This functionality forces to restore a form that has been canceled by mistake.
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 restore a 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
2) Click on the task "Performance Documents":
3) To search a performance document, the Review Period and Employee Name/Manager Name/Department have to be filled out:
/!\ You can see the current Manager name. It is the name of the Manager who is charge of assessing the form but it can be different from the employee's direct manager within the organizational structure appearing in INES. /!\
*The Performance Document name is not mandatory.
You can see the current status of the form.
4) You can click on "Reopen" in the "Actions" menu:
5) Select the reason from the drop-down menu >> Click on Submit button.
6) To find again the Performance Document, you should filter on "In progress" instead:
7) The reopening is directly effective and the "Current Task" is then updated:
