--- title: What supervisors should do at the end of the year description: "Click I'm ready to start rating in the subnav:   Doing this will: Your employee cannot write their employee assessment until you complete this step, as the conclusions section is only available after" --- [Skip to content](https://knowledge.balancedcomp.com/what-supervisors-should-do-at-the-end-of-the-year#main-content) English Show submenu for translations ![MainBrand\_RGB\_Icon\_Red.jpg\]](https://knowledge.balancedcomp.com/hs-fs/hubfs/MainBrand_RGB_Icon_Red.jpg?width=40&height=40&name=MainBrand_RGB_Icon_Red.jpg) - [Position Grading Request](https://balancedcomp.com/regrade-request/) - [Annual Comp Report](https://compreport.balancedcomp.com/) - [Past FinComp Sessions](https://www.youtube.com/feed/playlists) Open main navigation Close main navigation - [Position Grading Request](https://balancedcomp.com/regrade-request/) - [Annual Comp Report](https://compreport.balancedcomp.com/) - [Past FinComp Sessions](https://www.youtube.com/feed/playlists) - English Show submenu for translations - balancedcomp.com balancedcomp.com How can we help? - There are no suggestions because the search field is empty. 1. 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[Performance Reviews](https://knowledge.balancedcomp.com/balancedresults?hsLang=en#performance-reviews) # What supervisors should do at the end of the year #### Step 1 Click **I'm ready to start rating** in the subnav: ![](https://knowledge.balancedcomp.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets549883bce4b06af18c065417images59d3ad012c7d3a40f0ed2701file-ZMPlq4Rjws.jpg)   Doing this will: - Make it possible for you to start entering ratings in the Plan Content section - Make the following sections available in the subnav - Conclusions - Score Breakdown - *not visible to employee yet* - Final Approvals - E-signatures Your employee cannot write their employee assessment until you complete this step, as the conclusions section is only available after doing so #### Step 2 Next, you will finalize all the plan's content, as this is the last step where *anyone* will be able to make any edits to it whatsoever. - [Enter your ratings](https://knowledge.balancedcomp.com/entering-ratings?hsLang=en) - [Write your supervisor overview on the Conclusions section](https://knowledge.balancedcomp.com/writing-your-supervisor-overview?hsLang=en) - [Have your employee write their employee assessment  on the Conclusions section](https://knowledge.balancedcomp.com/writing-your-employee-assessment?hsLang=en) Ratings, the score breakdown section, and your supervisor overview will not be visible to the employee until after the plan is completed at the very end of Step 6 in this process. If you move on to step 3 without having your employee write their assessment, they will not be able to do so at all, as the plan becomes locked from editing after step 3. #### Step 3 Depending on your company's settings, you'll either [manually finalize the plan, or submit it for final approval](https://knowledge.balancedcomp.com/finalizing-an-active-review-manually-or-through-final-approval?hsLang=en) on the Final Approvals section. #### Step 4 Once the plan receives final approval, hold the final review with your employee. #### Step 5 (Optional) You and the employee each log in separately and [electronically sign the plan](https://knowledge.balancedcomp.com/electronically-signing-a-review?hsLang=en)on the e-Signatures section. #### Step 6 Click the **Complete** button on the e-Signatures section. ![](https://knowledge.balancedcomp.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets549883bce4b06af18c065417images5a56382b042863193800c460file-IvvQlf6wYY.png) **Please note:** The review can be reactivated for up to 30 days after it is completed. --- #### Next year's plan You may want to start working on next year's plan as you are finishing up this year's. You can create a new plan, which the employee will not have access to, as it will be a draft initially. Since employees cannot have more than 1 *active* plan at a time, you will not be able to make the new plan active until the complete button is pressed on this year's plan. - [BalancedComp](https://knowledge.balancedcomp.com/balancedcomp?hsLang=en#main-content) - [Employees](https://knowledge.balancedcomp.com/balancedcomp?hsLang=en#employees) - [Positions](https://knowledge.balancedcomp.com/balancedcomp?hsLang=en#positions) - [Reports](https://knowledge.balancedcomp.com/balancedcomp?hsLang=en#reports) - [System Administration](https://knowledge.balancedcomp.com/balancedcomp?hsLang=en#system-administration) - [Budget Builder](https://knowledge.balancedcomp.com/balancedcomp?hsLang=en#budget-builder) - [Logging In](https://knowledge.balancedcomp.com/balancedcomp?hsLang=en#logging-in) - [BalancedResults](https://knowledge.balancedcomp.com/balancedresults?hsLang=en#main-content) - [Goal Libraries](https://knowledge.balancedcomp.com/balancedresults?hsLang=en#goal-libraries) - [Performance Reviews](https://knowledge.balancedcomp.com/balancedresults?hsLang=en#performance-reviews) - [Approvals](https://knowledge.balancedcomp.com/balancedresults?hsLang=en#approvals) - [Feedback Sessions](https://knowledge.balancedcomp.com/balancedresults?hsLang=en#feedback-sessions) - [Settings](https://knowledge.balancedcomp.com/balancedresults?hsLang=en#settings) - [Users](https://knowledge.balancedcomp.com/balancedresults?hsLang=en#users) - [Troubleshooting](https://knowledge.balancedcomp.com/balancedresults?hsLang=en#troubleshooting) - [Reports](https://knowledge.balancedcomp.com/balancedresults?hsLang=en#reports) - [Templates](https://knowledge.balancedcomp.com/balancedresults?hsLang=en#templates) - [BalancedRewards](https://knowledge.balancedcomp.com/balancedrewards?hsLang=en#main-content) - [Settings](https://knowledge.balancedcomp.com/balancedrewards?hsLang=en#settings) - [Goal Libraries](https://knowledge.balancedcomp.com/balancedrewards?hsLang=en#goal-libraries) - [FAQ](https://knowledge.balancedcomp.com/balancedrewards?hsLang=en#faq) [![BalancedComp-Horizontal-Digital-White](https://knowledge.balancedcomp.com/hs-fs/hubfs/BalancedComp-Horizontal-Digital-White.png?width=200&height=58&name=BalancedComp-Horizontal-Digital-White.png "BalancedComp-Horizontal-Digital-White")](https://balancedcomp.com) P.O. 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