PDP Manager Guide Page 1 of 3 © 2018 | Altair, Confidential | Internal Use Only
Manager Guide to PDP
As a manager during the annual Performance Development Plan (PDP) period, you have the opportunity to complete an assessment
of any employee who reports to you. When completing the PDP, it’s important to think about how the employee’s contributions
align with Altair’s goals as a company. In your meeting with the employee, both you and the employee should engage in a forward-
looking discussion about the employee’s career, contribution, aspirations, etc., as well as set some measurable, achievable goals for
the next PDP cycle. The instructions below detail the PDP process from the manager’s point of view.
1: Getting Started
You will receive an email (similar to the one shown below)
with information that the PDP process has started. The email
lists the names of employees whose performance you will
need to review as well as a link to AltairHR to get started.
The employee(s) also receives an email to begin their
independent self-assessment. As the manager, you will not
have access to that self-assessment until you have submitted
a PDP for the employee.
2. Open a PDP
After opening AltairHR, click the Employment link and choose
Pending Tasks in the sub menu. In the Employment Changes
table, click the Performance Development Plan link next to
an employee name.
3. Verify Employee
The first time you click on an employee name, you must
confirm that you are the primary manager for the employee.
If you wish, click the Print Blank Template link to open a blank
PDP template for printing.
4: Start the PDP Process
The PDP begins with an overview of the process, Altair’s Core
Values, and a job description. Review and update the job
description before going to the next step.
You may also gather information from employee references,
which are other employees or managers the employee has
worked closely with throughout the year. References are not
required to complete a PDP.
Click Go to Evaluation to continue.
PDP Manager Guide Page 2 of 3 © 2018 | Altair, Confidential | Internal Use Only
5: Review Past Goals
The next step is to review the Past Goals set for the
employee. The system automatically populates the Past Goals
using the previous year’s Future Goals.
In the Comments box, enter how effectively the employee
achieved these goals. After entering the information, click
Save & Next or simply click any of the job factor links listed
under the Core Values at the bottom of the page.
Note: You may save your work and exit the PDP at any time
before submitting it.
6: Complete All Factors
Review the criteria for each factor and enter Comments
about the employee’s performance. Remember to also
comment how the employee can move forward to develop
their career rather than only looking backward at past
Click Save & Next to move to the next value or click a link to
display a factor.
Each time you enter a comment for a factor and click Save &
Next, the factor will display a green check mark next to it to
indicate it is completed.
If you are not ready to complete a factor, select the Eval Later
check box. Your comments are saved, but a red asterisk next
to the factor will indicate that it is incomplete.
7: Overall Summary and Rating
Under the Goals & Rating heading, click Overall Summary
and Rating and select an overall rating for the employee’s
performance based on the information you provided in the
PDP. Enter your feedback in Comments.
8: Growth and Career Development
Click the Strengths button to enter information about
Strengths and Successes and Opportunities for Growth for
List the employee's achievements in the Strengths and
Successes box. In the Opportunities for Growth box, let the
employee know how they can enhance their skills over the
next PDP cycle. For example, include an outline of a training
plan as a guide for the employee to follow.
9: Future Goals
Click the Future Goals button.
Enter ideas about Future Goals for the employee in the space
provided. Once you enter the future goals and your overall
comments, you should schedule a meeting with the
PDP Manager Guide Page 3 of 3 © 2018 | Altair, Confidential | Internal Use Only
Note: You will have a chance to update and finalize Future
Goals after the interview with the employee, when
you submit the PDP.
10: Ready for Interview
After you finish all sections of the PDP, click the Ready for
Interview button in the upper-right corner of the page, and a
confirmation message displays. Click OK to indicate you are
ready to discuss the PDP with your employee.
Note: Clicking OK does not make your evaluation visible to
the employee yet.
The PDP displays for your review with a printer version link at
the bottom. Printing the PDP may help give your meeting
with the employee some focus when you discuss each of the
factors upon which the employee was rated.
During the meeting, share your observations and remarks
with the employee. You should engage in a forward-looking
discussion about the employee’s career rather than only
looking backward at past performance. Keep in mind that
after you submit the PDP, the employee will have access to all
your remarks and comments.
Click the Detailed View link to view details of the PDP on-
screen. The link changes to Consolidated View, which you
can click to see a shorter version of the PDP.
Note: The printer version of the PDP is always the Detailed
If needed, click the Re-evaluate button in the upper-right
corner of the page to make changes to the PDP.
Note: Do NOT make significant changes to the PDP after
your interview with the employee; it is acceptable to
correct errors. Any change you make before you click
Submit, will be reviewed by the employee again when
they sign off on the PDP. You will be asked to make
updates on Future Goals and Comments when you
submit the PDP, so there is no need to use the Re-
evaluate button to update that section after the
11: Submit PDP
After you've had the interview with the employee and are
satisfied with the evaluation and comments, click the Go To
Submit button in the upper-right corner of the page.
The Submit Performance Development Plan page opens,
allowing you to edit the Future Goals and Comments, as well
as enter the Interview Date when you met with the
Click the Submit Performance Development Plan button to
submit the PDP for employee signoff. The employee will
receive an email indicating that the PDP is ready for sign-off.
The PDP remains on your pending tasks list until the
employee has signed off on the PDP.
You will see the status of the employee's self-assessment in
the top summary table of the main PDP you submitted. If the
self-assessment is submitted by the employee, you will see a
link next to the status. You can view the employee's self-
assessment by clicking the link. You will only be allowed to
view the submitted self-assessment after you have
completed the interview and submitted a PDP of the