This article provides a detailed walkthrough on how to delete employee/staff/user appraisals, including bulk and manual deletion, handling appraisals assigned through active assignment rules, and understanding the reasons for deleting a performance appraisal.
This article covers the following topics:
- How to Bulk or Manually Delete Appraisals?
- Appraisals Assigned by Active Assignment Rules
- How to Allow or Disallow Managers to Assign or Delete Appraisals?
- Understanding the Need to Delete a Performance Appraisal
How to Bulk or Manually Delete Appraisals?
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Once an appraisal is deleted, it cannot be recovered or rolled back. |
With the delete appraisals feature, Performance admins can select and delete multiple appraisals from a single page:
- Navigate to Administration > Performance > Appraisal Setup
- Click Assigned List
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Tick the checkboxes for the appraisals you want to delete
- Click Delete Selected
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To delete a single appraisal, click on the 'Delete' button on the right.
- Click Confirm
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The error "You don't have permission to perform this action" may appear if you try to delete an appraisal. This typically indicates that you are attempting to delete an appraisal that is assigned to you, this action will need to be done by another admin. |
Appraisals Assigned by Active Assignment Rules
When you select appraisals that are assigned by an active assignment rule, please note the following:
- Appraisals tied to an active assignment rule will not be deleted during bulk deletion.
- These appraisals cannot be individually deleted until the conditions in the appraisal assignment rule no longer apply to the employee.
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If your selection contains appraisals assigned by an active assignment rule these will not be deleted. |
Refer to our article on how to delete appraisals assigned via assignment rules - FAQ: Appraisal Assignment Rules
How to Allow or Disallow Managers to Assign or Delete Appraisals?
As a company admin, you can control this setting at the company level. This configuration determines whether managers have the ability to assign or delete appraisals.
For step-by-step guidance on how to update these settings, refer to this article: How do I allow/disallow managers to assign or delete appraisals
Understanding the Need to Delete a Performance Appraisal
Deleting a performance appraisal may be necessary to ensure data accuracy and organizational effectiveness. Here are some key reasons why you might want to delete a performance appraisal:
- Error Correction: If inaccuracies or errors exist in the performance appraisal, deleting it allows for a clean slate to make necessary corrections.
- Employee Position Change: In cases where an employee changes their position mid-way in the appraisal period, you can delete their appraisal to assign a new appraisal with the relevant data.
- Confidentiality Concerns: If confidential information is inadvertently included in an appraisal, deleting it helps maintain data privacy and compliance.
- Template Adjustments: If an appraisal template change cannot be synced, you can delete redundant appraisals to reassign a new appraisal with the new template changes.