v7 FreeBalance Help

Performance appraisal templates include all the required scoring criteria and feedback criteria for the specific performance appraisal.

To DELETE performance appraisal templates follow the steps below:

Note: A template cannot be deleted if it is in use.

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By default, you will be in Search Mode.

1. Find the Performance Appraisal Template you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Performance Appraisal Templates, leave all fields blank.
• Click Find .
• Select the Performance Appraisal Template you want to Delete.

2. Click on the Delete icon .
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                            
4. Click OK to confirm and delete the Performance Appraisal Template
5. A window will be displayed confirming the Performance Appraisal Template has been deleted                                                                                                                                                                            
    

To Verify that the Performance Appraisal Template has been Deleted:

1. Click on the Search icon
2. Enter the Performance Appraisal Template information in the appropriate field (s).
3. Click on the Find icon
4. This window will appear