Delete Performance Appraisal assigned to Employee

Sylvie Vincenti

I am working on creating a new form and attached to an employee to test the manager completing it.  I need to make a change, and it will not allow me since it is assigned to someone. However, I have been unable to find where I can delete/unassign it.   I tried doing it with ISD and even though the delete action is listed... I get an error that it is not a valid action. 

I can't believe there isn't a way to unassign one if it accidently got assigned due to a transfer, etc. not being done timely or finding a change that needs done to the form prior to using the form.

Has anyone deleted/unassigned one and willing to share what process needs done?

Thanks...

Syl

michael-anastasia

Hello, 

You can only delete an appraisal if it's in Draft status. Right-click the appraisal and look for the button Revert To Draft. If you don't see it, you may need to first do Cancel Acknowledgement or Revert To In Progress but you're basically trying to take it backwards from whatever status it's in so you get it back to Draft. 

Once it's in Draft status, right-click and you will have the option to Delete. If it's the type of appraisal that has multiple copies (manager & employee or possibly peer reviews, too), then you may have to delete those in a particular order. Keep trying on the website, though, as I find the errors are usually a bit easier to understand in the site vs via ISD.