How to Remove a Participant from a Period
👋 How to Remove a Participant from a Period
Sometimes employees leave the organization during a period, or someone might have been added by mistake. In these cases, removing participants from a period is easy.
🛠️ Step-by-Step: Removing a Participant
Navigation:
Admin Panel > Cycle Management
Find the relevant period and click the Settings button on the right.
Click “Save & Continue” to move to the participant list screen.
📋 Removing from the Participant List
On the participant list screen, uncheck the boxes next to the employees you want to remove.
Only uncheck the ones you want to remove; leave the others selected.
Check the “Period Participants” list on the right to confirm the updated selection.
Click “Save & Continue” to proceed to the next step.
✅ Final Step
On the Complete screen, click the “Complete” button. A pop-up will appear showing the list of participants you are about to remove.
Review the list carefully.
Check the box “I acknowledge that this deletion is permanent and cannot be undone”.
Click “Complete” one last time to finalize the removal.
🔔 Important Notes
Removed participants will be deleted from all period-related processes (forms, scores, evaluations).
All period data associated with the removed employees will be permanently deleted. Make sure you want to perform this action.
If you remove someone by mistake, you will need to manually add them back to the period.
🎯 Summary
Whether an employee has left or was accidentally added, you can remove them from the period in just a few clicks.
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