Bypass Progress Review to advance to Rating Phase

Administrators may advance performance plans to the rating phase after the final signatures are applied for all required progress reviews. If necessary, administrators may bypass the progress review(s) to move the plan to the rating phase without required signatures. Administrators can reverse the action to Bypass Progress Review if necessary

1. From the Dashboard, navigate to Performance Plans, select SES from the Plan Type dropdown menu, search for the user by name and open their plan. 

2. Click Progress Reviews or navigate to Part 2: Quarterly Progress Review. Select "Bypass Progress Review."

   

3. Click Yes, Bypass Progress Review to confirm the action.

   

4. Your action will be documented. 

   

   5. If you need to undo this action, you may select "Return to Progress Review" and confirm your choice. 

After selecting "Yes Return to Progress Reviews", the confirmation message will display. 

Note: If the plan has multiple progress reviews, you will be prompted to bypass each one individually, following the same steps above, before the option to Bypass Progress Review 2 and subsequent Reviews will display.

After successfully bypassing the first Progress Review, the next option to bypass will display, and the steps will be repeated.