only the SES executives eligible for that template.
Show: Unassigned Executives – Displays only SES executives who do not currently have a template assigned, helping admins identify who still needs a template.
Show: Assigned Executives – Displays only SES executives who already have a template assigned, useful for reviewing or updating existing assignments.
Show: All Executives – Displays all SES executives, regardless of whether they currently have a template assigned.
Select User(s) – Checkbox column used to select one or more executives for template assignment.
Name – Displays the executive’s full name.
Email – Shows the executive’s official government email address associated with their USA Performance account.
Organization – Shows the executive’s assigned office, division, or program area.
Supervisory Code – Indicates the executive’s supervisory status or classification code (e.g., SES supervisory status).
Template (Column) – Shows the SES template the executive is currently assigned to, if any (e.g., “Performance Management Agency-2021”).
Assignments Search (Search Bar) – Allows filtering the executive list by name, email, or other identifiers to quickly locate specific individuals.
Search (Button) – Executes the search based on entered criteria.
Reset (Button) – Clears the search and returns the list to the default view.
Select All / Unselect All – Instantly selects or deselects all displayed executives in the list.
Assign Template (Button) – Applies the selected SES template to the selected executives.
Display Records (Dropdown) – Controls how many executives appear per page (e.g., 10, 25, 50).
Pagination Controls (First, Previous, Next, Last) – Allows navigation across multiple pages of executive records.
- Employee names will first populate by those without an assigned template and then by those with an assigned template.
- You may specifically filter to show unassigned executives, assigned executives or all executives.
- Select a template for assignment from the Template drop down. All templates under your purview and all templates associated with parent organizations should appear in the drop down. When you select one, only executives who are eligible to be assigned to that template appear in the table.
Locate the executive(s) for assignment by scrolling or utilizing Search. Select the Select User(s) check box to the left of the executive name(s) for which the template should be assigned.
Click Assign Template at the top of the screen or at the bottom left corner. You will receive a confirmation message.
Assign Employees to SES Templates from Dashboard
The administrator will see a notification in the Tasks Requiring My Attention section showing the number of executives needing assignment to a SES Template. This task links directly to the assignment function and then follow the above steps.
On the Dashboard, find the Tasks Requiring My Attention section. Look for the task and click Assign Executives to SES Template under Admin Tasks.
The Assign SES Template tab will open with the options you need. Follow the steps to select and confirm the correct SES template. Review all details before finalizing to avoid errors.