When HR Professionals search for performance management plans, they can monitor the plans and roll back plans, if required.
On the Monitor Plans page, you can monitor plans to view scorecard and appraisal details.
Scorecard Summary
View scorecard summary of plans at different statuses such as Published, Not Yet Started With Worker, and Not Yet Started With Manager. You can search for scorecards using criteria such as organization, position, and job and select the status for which you want to view the scorecard summary. You can view details of scorecards such as scorecard owner, status, and assignment details. If you do not select a status, then the application displays scorecards of all statuses.
Appraisal summary
View appraisal summary of plans at different statuses such as Published, Not Yet Started With Worker, and Not Yet Started With Manager. If a plan has more than one appraisal period, then select the appraisal period for which you want to view the details. You use criteria such as organization, position, and job and select the status for which you want to view the appraisal summary. If you do not select a status, then the application displays appraisal summary of all statuses.
You can roll back plans from the Performance Management Plans page. You may accidentally publish a plan with incorrect dates or details, or to the wrong population. You can take a corrective action by rolling back such a plan. You can roll back plans that are at any status except at the Draft status. However, you cannot roll back completed plans.
Rolling back a plan is an irreversible action. When you click the Roll Back icon for a performance management plan, the application displays the Monitor Plan page with a warning message.
Note: You must monitor the scorecard and appraisals details before you choose to roll back a plan.
When you roll back a plan, the application removes all the transactional data related to the plan including scorecards, objectives, appraisals, and sets the plan status to the Draft status. A notification is sent to all members of the plan population when the performance management plan is rolled back.