Adding and removing participants from a performance review process

Modified on Thu, 2 Nov, 2023 at 6:33 PM

Adding participants

1. In Active participants, click Add participants.

2. Search for the users that you would like to add to your process and select them.

3. Click Accept.

Before adding a new participant to your process, keep the following in mind:

  • The participant must exist in the Masterlist of the enterprise first.
  • After adding new participants, you must complete their information and assign their corresponding assessment relations in order for them to participate in the process.

Removing participants

1. Depending if the participant is active or not, select the Active participants or the Deactivated participants tab.

2. Search for the participants you would like to remove and select them.

3. Click Actions.

4. Select Remove participant(s).

5. Confirm the action by clicking Accept. Remember that this action is irreversible.

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