Unable to Create Performance Document for eligible employee after Manage Eligibility Batch Process

Summary:

We are attempting to create a performance template for the first time in a test region. We are unable to see it from the employee point of view. These are the steps taken with attached screenshots:

1- Populated all tabs of Staff Performance Template

2- Submitted Manage Eligibility Batch Process, which generated 21 Performance Documents

3- Navigated to My Client Groups > Performance > Performance Documents > selected Create Document button > entered search criteria of one of the 21 eligible employees, but nothing pulled up

Content (please ensure you mask any confidential information):

The Staff Performance Template shows as "No" for "In Use". Could this be the issue? If it is, how/when does it change from No to Yes?