FAQ: Performance Cycle - Extend Event Date

Occasionally a manager or direct report may need to request an extension of an event due date within a Performance Cycle. If approved, the event due date can be extended and a note can be added to document the extension.

 

NOTE: Event date extensions can only be performed by an Administrator.

Open a Performance Cycle

Click the Modules moduleButton menu in the navigation bar at the top of the page, and select Administration.
AdminMOdule

NOTE: The Administration module will only appear for those users who have been assigned Administrator privileges.

The Inspire Management Administration page will display. 

  • Select Performance- Management and click Cycles. 

  • The Cycles page will open. Locate the appropriate Cycle and click the pencil editSubject icon to edit. 

Select the Participant

  • The Edit Cycle page will open. Click on the Participants 2020-11-25_14-00-54 tab.

  • Enter the last name of the person needing the date extension, and click on Search 2020-11-25_14-50-18.
  • The person's name appears in the Assigned section.
  • Click on Settings 2020-11-25_14-54-22.  

 

 

  • The Edit Participant page opens. Select the appropriate Complete By date for the Performance Cycle phase to be extended.  Type in the new date or click the Calendar 2020-11-25_15-29-19  icon to select the new date.
  • Enter a comment regarding the date extension.
  • If you are extending the Performance Agreement phase, enter a comment in the Notes on Completion Date Adjustment field.
  • If you are extending the 1-1 Execution, Self Assessment, or Appraisal phase, entering a new date triggers the Notes on Completion Date Adjustment field to appear. Enter a comment regarding the date extension here.

 

REMINDER: All four phases (Performance Agreement, 1-1 Execution, Self Assessment, and Appraisal) of the Performance Cycle were options during the original Cycle set up. Not all phases may currently be active in your Inspire! instance.

  • Click Save Screen Shot 2020-07-13 at 12.30.34 PM to save the date extension and comment.
  • If the person having the extension has direct reports, the Extend direct report event due dates? dialog appears.
    • If this date extension extends to the person's direct reports, a pop up will appear asking you to confirm Yes or No 
    • All of the direct reports will have the extension applied and the comment will also be applied appropriately for their extension as shown:
      2020-11-25_15-39-10 
    • If this date extension does NOT extend to the person's direct reports, Click No.  
  • Click Finish 2020-11-25_16-04-46.