Administrators can copy existing Non-SES performance plan templates to be used in subsequent performance cycles. This can be done when a template is applicable in its entirety or requires some customization.
- Click Admin.
- Click Manage Non-SES Templates.
- The Manage Non-SES Templates tab will open and default to display Templates I Can Edit in the top left corner. This will show all templates you have access to editing. These are also the templates you will have the ability to copy.
Click the Template Name you want to copy.
The View Template tab will open. Click Copy Template in the top right corner.
A message will appear. Click OK to copy the template.
The new template is created with the original name plus COPY at the end. Modify the Template Name as needed.
- Follow the Template Wizard step by step, adjusting settings to fit your needs. Review each option carefully. When done, click Finish to save your new template.