How to Add a Co-Planner

This guide provides a straightforward process for adding a co-planner to an employee's review, ensuring collaboration and enhanced planning. You can add a co-planner to any step of the Annual Review Process (e.g. Supervisor Writes Review, Merit Tier Recommendation, Supervisor Meets with Employee, etc.)

Patrick McClain
6 steps
31 seconds

CSOD

Open the employee's review and click the down arrow next to "Options".

Click "Add Co-Planners"

Click in the text box and find the person you want to add as a co-planner. You can start by typing their last name.

In this example, I'm going to add Kathy Agnew as a co-planner. After I type her name, click on her name from the drop-down list.

Click "Save"

Example: This is what the co-planner will now see in their Cornerstone list of employees.