How should an administrator open, close, or reopen Future Preparation? (previous version)
Future Preparation is where the user and their manager prepare goals and development plans for the next period. In the previous version of the evaluation pages, you open and close it from the Cycle Users list.
Previous version. This article describes the previous version of the evaluation pages in the Backoffice. You are using it if a cycle's page shows a Performance & Potential Dashboard and a Cycle Users table, with the evaluation actions in the menu of each user. If the cycle's page shows the User's Evaluations cards and the tabs Current Evaluation, Future Preparation and Potential Assessment, see How do I open, close, or reopen Future Preparation for a user?.
Where are the actions?
Go to Modules > Evaluation & Careers > Evaluation Cycles and open the cycle.
In the Cycle Users table, open the actions menu of the user.
Use Future - Open self-evaluation, Future - Open manager evaluation or Future - Close.
These actions only appear when the cycle manages Future Preparation as a separate step. If they are not in the menu, ask Support how Future Preparation is set up in your cycle. The user's evaluation page also has a Future Preparation section with the progress of next cycle goals and IDPs against their minimum and maximum.
Who can use them?
The actions are available while the cycle is not closed. They are not available once the cycle is closed.
Why can a user still be blocked while the cycle is open?
The cycle and each user's Future Preparation have separate statuses. Check the user's future status in the Future Status column, and check whether a goal is still pending approval or a minimum is not met. See Why can't a user submit Future Preparation or their development plan?
What should I check before reopening?
Which part needs changes: the user's or the manager's. Reopen only that part.
Whether the user and manager know the new deadline.
When should I contact Support?
Contact Support when the cycle is open and the action you need is missing or has no effect. Include the user identifier, the cycle, the future status shown and the action you tried.