How to Add/Remove a Co-Planner to a Task

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Co-planners can complete performance tasks on behalf of the assigned manager.

The Add Co-Planner option lets managers add co-planners for any performance task (Performance Planning, Annual Performance Review, etc.)

  • Co-planners can be added by the assigned manager and by submitting a help desk ticket on behalf of the manager.

  • Only HR Representatives and management (second-level managers, previous managers, ad hoc managers) can be added as co-planners.


Add a Co-Planner

  • To add a Co-Planner, launch the performance task and in the right-hand options menu, click Options to view the dropdown menu.

  • Select Add Co-Planners.

If the performance review task has been submitted before the co-planner reviews the step, the co-planner will see the task in READ-ONLY mode and won’t be able to make edits.

 

  • This opens the Add Co-Planner pop-up.

  • Enter a name in the field. Predictive search is used to display users who match the entered text as it is entered.

  • Managers can also click the SELECT USER button to search for and select co-planners. The selected co-planners then appear in the field. There is no limit to the number of co-planners that can be added.

  • After you select the co-planner you want to add, click Save.

  • The co-planner will receive an email notification confirming their access.

 


Remove a Co-Planner

To remove a selected co-planner, go back to Options and select Add Co-Planners. This opens the Add Co-Planner pop-up.

  • Click the Remove icon  to the right of the co-planner's name, once the co-planner is removed, click Save.