#Create a New Year-end Review Plan

Follow the steps below to create a new year-end review plan:

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

2. Click Create on the command bar.

3. In the Add year-end review plan panel, complete the following settings:

   

   • Name – Enter a name for the plan you are creating.

   • Description – Enter description for your review plan. The field is optional.

   • Form template – Select a form template from the drop-down list.

   • Performance year – Select the performance year.

   • Date – Configure the start date and end date.

   • Review settings – Complete the review settings.

     • Review workflow – Choose a review workflow from the drop-down list.
     • Exception – To exclude specific employees from the review plan, select the Exclude specific employees option.

4. Click Save to save your review plan.