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Administrator Plan Dashboard

The Administrator Plan Dashboard allows the Client Administrator to manage launched performance plans. Here, Client Administrators can close and reopen an employee’s plan. It is important to note that when a plan is closed it becomes read-only and all tasks associated with the plan are removed from the To Do list. Once a plan is closed an action to reopen the plan becomes available.

In this section

Search for a performance plan

Edit a performance plan

Delete a performance plan

Close a performance plan

Reopen a performance plan