From the main home page:

A: Select Tasks from the top navigation bar

B: Select Submission from the Drop down menu.

This allows you to view your Annual Performance Reviews (APR).

From this screen, find the report that you want to work on, go to the right side of the screen under options and find the option of your report.

A new window appears that leads you to the Performance Reports – Status Overview Page.

Before the INDGEN form can be accessed, the Grant Purpose Form, located on the left side of the screen, must be completed.

Select Grant Purpose from the left navigation menu.

From the Grant Purpose – Setup screen, select the Grant Purposes that apply to the Grant.

After selecting all that apply, click the Save and Validate button at the bottom right of the screen.

You are taken to the Training Program – Set up Page, where a Success Message is displayed at the top of the screen, confirming the information saved successfully on the previous page.

NOTE: Depending on the grant that you selected, you may need to fill out a Training Program form, which is located under the Grant Purposes form you just filled out.

If this is the case, Select the required fields of Type of Program Type Offered from the drop-down menu.

You have the option to Add a Record to this Training Program, but it is not required. To do so, select the Add Record button and upload your file.

If you choose to delete the file after adding it, select Delete under the Options column on the right side of the screen. 

When you are done, select Save and Validate at the bottom right of the screen.

You now navigate to the IND-GEN: Individual Characteristics Page.

Here, answer the required question, as pointed out by the asterisk.

If you select No, click Save and Validate at the bottom right of the screen.

If you select Yes, you are taken to the form to complete.

Follow the "Notes" at the top of the page for instructions.

Click the Generate Template with the most recent IND-GEN Data. During this time, the Download Template button is disabled.

NOTE: You receive an email when the template is generated and ready to download. 

HELPFUL TIP: While waiting for the email, you can work on other forms, switch around, and return to this page when the template is ready.

You receive an email when the template is ready for download.

A Success message lets you know the template generation has successfully started.

The Download Template button is now enabled.

Click Download Template.

NOTE: This downloads an Excel to your local drive. This allows you to work offline and upload your most up-to-date information back into the system. 

Important Note: Make sure the downloaded template is saved to your C Drive (Local Disk)

Opening the Template, you see advisory messages about the spreadsheet’s status, signatures, and save status. Click Edit, Enable, and View if you wish to continue.  

Continue to the second tab of the spreadsheet to enter data.

Enter your information in the columns. 

NOTE: Not all Columns are required to save.

Back to the browser and APR, there is an option to Attach File on the right side of the screen.

Click Attach File.

Important Note: Only one spreadsheet can be uploaded at a time.

A section appears to Choose File for upload.

A description window is given and is not required.

When ready, click Upload to upload your Excel Spreadsheet.

When the spreadsheet is loaded, click Process Data.

A Success Banner appears at the top of the screen, and the system autofills the data into the table on the APR.

NOTE: If you wish to work offline once again, click Generate Template again to get the most up-to-date data and spreadsheet.

Notes/pop ups have been added to each option to inform you to get the most up-to-date information.

When you are done adding information, click Save and Validate at the bottom right of the screen.