Adding a Co-Planner to a VPSA employee review in Cornerstone

When you launch a performance review for an employee in the Division of Student Affairs (VPSA), you will have the option of adding a co-planner to the review.

What is a Co-Planner?

A co-planner has the ability to view, update, and complete (submit) an employee review to which they have been granted access. 

Indirect Manager

Some employees in the Division of Student Affairs report to a manager (according to the Human Resources org chart), but that manager does not actually supervise them on a day-to-day basis. Instead, a different person is responsible for supervising their day-to-day work. This is sometimes referred to as "dotted line" reporting or as having an "indirect manager." In a case like this, the actual manager (according to HR) is responsible for launching the employee's review in Cornerstone, but they can then add the day-to-day supervisor as a co-planner. The co-planner can then complete the review for the employee, just like the manager can.

Administrative Review

Some departments in the Division of Student Affairs may want one or more senior staff members to have access to all employee reviews in their department for administrative purposes. The senior staff member may have a role in evaluating employee reviews completed by managers prior to them being submitted in Cornerstone. In a situation like this, the manager can launch the review and then add the senior staff member to the review as a co-planner. The co-planner can then view and make changes to the employee review before it is submitted. (Once a review is submitted, it cannot be modified by the manager or co-planner.)

Adding a Co-Planner to a Review in Cornerstone

To add a co-planner to a review in Cornerstone, do the following: 

1. Go to https://illinoisstate.csod.com/. 
   
   
2. Click the ISU Central Login button to log in to Cornerstone. 
   
   
   
   
3. Launch a new review for an employee, as described in Launching a performance review for a VPSA employee in Cornerstone.
4. After launching the review, click on it to open it up. 
   
   
   
   
5. When the review opens, make sure you are in the Supervisory Review section. Move your mouse cursor over the menu on the left so it opens. From there, you can select Supervisory Review if you are not already in that section. 
   
   
   
   
6. Now, click on the employee review to which you want to add a co-planner. When you click on the employee's name, a series of sections will open and the first section, VPSA - Communication Skills & Organizational Ability, will be selected. NOTE: If you are using a review form other than the standard VPSA form, the first section may be named something different. 
   
   
7. Locate the Options drop-down menu in the upper-right of the page and click on it.
   
   
8. From the Options menu, click on Add Co-Planners.
   
   
9. You will be presented with an Add Co-Planners dialog box.
   
   
10. Click into the Search users... field and enter the first and/or last name of the person you want to add as a co-planner on this review. As you type, search results will be returned. Click on the name of the person you want to add as a co-planner. That person's name will wrapped in a red box if you have properly added it. 
    
    
11. You may add as many co-planners to a review as you desire, but in most cases, a single co-planner is sufficient. When you are done, click Save.
    
    

    Cornerstone Email Notification

    An email notification is sent from Cornerstone to you and to each person you added as a co-planner.

12. You may now complete the review or click Save for Later in the lower-left corner of the page. Clicking Save for Later will allow the co-planner to come into the review and complete it at a later time. 
    
    
13. If you click Save for Later, you will be presented with a dialog box asking if you are sure you want to save and exit. Click Save and Exit.