Throughout the rating cycle it may be necessary to add administrative notes or feedback from other sources to a user’s plan, to retract notes that have been released or delete notes.
To Create Notes
- Open the performance plan.
- Click Notes on the plan navigation bar.
- Notes for [employee name] will open. Copy and paste using Ctrl C and Ctrl V or type directly in the text box. There are no character limit restrictions.
To keep the note private, click Save. To release this note, check Release this performance plan note and click Save.
Click Yes, Release Note to release the performance plan note.
The note will be released with the author’s name, date, time, and status.
Delete Notes from a Plan
Administrators can delete notes from an Executive’s plan. Deleted notes are permanently removed and cannot be recovered. Exercise caution and confirm the note is no longer needed before deleting to prevent accidental data loss.
- Open the performance plan.
Click Notes from the navigation bar to view evaluation notes.
An administrator can view all evaluation notes. To delete a note, click Delete corresponding with the note to be deleted.
Click Yes, Delete Note to delete the note. The note will erase from the system and not be recovered.
Retract Notes from a Plan
Administrators can retract from an Executive’s plan. The retracted note can be released again later as needed. Retracting makes the note viewable only to the administrator and the author of the note.
- Open the performance plan.
Click Notes from the navigation bar to view evaluation notes.
An administrator can view all evaluation notes. To retract a released note, click Retract. The retracted note can be released again later as needed. Retracting makes the note viewable only to the administrator and the note author.
Click Yes, Retract Note to retract the performance plan note.
- The note will display a Not Released status.