Unassign Template from the Performance Review Cycle

Admins can unassign the templates from the performance review cycle for an employee and multiple employees.

Follow the steps below to unassign the template from the performance review cycle:

Unassigning the Template for an Individual Employee

Step 1: Navigate to Admin > Performance > Cycles

Step 2: Select the performance review cycle under "Cycles" and click MANAGE.Step 3: The performance review cycle window opens. Select the employee and click Unassign Template Icon in "Template Status."Step 4: “UNASSIGN REVIEW TEMPLATE” confirmation window opens, and click UNASSIGN.The template is unassigned for the employee.Unassigning the Template for Multiple Employees

Follow the steps below to unassign the template for bulk employees:

Step 1: Navigate to Admin > Performance > Cycles

Step 2: Select the performance review cycle under "Cycles" and click MANAGE.Step 3: The performance review cycle window opens, and click ACTIONS.Step 4: “ACTIONS” window opens. Select Unassign under the "Template" section and click SELECT.Step 5: Select the “Employee” check box for multiple employees and click Unassign.Step 6: “UNASSIGN REVIEW TEMPLATE” confirmation window opens, and click Unassign.

The template is unassigned for multiple employees.