Individually assign rating cycle groups

1. Click Admin.
2. Click Manage Users under Users & Permissions.

3. Select the user to assign from the Name column. 

   

4. Select the Performance Plans tab.

5. Select the rating cycle from the Rating Cycle Group drop down under Plan Information.

   

6. Click Save. You will receive a confirmation message.

Individuals with alternate rating cycle groups

If the user requires a different Rating Cycle Group and Template outside of their primary position due to a temporary promotion, detail, or special assignment, you will need to update from the Performance Plans tab to create a new plan.  

1. Click Create New Plan to create a new user plan from profile.

   

2. Select a Rating Cycle Group (preferably the same as the user’s Assigned Rating Cycle) and a Template from the drop down. Click Create New Evaluation. You will receive a confirmation message.