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From the homepage, click the performance planning task for your employee. It should be titled “[2020-2021] Performance Planning Checklist for [Employee Name].”
From the overview screen, read the directions and click “Get Started.”
You now have the option to create a plan. If you have any pre-existing goals within the current review period date range, they will show up here. You can also add new goals using the Add Performance Plan button in the upper right corner. When adding goals, you can follow steps for Creating a Goal.
Once you’ve added all goals for the employee, click the Save and Continue button.
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If you choose to add goals inside the performance plan, please ensure that all dates are in the CURRENT cycle. If this is not taken into consideration, the goals will be lost. If you are editing a goal as a supervisor, make sure that you are APPROVING the new goals within the task or the goals will be lost. |
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You should already see the Core Competencies listed here. All employees will have core competencies added before the performance planning task is pushed to users.
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