Copy the Previous Year’s PMP
Follow
To copy an employee’s PMP from the previous year:
- Create a new evaluation project. See Create a New Evaluation Project
- Go to Evaluation Projects > Evaluations and select the employee’s process you want to copy
- Click Actions > Copy PMP
- The employee and their manager are automatically selected
- Select the evaluation project in the Projects field
- Select the checkboxes for the evaluation criteria you want to copy from the previous year. Specifically:
- Copy Competencies
- Copy Goals
- Copy Security - The copy will include both the list and the evaluations
Note: The PMP copy must be performed for each employee individually and for a different evaluation project than the original one
See also: Set Additional Security in the PMP
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