Inactivating or Deleting a Performance Review Template

When you inactivate a performance review template, it doesn't show up in lists anymore, but it still appears on reviews that were launched before you inactivated it.

You can delete a template only if it's not used by a performance review.

To inactivate or delete a performance review template:

  1. Go to Setup > Performance Management > Templates.

  2. Beside the performance review template, click Edit.

  3. Do one of the following:

    • To inactivate the template, check the Inactive box. Click Save.

      To view a list of inactive templates, go to Setup > Performance Management > Templates and check the Show Inactives box.

    • To delete the template, from the Actions list, select Delete.

Related Topics

General Notices