# Copy a Performance Review Plan

Copying a performance review plan duplicates its settings to a new year, saving time when creating plans with similar configurations.

{% stepper %}
{% step %}

#### Navigate to Performance Review Plans

From the PEARS homepage, hover over the **Plan** menu and click **Performance Review Plans**.
{% endstep %}

{% step %}

#### Open the review plan

Click the performance review plan you want to copy from the list.

{% hint style="info" %}
**TIP:** The default list displays plans from the current reporting year. Use the **Filter** button to locate plans from previous years.
{% endhint %}
{% endstep %}

{% step %}

#### 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](/files/XpSs860x4Xi5Wh15ZSBu)
{% endstep %}

{% step %}

#### 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.
{% endstep %}

{% step %}

#### Review and confirm

Review the plan data and click **Copy** to finalize the duplication. A confirmation message appears when the copy is successful.
{% endstep %}

{% step %}

#### Edit the copy (optional)

Click **Edit** to modify any settings on the newly created plan.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
**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.
{% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://support.pears.io/plan/performance-review-plans/copy-a-review-plan.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.