How do I open, close, or reopen Future Preparation for a user?
Future Preparation is where the user and their manager prepare goals and development plans for the next period. In the current version of the evaluation pages, it is managed from the user's evaluation.
Which version is this? This article is for the current version of the evaluation pages. You are using it if a cycle's page shows the User's Evaluations cards and the tabs Current Evaluation, Future Preparation and Potential Assessment. If the cycle's page shows a Performance & Potential Dashboard and a Cycle Users table, see How should an administrator open, close, or reopen Future Preparation? (previous version).
Where do I manage it?
Go to Modules > Evaluation & Careers > Evaluation Cycles and open the cycle.
Click See all users and open the user.
Open the Future Preparation section.
The section shows the future status, the user's goals (Individual Goals, Team Goals) and development plans by type (70% - On the job, 20% - Learning from others, 10% - Formal training), with the minimum and maximum required for each, and the actions available.
Which actions are there?
Open Future Self Evaluation: opens the user's part of Future Preparation.
Open Future Evaluation: opens the manager's part.
Close Future Evaluation: closes Future Preparation for that user.
Only the actions that make sense for the current future status are shown. No action is available once the cycle is closed, and while the cycle is locked only administrators can use them.
Future statuses
Future self opened: the user's part is open.
Future manager opened: the manager's part is open.
Future closed: Future Preparation is closed for this user.
Not closed: Future Preparation has not been closed yet.
Why can't the user or manager submit?
Submission is blocked while any goal is still pending approval, even if the minimum number of goals is already met, and while the number of goals or development plans of a type is below its minimum. 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, you have the required role, and the action you need is not shown or has no effect. Include the user identifier, the cycle, the future status shown, and the action you tried.