Manage SES Template Progress Review and Rating Settings

The Progress Review & Rating Settings page allows administrators to configure how SES performance plans are reviewed, approved, and rated throughout the performance cycle. On this page, administrators define optional plan fields, the number and approval requirements of progress reviews, and whether reviewing official signatures are required during review and rating phases. These settings ensure that SES performance management processes are consistent, compliant, and aligned with agency governance and oversight requirements before templates are finalized and used.

To manage the SES template Progress Review and Rating Settings, access Admin on the top navigation bar. Click Manage SES Templates under SES Configuration. The Manage SES Template page will open. Click the Template Name to edit the SES template from the Template Name column. 

Edit Progress Review and Rating Settings

1. Click the Progress Review & Rating Settings tab.
2. The SES Progress Review & Rating Settings page will open.

Update Optional Fields

Admins will review and determine the optional fields selections according to their agency’s policy.

1. Under Optional Fields, indicate if the Plan Purpose field should show on the plan. Also, indicate if Executives are allowed to edit Part 8. Agency Use field.

Update Progress Review Settings

Admins will review the number of progress reviews and determine if the Reviewing Official signatures are required during the Progress Review according to their agency’s policy.

1. Under Progress Review Settings, the Number of Progress Reviews will default to 4.
2. Click No, Optional or Yes, Required for Are Reviewing Official signatures required for Progress Reviews?

Update Rating Settings

Admins can determine if Reviewing Official Signatures are optional or required during the rating phase according to their agency policy.

1. From under the Rating Settings, click No, Optional or Yes, Required for Are Reviewing Official Signatures required in the Rating Phase?
2. Verify that the Level Names and Level Descriptions match those described in your agency SES policy. Make any necessary edits. Click Save.

3. Click Yes, Save to confirm your action. You will receive a confirmation message.

4. Click Finalize Template to enable the SES plan creation.

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