Cancel Performance Documents

HR specialists and managers can cancel performance documents to remove them from the performance management process.

1. If you're an HR specialist, go to My Client Groups > Performance > Performance Documents.
2. Search for and select the relevant performance documents and click Cancel.
3. (Optional), select a reason for cancellation. Organizations can add custom reasons to the selection list using the ORA_HRA_MASS_UPD_TASK_REASON profile option in the Performance Lookups task under Setup and Maintenance.

Note: HR specialists can use HCM Data Loader to cancel performance documents for multiple employees at once.

1. If you're a manager, go to My Team > Performance or use the Performance tab on the employee’s person spotlight page.
2. Select a performance document and click Cancel from the row actions.

Which Documents You Can Cancel

You can cancel a performance document in any status except those already canceled. Managers can only cancel documents they manage and that are not marked as complete. HR specialists may search for and cancel documents for employees within their security access, but not for themselves. HR specialists can select and cancel multiple documents at the same time.

Impact of Canceling a Document

• Canceled documents aren't permanently deleted from the application.
• You must cancel a document before it can be deleted.
• Any changes to talent profile content (such as competency ratings) made through the performance document are reverted to their original state.
• If notifications are enabled, affected employees and managers are notified:
  • Employees and their manager receive a notification when HR cancels a document.
  • Employees are notified if their manager cancels their document.

Restoring or Reopening Canceled Documents

You can restore or reopen a performance document with a canceled status to resume the evaluation process. When reopened or restored, all content, ratings, and comments remain intact.