Users can have multiple performance plans in one or more rating cycles. The multiple plans feature works in tandem with the rating cycle groups and plan status features to allow users to reflect details, changes in performance plans, or any other related practices that may occur during the rating cycle. To keep with best practices, a user can only have one active plan per rating cycle group per year.
To create a new plan, all other plans assigned to the individual in the same rating cycle group and year should be in an On Hold, or Closed status. If the Performance Plans tab does not prompt for a new plan to be created, the administrator can initiate a new plan from the user’s profile.
- Click Admin.
Click Manage Users under Users & Permissions.
The Manage Users page opens. There are filters to refine your search. From the Pay Plan drop down menu, select SL, ST, and/or SQ. Click Filter. The search results will display.
Select the user from the Name column.
- The Personal Information tab will open. Click Performance Plans tab.
Click Create New Plan under Plan Information.
Select the Rating Cycle Group from the drop down. The template field will default to the correct template. Click Create New Evaluation.
The Senior Professional’s plan will populate. Click View to open the plan.