2023 August 16 - 1 New Feature

1. The ability to copy an Approved Self-Assessed User profile to an Endorsed version for a set of Users.

   • Why may you want to do this?

     • This was a specific requirement request from a client that uses Endorsed Profiles for their Baseline, and the approval process to facilitate that. Their need was to use their periodic employee reviews in conjunction with the Approval process, then generate a new baseline of Endorsed Profiles for multiple Users periodically, without requiring the usual rigor of the standard Endorsement process.

 Instructions

1. Requires that the people targeted to carry out the Profile copying be provided with Admin access with access to the Create Endorsed from Approved set of options.

2. They then use the Create Endorsed from Approved Admin Menu item to carry out the copying.

3. The following is a link to the relevant Planner Guide help page: Guidance

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