Learn how to copy a performance review plan to a new reporting year in PEARS.
Copying a performance review plan duplicates its settings to a new year, saving time when creating plans with similar configurations.
1
Navigate to Performance Review Plans
From the PEARS homepage, hover over the Plan menu and click Performance Review Plans.
2
Open the review plan
Click the performance review plan you want to copy from the list.
TIP: The default list displays plans from the current reporting year. Use the Filter button to locate plans from previous years.
3
Click Copy
Click the Copy button on the plan details page.
Screenshot: The review plan detail page showing the Copy button, with the plan year, positions, and assessment window details visible
4
Select the target year
The copy page opens with the current reporting year selected by default. Select a different year from the dropdown if needed.
5
Review and confirm
Review the plan data and click Copy to finalize the duplication. A confirmation message appears when the copy is successful.
6
Edit the copy (optional)
Click Edit to modify any settings on the newly created plan.
TIP: If you copied a plan to a future reporting year, adjust the Reporting Year filter to view your new plan. You can edit the plan at any time before its start date.
