This functionality forces to delete a form. A deletion is permanent et there is no way to find it again afterward.

/!\ It is mandatory to cancel the Performance Document before deleting it. /!\
https://ines-helpdesk.freshdesk.com/en/support/solutions/articles/44001784003-how-to-cancel-a-performance-document-



The Guided Learning can guide you through the tool:

1- Connect to the Talent Management Platform:

2- Click 'Guide Me'

3- Click 'TM - Talent Management Admin task'

4- Click 'How to delete Performance Document?'



Please find below a step by step:



1) Login into My Heartist Portal >> Click on Performance tab under My Action as T&C

 

Graphical user interface, application, Teams

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2) The task "Performance Documents" is available:




3) To find a canceled performance document, the Review Period and Employee Name/Manager Name/Department  have to be filled in the search criteria. The "Document Status" must be changed to "Canceled" in the Search Criteria

You can see the current status of the form.



4) You can click on "Delete":




5) Select the reason from the drop-down menu >> Click on Submit button.


Graphical user interface, application, Teams

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6) A warning message is displayed to warn you that the form would be deleted and there would be no way to find it again. >> Click on Yes.