CHRS Knowledge Base

Cancel Evaluation Documents

Updated on

Overview

This job aid shows campus administrators how to cancel ePerformance Evaluation Documents.

Background

You cancel documents for terminated employees. If the employees come back in a reasonable time frame, you can reopen the document.

When you cancel an evaluation document, the following changes occur to the document:

  • It is in the database, but Employee and Manager cannot work on the document.
  • It moves to the historical folder.
  • It can be reopened (retrieved) by the ePerformance administrator. See Reopen Evaluation Documents.

Cancel an evaluation document

Step 1: Open the Navbar button.

Navbar button

Step 2: Navigate to Workforce development > Performance Management > Performance Documents > Administrative Tasks > Cancel Document

Step 3: Search for the document using the available search fields:

  • (Employee) First name
  • Last Name
  • Manager First Name
  • (Manager) Last Name
  • Document type
  • Document Status
  • Period beginning and End dates
Document Search fields

Step 4: Check the box to select the document.

Document selection

Step 5: Click Continue.

Continue button

Step 6: Click Save.

Save button

Step 7: Click OK.

Save confirmation OK button

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