Restore Performance Documents

If a performance document that's been completed was canceled by mistake or for administrative reasons, both HR specialists and managers can restore it to its Completed status.

You can only restore performance documents if the current status is Canceled or if the document was in Completed status before cancellation.

If you're an HR specialist, you can search for and restore performance documents for employees within your security access, but not for yourself. You can also restore 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 restore.
3. In the Actions menu, click Restore.
4. (Optional) Select a reason for restoring the document. Organizations can add custom reasons through the ORA_HRA_MASS_UPD_TASK_REASON profile option in Performance Lookups under Setup and Maintenance.
5. Click Submit.

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

1. Go to My Team > Performance or the Performance tab on the employee’s person spotlight page.
2. Filter for performance documents with a status of Canceled.
3. In the Actions menu, click Restore.

When you restore a performance document:

• Any profile content, like ratings and comments, that's reverted due to cancellation is restored.
• If notifications are enabled, employees and their managers are informed:
  • If HR specialists restore a document, both the employee and manager get notified.
  • If a manager restores it, only the employee is notified.