Managers with the appropriate permission may have the ability to add co-planners for a performance review. This ability is enabled by the administrator, and when available, the option is available from the Options drop-down within the performance review. Co-planners can perform reviews as though they were the manager who was assigned the review task. This can be useful for managers to delegate reviews for certain review tasks.
Note: Competency Assessment sections should be completed by the review step assignee and should not be completed by co-planners. If a co-planner completes a Competency Assessment section or provides comments, it will display and be saved as if the manager provided the ratings and comments.
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To add a co-planner, click the Options drop-down. This opens the Add Co-Planner pop-up. Enter their name in the field. Predictive search is used to display users who match the entered text as it is entered. Managers can also click the button to search for and select co-planners.option from the
The selected co-planners then appear in the field. There is no limit to the number of co-planners that can be added.
To remove a selected co-planner, click the Remove icon to the right of the co-planner's name.
If the performance review task has been submitted and a user opens the task in read-only mode, the previously selected co-planners display in read-only mode.