Unassign Performance Template

Unassigning a template from a performance review means that the template will no longer be used for that particular review process. This action allows for flexibility and customization in the performance review process to better meet the needs of the organization and its employees. Unassigning the template will delete the performance review progress of the employees.

Unassign Individual Employee Template 

Step 1: Navigate to Admin > Performance > Cycles

Step 2: Click MANAGE next to cycle to perform the action.

Step 3: Under the "Template Status" column, hover over the template status of the employee and Click Unassign Template  Icon.

Step 4: Select Send Notification checkbox to notify the employee when the template is unassigned and click UNASSIGN.                                
Step 5: You can also unassign the template by clicking the Overflow Menu  Icon next to the employee and selecting Unassign Template.

 

Unassign Multiple Employees Template

Step 1: Navigate to Admin > Performance > Cycles

Step 2: Click MANAGE next to cycle to perform the action.

Step 3: Click ACTIONS under the "Process" tab to unassign the template to multiple employees.

Step 4: In the "Actions" window, select Unassign under "Template" and click SELECT.

Step 5: Select the employees and click UNASSIGN.

Step 6: Select Send Notification checkbox and click UNASSIGN to notify the employees when the template is unassigned.