To batch assigned rating cycle groups, access via Admin on the top navigation bar. Click Assign Rating Cycle Groups under Users & Permissions. The Assign Rating Cycle Groups tab will open. Here are the fields and descriptions for the Assign Rating Cycle Groups screen in USA Performance:
Filters & Selection Controls
Rating Cycle Group (Dropdown): Allows administrators to select which rating cycle group (e.g., Fiscal Year Cycle, Calendar Year Cycle) will be assigned to selected employees.
Show: Employees Without Rating Cycle Group: Displays only employees who currently do not have a rating cycle group assigned.
Show: Employees Assigned a Rating Cycle Group: Displays only employees who already have a cycle group assigned.
Show: All Employees: Displays all employees, regardless of assignment status.
Search (Field + Button): Allows searching employee records by name, email, or other attributes.
Reset (Button): Clears the search criteria and restores the default view.
Select All / Unselect All (Buttons): Quickly selects or deselects all employees currently displayed in the list.
Employee Table Columns
Select User(s): Checkbox column used to select one or multiple employees for assignment to the chosen rating cycle group.
Name: Displays the employee’s full name.
Organization: Shows the employee’s assigned office, work unit, or organizational subdivision.
Series and Grade: Indicates the employee’s pay plan, occupational series, and grade level (e.g., GS-0304-12, ES).
Rating Cycle Group (Start Date – End Date): Displays the currently assigned rating cycle group for each employee, including the cycle’s date range.
Page Controls
Display Records (Dropdown): Specifies how many employee entries to display per page (e.g., 10, 25, 50).
Pagination Controls (First, Previous, Next, Last): Enable navigation across multiple pages of employee entries.
Action Buttons
Assign Rating Cycle (Button): Assigns the selected rating cycle group to the employees selected in the table.
Return to Admin Home (Button): Returns the user to the main Admin Home screen without applying changes.
Steps for Assignment
- Once you review the fields, you may specifically filter to show users without a rating cycle group, employees assigned a rating cycle group, and all employees.
- Select the rating cycle group from the Rating Cycle Group drop down.
- Select the Select User(s) check box to the left of the employee's name(s) for which the rating cycle should be assigned.
- Click Assign Rating Cycle. You will receive a confirmation message.
Assign Employees to Rating Cycle Groups from Dashboard
The administrator will see a notification in the Tasks Requiring My Attention section showing the number of employees needing assignment to a Rating Cycle Group. 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 Employees to Rating Cycle Groups under Admin Tasks.
- The Assign Rating Cycle Groups tab opens the interface to assign rating cycle groups. Follow the steps to select, verify, and link each group correctly to complete the assignment process.