Deleting or Removing a Document

Once an evaluator and a staff member both sign a document, even if one of them submits it as refused, the document cannot be unsigned or edited again.

Users must recreate the document as a new one and delete the signed document. Only users with the Appraisal Administrator role can delete or remove documents.

There are two ways to delete or remove a document:

• Delete a document directly from the staff member’s evaluation process

• Remove a document from Evaluation Options

Deleting a Document From an Evaluation Process

Quick Guide

1. Select Staff () from the main menu.

2. Select the staff member card.

3. On the Evaluation Process tab, expand the appropriate container and select the document you want to delete.

4. Select Delete ().

5. In the confirmation window, select OK to finalize document deletion.

Illustrated Guide

Step 1: Select Staff () from the main menu.

Step 2: Select the staff member card.

Step 3: On the Evaluation Process tab, expand the appropriate container and select the document you want to delete.

Step 4: Select Delete ().

Step 5: In the confirmation window, select OK to finalize the deletion of the document. This action cannot be undone.