There are a number of actions an employee can take within their plan throughout the year.
- Employees cannot access plans while the plan is still a draft and has not been activated or gone through the initial approval process (depending on company settings)
- Once a plan is active, the employee can write and edit comments.
- If the employee holds feedback sessions with their supervisor, they will initial that the sessions occur.
- Employees can view and download content from the Attachments section of the plan but cannot add or edit those attachments.
- Once the supervisor hits the "Ready to start rating" link at the end of the year, the employee can write their assessment on the Conclusions tab.
- Last, after the final review is held, if the company wants, the employee can enter an e-signature.
- Once the plan is completed, the employee can view it under their Past Plans section.