Reopen Performance Documents

HR specialists and managers can reopen performance documents, allowing managers or workers to continue the evaluation process.

• If you're an HR specialist, go to My Client Groups > Performance Documents > Reopen from the Actions menu.
• If you're a manager, go to My Team > Performance > Return Self-Evaluation to Employee.

Criteria to Reopen Performance Documents

• HR specialists can reopen documents if the manager evaluation status is Completed and the document status is Canceled or Completed.
• Managers can reopen documents if the manager evaluation status is Completed and the document status isn't In Progress, Canceled, or Completed.
• HR specialists can search for documents and workers within their security access, but not for themselves or their own documents.
• Managers can search for performance documents they manage.
• HR specialists may select and reopen multiple documents at once and can optionally provide a reopening reason.

When you reopen a performance document, here's what happens:

• If the document was canceled, it reopens at the point of cancellation.
• If the document was completed, the last task reopens. HR specialists can move the document to another task using the Update option in the Actions menu.
• The manager and worker are notified when an HR specialist reopens a document; if a manager reopens it, only the worker is notified.
• The completed document is removed from active approval queues.
• All previous data remains as it was when the performance document was canceled or completed.
• The worker’s profile reverts, excluding data from the previously completed document.