Home > Configuration Portal > Year-end Review Plan Management > Copy From an Existing Review Plan

    Copy From an Existing Review Plan

    Follow the steps below to create a year-end review plan by copying an existing plan:

    1. Navigate to Performance management > Year-end review and then locate the layer you want to add the review plan.

    2. Click Copy from an existing review plan.

      NOTE

      Only layers that are not inheriting review plans from their parent layers can copy an existing review plan.

    3. In the Copy from an existing review plan panel, locate a layer and then select a review plan from the drop-down list to copy.

      copy-panel

    4. Click Next to go to the Settings step. You can update the review plan information as required.

    5. Click Save to save this review plan.