Excluding Records from Performance Management
Exclude employee absence, accident, customer feedback, or incident records from performance management as needed.
- Open the Employee Profile screen and set the Context (F3).
- Select an employee.
- Select one of the following: Absences, Customer Feedback, or Incidents.
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Select a record and then Performance Details:
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Select Excluded.
- Enter a comment in the Reason Excluded field.
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Select OK.
The record is shown crossed-out in the Employee Profile - Performance Summary screen.