Using COPY PREVIOUS PLAN and SAVE DRAFT PLAN To be used only when a plan for previous year exists for an employee Only copies plan from previous year to current year. Does not copy from one employee to another.

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UsingCOPY PREVIOUS PLAN and SAVE DRAFT
PLANTo be used only when a plan for previous
year exists for an employeeOnly copies plan
from previous year to current year. Does not copy
from one employee to another.
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STEPS1. Open NEW PLAN for employee2. add
start date of new plan.3. Enter H for rating
scale.4. Go to Elements Standards tab5. Click
COPY FROM PREVIOUS PLAN button6. edit plan7. Go
to Performance Plan tab and click SAVE DRAFT PLAN
button8.Exit9. Log back in and select EXISTING
PLAN for same employee. Select the most
current plan. Check the plan10. click Finalized
Plan button in Supervisor box on Performance Plan
tab.11. SAVE final version12. Print plan if
desired
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Go to performance plan tab Click SAVE DRAFT
Plan SIGNOUT
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Log in again Select EXISTING PLAN
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Click Finalized Plan box Click SAVE
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summary1. Open NEW PLAN for employee2. add
start date of new plan.3. Enter H for rating
scale.4. Go to Elements Standards tab5. Click
COPY FROM PREVIOUS PLAN button6. edit plan7. Go
to Performance Plan tab and click SAVE DRAFT PLAN
button8.Exit9. Log back in and select EXISTING
PLAN for same employee. Select the most
current plan. Check the plan10. click Finalized
Plan button in Supervisor box on Performance Plan
tab.11. SAVE final version12. Print plan if
desired