Copying an action plan's period (goal leader)

Employees have the ability to copy an action plan's period to another period or to all other periods in the action plan. Goal leaders can perform this action on an employee's behalf for goals that use the goal categories they are responsible for.

Note: 

This action exists only for Draft action plans. Draft action plans get created only for goals that use goal types with the following settings for the goal year: Approve Goals By Year, Use Action Plan, Action Plan Required, and Action Plan Approval Required. In all other situations, action plans are created as Approved.

  1. Access Goal Leader > Resource Goals.
  2. Select the resource for whom you want to copy action plans.
  3. On the Resources panel, click Action Plans.
  4. Locate and select the Draft action plan for which you want to copy an action plan period.
  5. Click Copy Action Plan.
  6. Use the following guidelines to specify field values
    From Period

    Select the period from which you want to copy.

    To Period

    Select the period that you want to copy the From Period action plan to.

    or

    Select the Copy To All Other Periods check box to copy the From Period action plan to all the other action plan periods in the goal year.

    Copy To All Other Periods

    Select this check box if you want to copy the From Period action plan to all the other action plan periods in the goal year.

    If you select this option, you cannot select a To Period value.

  7. Click OK.

    If you selected Copy To All Periods, a warning that any existing action plans in the other periods will be overwritten with the copied text appears. Click Yes to continue, or No to cancel.