Submitting action plans for approval

Before you submit action plans for approval, ensure that your Draft action plans for the year and period being submitted for approval are defined and ready to be submitted. When you submit a year and period for approval and the manager approves the action plans for the year and period, you cannot submit other action plans for approval for that year and period. If you create action plans for the same year and period after your action plans have received approval, they will be created in Approved status, even if the goal type requires approval.

  1. Select Manage Goals.
  2. Click Action Plans.
  3. Search on a goal year and period that you want to submit for approval.

    All the goals that have action plans created for the year and period display. The goals that require action plan approval are in Draft status.

  4. Review, update, or define all the action plans that are in Draft status for the year and period.
  5. When you are satisfied with the action plans that require approval for the year and period, select any of the Draft action plans and click Submit Action Plans.
  6. On Submit Action Plan For A Goal Year and A Period, select the goal year and period for the action plans you want to submit for approval, and click OK.

    The status of all the goals changes to Submitted.

    Results:

    • If the manager approves the action plans, the status changes to Approved.

    • If the manager rejects the action plans, the status returns to Draft. Click the Comments tab to view the reason the manager rejected the action plans.

      All action plans will have the same comments.