Performance Planning and Management
Help
Copying a Performance Plan
Use the Copy Existing Performance Plan
page to create a new performance plan by copying the
job duties, goals and measures from an existing plan.
Non-Supervisory Employees
May only copy their own plans.
Supervisors
May copy a plan from any of their employees
to any of their employees.
The following items are copied over from the existing plan:
Job Duties (weights if any)
Goals
Measures
General information and and Behavioral factors are not copied
from the existing plan. This information is gathered from the
system.
Follow the steps below to access the Copy utility:
Non-Supervisory Employees
Select the plan you wish to copy by clicking the
radio button corresponding to that plan.
Click on the Copy Plan button found on the
Performance Planning page.
Continue with the Finishing Up steps below.
Supervisors
Go to the Performance Planning page for
the person whose plan you wish to copy.
Select the plan you wish to copy by clicking the
radio button corresponding to that plan.
Click on the Copy Plan button.
Select the staff member that you wish to copy
the plan to by clicking on the radio button
corresponding to that staff member. Press the OK button
to continue.
Continue with the Finishing Up steps below.
Finishing Up
Verify the employee and position data as well
as the information about the plan you are copying from.
Then enter the following information needed for the new plan:
Reason
Click the radio button corresponding to the
type of plan that you are creating. This will default
to 'Annual'.
Start Date
Enter the beginning date for the appraisal period
using mm/dd/yyyy format (eg: use 5/1/2000
as the start date when creating a new annual plan
for fiscal year 2001).
End Date
Enter the end date of the appraisal period using
mm/dd/yyyy format (eg: use 4/30/2001
as the end date when creating a new annual plan
for fiscal year 2001).
Click on the OK button to copy the performance plan and
go to the New Plan page. From here you can
modify the job duties, goals and measures on the newly
created plan.
Click on the Cancel button to ignore the request
to copy the selected plan
and return to the Performance Planning page.
Return to the Main Help Index.
