1. How do I administer performance documents in the Redwood experience?
  2. Delete Performance Documents

Delete Performance Documents

HR specialists and managers can permanently delete canceled performance documents. Once you delete a document, you can't restore its data.

If you're a HR specialist, you can delete canceled documents for employees within your security access, but not for yourself. You can also select and delete multiple documents at once.
  1. Go to My Client Groups > Performance > Performance Documents.
  2. Search for and select the canceled performance documents you want to delete.
  3. In the Actions menu, click Delete.
  4. (Optional) Select a reason for deletion. Organizations can add custom reasons using the ORA_HRA_MASS_UPD_TASK_REASON profile option in the Performance Lookups task in Setup and Maintenance.
  5. Click Submit.
Note: HR specialists can use HCM Data Loader to delete performance documents for multiple employees at once.

If you're a manager, you can delete canceled documents you manage.

  1. Go to My Team > Performance, or use the Performance tab on the employee’s person spotlight page.
  2. Filter to show only canceled performance documents. From the row actions, click Delete Document.

You can only delete documents that are already canceled. Managers can delete canceled documents they manage.

Impact of Deleting a Canceled Performance Document

  • All content, ratings, and comments are permanently deleted.
  • Any changes to talent profiles made through the document will revert to their previous state.
  • You might still see the deleted document listed on Performance Management pages for reference.
  • If notifications are enabled:
    • If HR specialists delete the document, both the employee and their manager are notified.
    • If a manager deletes it, only the employee is notified.
Tip: If you want to remove the deleted performance document from an employee's view when eligibility profiles are in use, HR specialists can use the Performance Eligibility task. To prevent the creation of anytime documents, implementors can deselect the Available to Use option for the relevant document period in the performance template. Implementors can enable audit tracking for deleted performance documents and their contents, but remember, you can't restore deleted documents or their data from the audit.