12 Click on Elements and Standards Tab Do not Save or Print at any time until you have entered all elements and standards. There is no process to do an interim save. A Save sends the plan to the reviewing official.
13 Note that two mandatory elements are already on a new plan based on whether the employee is supervisory or not. Click View all to see all elements and to add the next element.
14 Standard Language comes into element. DO NOT click Copy Plan from Previous Year.
15 You may add additional language as needed. Scroll to end of language and you can type or cut an paste in other language from another source.
16 Employees will need more than two elements. Click the + key on the second element and a new element block will insert. Click the Pick Element Looking Glass to select an element from a list.
17 Select element from list by clicking on element.
19 Again, you can add language to standard text by cut an paste from another source. Click the + key if you have additional element to add to the plan. Once complete with adding elements click Previous Tab
20 Review this page and then Click Save. The Save action will send the Reviewer the plan for review and approval. At this time it would be appropriate to print the plan. (Not required)
21 Saved will appear quickly in the upper right and the Created the Plan will be checked and dated.
22 GS-14 and GS-15 Plans These plans are just a little different. The system was set up to not put in the mandatory elements. The following slides will give you instructions on how to prepare a plan for GS 14 and 15. Grades below GS-13 go to Slide 40
23 Enter the start date of the plan and Click Add
24 Click on the Look Up Glass to select the rating Scale.
51 At this point the supervisor will get a worklist item that the reviewer has concurred. Click on the link. No action needed here but just to view the plan. That will clear the worklist item. It supervisor makes changes after it is reviewed it does not go back to the reviewer. The employee will have worklist item from Review that will bring up current plan.