How to copy a rating plan to future months

Note! You cannot copy a rating plan from a month that is currently in progress. 

To copy a rating plan for future months, go to the Evaluations module. The Evaluations Dashboard then opens for the current month. Click the month picker tool in the top left corner and select another month. 

There’s an option for you to copy the rating plan for all ratees, or you can do it individually. If you want to copy a rating plan for future months for all ratees, check the box next to Personnel Rated (Ratees). This will include all ratees in the copied rating plan. If you do not want all ratees to be included, simply untick the relevant boxes. The number of evaluations you can copy at once is limited to 30. If the number of personnel rated exceeds the limit you will need to copy the evaluation plan in more steps. 

Click ... in the top right corner and a dropdown menu with a range of actions appears. Click copy rating plan. 

A Copy Rating Plan modal window pops up. 

Choose the month/months that you want to copy the rating plan to and click Save. 

After saving, you can view the raters on the Evaluations Dashboard. Don’t worry if you made a mistake or changed your mind as the Edit button allows you to delete raters.