How to Add/Remove a Co-Planner to a Task
- Jessica Procel
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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.
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