SAVE DRAFT PLAN then SAVE Final Plan

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SAVE DRAFT PLAN then SAVE Final Plan
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SAVE DRAFT
the SAVE DRAFT PLAN Button on the PERFORMANCE
PLAN tab will save your Work if you are
interrupted. This feature allows saving A draft
without notifying The Reviewer the Plan is ready
for their Concurrence. Also it does Not check
reports to Information. If you get a Reports
To error on SAVE, Use this button to save your
Work.
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SAVE DRAFT
the SAVE DRAFT PLAN Button does not
allow Printing the Draft Plan at This time.
Clicking SAVE DRAFT PLAN checks the
Created Plan Box and adds the Date. Clicking
SAVE DRAFT grays out the Finalized Plan button
and Does not allow for save of Final version.
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• To SAVE final plan
• After clicking SAVE DRAFT PLAN
• Sign Out and sign back in
• Go to Manager Self Service gt Tasks gt
• Performance gt Performance Plan gt
• Existing Plan.
• Click the Finalized Plan box inside the
• Supervisors box at the bottom of the
• Performance Plan tab.
• Click SAVE

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SAVE final version After SAVE DRAFT PLAN
SAVE button is on both tabs. Click SAVE only
once! SAVE notifies the Reviewer Via email the
plan is ready for concurrence. Clicking SAVE
checks the FINALIZED PLAN button and The CREATED
PLAN button If not previously checked. And Adds
the date SAVE checks the accuracy Of reports to
data.
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SAVE final version after SAVE DRAFT PLAN
SAVE also formats the AD-435 for printing. You
must click the SAVE Button before attempting
to print. Do not try to print the AD-435 form
until after Clicking the SAVE button. It Will
not be formatted correctly To PRINT Click
Create Printable Form Button to print the AD-435