This topic provides information on using the Update: Plan Review page when you update and republish a plan.
View plan details such as the plan name, plan administrator, and start and end dates of the plan.
Select any one of the republish options, combination of options, or all of the following options when you update and republish a plan:
Reallocate Objectives
This option replaces allocated objectives that are updated in the scorecards with original objectives from the Objectives Library. The application includes additional objectives, if any, into the scorecards.
Note: If you select the Reallocate Objectives option, then based on your requirements, you must select the Include Objective Setting in Process and Automatic Allocation check boxes or the Automatic Allocation check box.
If you are updating a plan that includes only appraisals, then you cannot select the Reallocate Objectives option.
Workers receive FYI notifications about reallocation of objectives from the Objectives Library.
Rebuild Supervisor Hierarchy
The supervisor hierarchy is rebuilt when HR changes occur. Using their Performance Management Task List, new managers can view the performance management plans of their subordinates. If HR changes occur during the objective setting period then, then plan administrators can use the Rebuild Supervisor Hierarchy option so that the new managers can access the scorecards of their subordinates and continue with the objective setting process. Approved objectives are retained in the scorecard, when this option is used. If HR changes occur during the appraisals period, then rebuilding the supervisor hierarchy will not impact the main appraisers of the appraisals.
To change the main appraisers, plan administrators must use the Change Main Appraiser function or the Mass Change Main Appraiser request.
Reevaluate Plan Population
This option evaluates whether plan members are eligible to be part of the plan population based on HR changes such as new hires, transfers, and termination. The application rebuilds supervisor hierarchy based on any HR changes so that the Performance Management Plan Appraisal Rating Summary displays information based on the changes made in the supervisor hierarchy. New workers who are eligible to be part of the plan populations are enrolled in the plan.
Note: When a worker is enrolled into a plan after the objective setting period, no objectives are added to the scorecard.
If you republish a plan using this option, the process does not remove existing plan members who are found ineligible when the plan is updated and republished. To remove plan members who are not eligible, you must use the Remove Scorecards task that is available in the Performance Management Plan Administration Home Page. See: Performance-Management Plan Administration Tasks
New workers who are enrolled in the plan receive FYI notifications.
Reevaluate Plan Population Option for the Transferred from Plan Status:
The plan administrator can reevaluate plan population and republish a plan at a future date. In such a scenario, a worker whose appraisal or scorecard status is set to Transferred from Plan may be found eligible to become part of plan population again. If the application finds that the worker is eligible to become part of the plan population again, then appraisals and scorecards with Transferred from Plan status are reopened so that the previously worked details are available to view and update using the Employee Self-Service or Manager Self-Service responsibilities.
The following rules apply for scorecards with Transferred from Plan status when the Reevaluate Plan Population option is used:
If no transactions exist for a scorecard, then based on the objective setting method (cascading or parallel), the scorecard status is changed to Not Started with Manager or Not Started with Worker.
If a transaction for a scorecard exists and the initiator of the transaction is the same manager as the current manager, then the scorecard status is set to With Manager and the current manager can view or update the reopened scorecard.
If a transaction for a scorecard exists and the initiator of the transaction is not the same manager as the current manager, then the application invalidates such as transaction as there is a change in the manager. The current manager can view approved objectives. To enable the current manager to make updates at a future date, the scorecard status is set to With Manager.
If a transaction exists and the initiator of the transaction is the current worker, then the application reopens the scorecard and sets the status of the scorecard as With Worker.
If appraisals were created for the scorecard before, the application publishes the scorecard and reopens the appraisal.
Refresh Scorecards
This option refreshes scorecards based on changes in the objective eligibility and includes additional objectives, if any, into the scorecards.
Note: If you select the Refresh Scorecards option, then based on your requirements, you must select the Include Objective Setting in Process and Automatic Allocation check boxes or the Automatic Allocation check box.
Managers and workers receive FYI notifications when scorecards are refreshed.
Reset Scorecard Status
This option resets the status of all personal scorecards to With Worker or With Manager when the plan is republished, to enable worker or manager to resume objective setting.
Managers and workers receive FYI notifications when the status of scorecards is reset.
If you republish a plan, after the objective setting date, then the application does not add new eligible objectives to the workers' scorecards.
The following table explains the impact of each of the republish options on PMP tasks of managers and workers:
| Republish Option | Impact of the Action |
|---|---|
| Reallocate Objectives | Original objectives from the Objectives Library appear in the scorecards of plan members. Scorecards will be with the relevant owners depending on the objective setting cycle phase. For a cascading plan, managers have to set objectives and cascade them to workers in their hierarchy. |
| Reevaluate Plan Population | New workers who are enrolled in the plan receive FYI notifications. The PMP with its tasks list appears on the home page of newly enrolled workers. Workers who become ineligible because of transfer or termination are marked as Transferred Out. Workers who are no longer part of the plan population cannot view the plan on their home page. |
| Refresh Scorecards | Objectives are added to the worker's scorecard based on the plan eligibility criteria. |
| Reset Scorecard Status | The application resets the status of all personal scorecards to either With Worker or With Manager when you republish the plan so that all plan members can resume objective setting. |
The Update Plan: Review page shows the tasks Performance Management will generate for workers and managers when you republish the plan. You can view the manager and worker tasks with start and end dates for each of the tasks. The tasks depend on the plan type: whether the plan includes objective setting alone, appraisals alone or both objective setting and appraisals.