PeopleHR Ideas Portal
Given there is no test site, nor any ability to pilot creating a new Performance Review, the current system does not work where you have to create it and then test it live with someone. And if it's not right, you then can't delete it. I cannot believe the system has been created without this option.
| Describe the Challenge | Delete a performance review that has been set up incorrectly. |
Hi Claire,
You can delete a performance review template if no employees have started the review. To do this, navigate to HR Admin > Settings > Performance, select the relevant review, and click Delete.
If information has already been added, discuss with the employee or manager to decide whether to restart or complete the review. If deletion isn't possible, it means an employee has the review in progress. To identify them, create a query via HR Admin > Queries, selecting relevant performance details and applying filters.
Admins cannot delete their own reviews and must have another admin perform this action. Once all open reviews are deleted or closed, the delete button should reappear in Settings > Performance.
Segments can be deleted by removing all questions except for the Overview segment, which cannot be amended. Deleting a template does not affect past employee reviews.
Hope this helps.
Kind regards,
Maria
I'm not sure if I'm misunderstanding this request. But I usually create the review, test it with a colleague on their account then delete it and make any amendments in the set up before making it available for all. If you test it on your own account you will not be able to delete it, another administrator will need to delete it for you. As an admin you can delete reviews on other people's accounts though.