Delete Performance Documents

Human resource (HR) specialists and managers can permanently delete canceled performance documents. But remember that after you delete a performance document, you can’t restore the data it contains.

This table shows how HR specialists and managers can delete a performance document.

Who	How
HR specialists	Go to My Client Groups > Performance > Performance Documents. Search for and select the canceled performance documents that you want to delete. From the Actions menu, select Delete. Optionally, choose a reason for the deletion. Note: Organizations can add their own reasons to the default list by using the ORA_HRA_MASS_UPD_TASK_REASON profile option in the Performance Lookups task in the Setup and Maintenance work area. Click Submit
Managers	Go to My Team > Performance or the Performance tab on the employee’s person spotlight page. Select the appropriate review period. Filter the performance documents so that only those that are canceled are listed. From the Actions menu of the canceled performance document that you want to delete, select Delete.

Note: Using HCM Data Loader, HR specialists can delete performance documents for multiple employees at the same time.

Performance Documents You Can Delete

You can delete documents that are already canceled. Managers can delete canceled performance documents they manage. HR specialists can search for canceled performance documents and employees they have security access to, but they can’t search for their own performance documents. HR specialists can select and delete multiple canceled performance documents at one time.

Impact of Deleting a Performance Document

Here’s what happens when you delete a canceled performance document:

All the content added to the performance document along with ratings and comments are deleted permanently from the document.
Any profile content that changed as a result of updates to a deleted performance document reverts to its original state before the document was created.
You can still view the performance document on the Performance Management pages.
When the notifications listed in this table are enabled, employees and managers are notified that the performance document is deleted

Notification	Who is Notified
HR deletes worker’s performance document	Employees whose performance document is deleted and their manager
Manager deletes worker’s performance document	Employee whose performance document is deleted

To make the deleted performance document no longer available for an employee when eligibility profiles are used, HR specialists can use the Performance Eligibility task. To prevent employees and managers from creating anytime documents, implementors can deselect the Available to Use check box for the document period in the performance template used for the anytime document.

Implementors can enable audit to track the deletion of performance documents and the content in it. But note that you can’t restore the deleted document and its content from the audit.