You can remove participants from a performance evaluation whether it is in configuration or has already been started. If the evaluation is finalized, you must reopen it first.

Below you will find step-by-step instructions to remove participants depending on the evaluation's status (in configuration,startedorfinalized).

Step by step

a. If the evaluation is in configuration

1. Go to Organizational Development > Talent > Evaluations.
2. Select the name of the corresponding evaluation.
3. You will see the list of added participants.
4. To remove a participant individually, click the trash icon in the "Actions" column corresponding to the participant you want to remove.
5. To remove participants in bulk:
   • Click the "Actions" button and select "Manage participants".
   • A new view showing all participants will open.
   • Click "Select participants".
   • Go to the "Selected participants" tab.
   • Select the checkbox for the participants you want to remove.
   • Click "Remove selected" and then "Save" to confirm the changes.

b. If the evaluation has already been started

1. Go to Organizational Development > Talent > Evaluations.
2. Select the name of the corresponding evaluation.
3. Go to the "Results" > "Individual reporting" > "Participants" tab.
4. You will see the list of all participants in the evaluation.
5. To remove a participant individually, click the trash icon in the "Actions" column corresponding to the participant you want to remove.
6. To remove participants in bulk:
   • Select the checkbox for the participants you want to remove.
   • Click the "Bulk actions" button and select "Delete".

c. If the evaluation is finalized

1. Go to Organizational Development > Talent > Evaluations.
2. Select the name of the finalized evaluation.
3. Click the "Reopen" button.
4. The evaluation will change to status "Started".
5. Follow the steps indicated in the "If the evaluation has already been started" section to remove participants.

Considerations or Limitations

• You can only remove participants if you have edit permissions on the evaluation.
• If you remove a participant after the evaluation has started, their responses and associated records will be lost.
• It is not possible to remove participants if the evaluation is finalized, unless you reopen it first.

🤖 This article was translated using artificial intelligence. View original article.